Bank of America Corporation
Bank of America
Director - Fiduciary Advisory Services Product Manager
Pennington, NJ, 08534, USA
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.
The Fiduciary Advisory Services Product Manager is responsible for managing the day to day aspects of the organization’s newly launched Defined Contribution Investment Advisory Program (FAS). Focus will be on the continual build out and improvement of the current fiduciary program in addition to strategically evolving the offering. This individual will be responsible for creating and executing responsible growth strategies that align to client needs and opportunities in the marketplace. Additionally, a core focus on risk management and risk mitigation.
Bachelor’s Degree required
7 to 10 years of financial services experience
Series 7, and Series 66 FINRA Registration License required (or ability to obtain within 120 days of hire
Minimum of 4 years experience with Investment Advisory and/or Fiduciary program
Superior interpersonal skills necessary to communicate complex information to a wide variety of personnel in a clear, concise and well-organized manner
Excellent relationship building skills are required to build relationships with Financial Advisors, external partners, and internal partners
Ability to manage conflict and bring issues to resolution
Excellent analytical skills with a particular strength in making sound business decisions
Ability to manage complex projects and work within cross-functional teams
Excellent presentation skills
**Posting Date** : 03/09/2018
Pennington, NJ, HOPEWELL BLDG. 4, 1400 AMERICAN BLVD,
- United States
**Travel** : Yes, 10% of the time
**Full / Part-time** : Full time
**Hours Per Week** : 40
**Shift** : 1st shift
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Bank of America Corporation
Website : http://www.bankofamerica.com
Bank of America Corporation, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the United States and internationally. The companys Consumer & Business Banking segment offers traditional and money market savings accounts, CDs and IRAs, checking accounts, and investment accounts and products, as well as credit and debit cards; and lending related products and services, working capital management, and treasury solutions. This segment provides its products and services through operating 5,100 banking centers, 16,300 ATMs, call centers, and online and mobile banking platforms. Its Consumer Real Estate Services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The companys Global Wealth & Investment Management segment provides investment and brokerage, estate and financial planning, fiduciary portfolio management, cash and liability management, and specialty asset management services; and retirement and benefit plan, philanthropic management, and asset management services. Its Global Banking segment provides various commercial loans, leases, commitment facilities, trade finance, real estate and asset-based loans, and consumer loans; treasury management, foreign exchange, and short-term investing options; and debt and equity underwriting and distribution, and merger-related and other advisory services. The companys Global Markets segment offers sales and trading services for securities and derivative products in primary and secondary markets; market-making, financing, securities clearing, settlement, and custody services to institutional investor clients; and risk management products. The company was founded in 1874 and is based in Charlotte, North Carolina.