Financial Planning Marketing Lead

Bank Of America Corporation Boston , MA 02298

Posted 5 months ago

Job Description:

The Financial Planning Marketing Executive will be responsible for ensuring world class financial planning is included as a part of the core wealth management offering. This financial planning strategy will span all wealth segments and closely coordinate with consumer programs like Life Plan. This role will own all strategic marketing components of financial planning including the social media strategy, content strategy, Advisor support (website, LinkedIn, and eComms) and public relations. The newly created financial planning strategy will be leveraged by Direct to Client and Prospect programs and should stand as a proof point under the brand strategy work. There is a transformational component of this role, as we will be creating and launching a new financial planning program. Creating the new program will include the consolidation of existing frameworks and tools, leveraging segment feedback and organizational learnings from pilots to inform the strategy and ensure the new approach is scalable.


Qualifications/Desired

Skills:
  • 8+ years of Financial Planning Marketing experience

  • Expertise in translating strategies into specific goals, tactics, action plans and deliverables

  • Deep and wide knowledge of investment management products across all client segments

  • Ability to apply and translate complex strategies into specific tactics and execute them within a highly matrixed organization

  • Proven ability to effectively lead cross functional teams with both direct and indirect ownership

  • Experience working across products, channels and LOBs to facilitate execution

  • Strong management skills, including the ability to prioritize and delegate work, meet deadlines and budgets and effectively address issues to keep programs on track

  • Strong interpersonal skills, with demonstrated ability to work collaboratively in teams; flexible and adaptable with demonstrated ability to navigate in ambiguous circumstances

  • Excellent communication, presentation and facilitation skills

Posting Date: 09/19/2018

Location: Boston, MA, 100 FEDERAL ST (MA5100), New York, NY, 225 LIBERTY ST (NY3002), Charlotte, NC, BANK OF AMERICA CORPORATE CENTER, 100 N TRYON ST, - United States

Travel: Yes, 15% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift


upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Advisory Financial Services Financial Planning & Analysis Director

Pwc

Posted 2 days ago

VIEW JOBS 1/15/2019 12:00:00 AM 2019-04-15T00:00 A career in our Financial Operations practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge.Our team helps clients transform their finance function by executing strategies to reduce functional and operational complexity through streamlined processes, optimise d use of technology, and efficient use of resources to deliver cost effective, high quality services to all stakeholders. Responsibilities As a Director, you'll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to: * Proactively lead the practise by setting strategy, drive the development of new business in the market, and provide technical advice across disciplines * Building strong networks within the firm to spot and capitalise on opportunities to get involved in projects that others are leading across a number of different business units and sectors * Identifying and discussing key issues with our clients to identify potential opportunities * Responsibility for a majority of day to day client communications * Responsibility to shape and deliver various projects that exceed the expectations of our clients and our own assignment quality criteria * Manage and deliver large projects by developing the project team, assessing engagement risks throughout, driving conclusions, and reviewing / challenging the output produced by the team * Responsibility for management of engagement financials * Helping to grow and develop our team through hands on training and coaching Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 8 year(s) Preferred Qualifications: Degree Preferred: Master Degree Preferred Fields of Study: Accounting, Business Administration/Management, Finance Certification(s) Preferred: CPA Preferred Knowledge/Skills: Demonstrates some proven knowledge and success in advising global organizations on improving efficiency and effectiveness in transaction processing, close and consolidation, budgeting and forecasting, and internal and external reporting, which includes the following: * Process improvement in, industry knowledge, and applications of at least one of the following focus areas: shared service and outsourcing, finance transformation, performance management, financial systems optimization, and talent management; * Business intelligence and performance management software tools. Demonstrates proven extensive abilities and success with developing strategy; as well as leveraging PC applications including Microsoft Word, Excel, PowerPoint and Project to write, communicate, facilitate, and present cogently; to and/or for all levels of industry audiences, clients and internal staff and management, including development and delivery of business proposals, conferences and whitepapers. Demonstrated proven intimate levels of knowledge and success with identifying, obtaining and processing critical data (e.g. benchmarks) to challenge the status quo through innovative thought leadership in the application of standard industry practice solutions for high performing finance functions, including the following: * Internal and external reporting; * People and organization structures; * Performance management, budgeting and forecasting capabilities; * Cash flow optimization and the use of capital; and, * Maintenance and building of cost-effective controls Demonstrated proven extensive ability and success to contribute to the development of a business vision and manage implementation efforts with complex project management capabilities. Demonstrates proven extensive ability and/or success with identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Demonstrates proven extensive ability as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. Pwc Boston MA

Financial Planning Marketing Lead

Bank Of America Corporation