Workplace - Sr. Engagement Consultant

Position Summary

Workplace Benefits serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. WB 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. WB provides tools and content that enables financial advisors and bankers to help their client's live better financial lives.

We value the unique perspectives individuals bring from all backgrounds and career paths, fostering resilience, leadership and innovation that strengthen our workforce and positively impact the communities we serve.

• Serves as a Sr. Engagement Consultant for the retirement group's mid to large sized Institutional clients.
• Defines and delivers effective communication strategies for a book of assigned clients based on business goals, corporate culture, financial wellness challenges, and identified employee behaviors.
• Supports sponsor and participant adoption of WB's products and broader education and downstream programs.
• Understands how to engage various audience demographics to meet plan sponsor goals and address their communication challenges.
• Additionally, supports new business activity by representing the business's engagement program capabilities and value.
• Provides forward-thinking leadership on how to engage various audience demographics to meet plan sponsor goals and address their communication challenges.
• Works to synthesize data to expose key insights, analytics and recommendations for campaign optimization.
• This is a client-facing role where the candidate will prepare and present client strategies and briefings for the plan sponsor and their senior management team.
• Role is also expected to participate in sales and rebid situations to represent the organization when needed.

• FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain within Compliance deadline)
• Client facing strategy and/or relationship management preferred
• Experience in meetings with key decision makers and solid presentation skills
• Analytical mindset with ability to take thought leadership and make relevant to plan sponsors and strategy
• Project management skills with a demonstrated understanding or willingness to learn production processes across media or willingness to learn
• Problem solver and collaborator mindset with the ability to work in a client facing team environment
• Experience with digital and multi-channel marketing campaigns, social media, and Tableau, Salesforce Marketing Cloud, or other relevant platforms preferred or willingness to learn.
• Knowledge of the firm's products and services or a willingness to learn

• Bachelor's degree or equivalent work experience (Marketing, Communications or Analytics major a plus)
• Experience in the retirement & investment business a plus

• Client Management
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Stakeholder Management

High School Diploma / GED / Secondary School or equivalent

Pay range: $ - $ annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible:
Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits:
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.