Bank of America Divisional Sales Manager in Chicago, Illinois
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.
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
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
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 Salesforce.com
Posting Date : 02/14/2018
Jacksonville, FL, JACKSONVILLE 2, 4802 DEER LAKE DR E,
Chicago, IL, 225 W WACKER DR (IL9225),
Boston, MA, 225 FRANKLIN ST (MA1225),
Pennington, NJ, HOPEWELL BLDG. 4, 1400 AMERICAN BLVD,
New York, NY, BANK OF AMERICA TOWER, ONE BRYANT PARK,
- United States
Travel : Yes, 50% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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