Bank of America Divisional Sales Manager in Chicago, Illinois

Job Description:

Business Overview:

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for the development and execution of a comprehensive set of personal wealth and retirement products and services through Banking, Merrill Edge and Advisory channels. RPWS provides tools and content that enables financial advisors and bankers to help their client’s live better financial lives.

Job Description:

Role Overview:

  • Lead a team of approximately 12 seasoned sales professionals to drive successful execution of Defined Benefit, Defined Contribution, Non-Qualified Deferred Compensation and Small Business retirement plans in the <$100M segment

  • Encourage cooperation and share nationwide best practices to derive optimal team performance

  • Work closely with Advisory field leaders to collaborate on growth opportunities in a tactical manner to best support advisors in client acquisition

  • Collaborate with product managers to share insight that will inform key decisions for product strategy and execution

  • Leverage various business performance analytics to understand health of the business, inform decisions, steer initiatives and identify opportunities

  • Educate external business partners (including both recordkeeping partners and investment firms) about key business priorities to strategically align activities that will generate maximum business value

  • Handle escalated issues in an efficient manner that ensures timely resolution

  • Proactively identifies areas for improvement and takes the necessary initiative to work across the organization to best accomplish goals

  • Deliver presentations in small and large group settings to communicate business strategy, highlight product features, share best practices, etc.

  • Represents RPWS at industry conferences

Required Qualifications

Minimum Requirements:

  • Bachelor’s Degree

  • Minimum of 10 years retirement plan industry experience

  • Experience in a managerial or team lead capacity

  • Extensive experience working with Merrill Lynch financial advisors

  • Strong written and verbal communication skills

  • Comfortable delivering presentations to large audiences

  • Proficient in Microsoft Office suite of products

Desired Requirements:

  • Holds a Series 7, 66 and 24 licenses (unlicensed candidates may be considered if willing to obtain licenses within 120 days of start date)

  • Industry designations, such as: C(k)P, CPFA, CRPC, CRPS

  • Experience selling/servicing retirement plans

  • Experience using

Posting Date : 02/14/2018

Location :

Jacksonville, FL, JACKSONVILLE 2, 4802 DEER LAKE DR E,

Chicago, IL, 225 W WACKER DR (IL9225),

Boston, MA, 225 FRANKLIN ST (MA1225),



  • United States

Travel : Yes, 50% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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