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DB Retirement Relationship Manager

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:
This role is responsible for day to day oversight of all activities occurring within Institutional Retirement investment management client account relationships on the Bank of America proprietary trust accounting platform. By way of a thorough understanding of clients' needs and requirements, ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. Works with sales, plan administration, and operations staff to enhance and deepen relationships. Expected to participate in presentations to prospective clients; and on-going thought leadership communication. Expected to resolve complex problems; and is therefore assigned relatively larger and more intricate plans/relationships.
Qualifications:
Must have a minimum of 7-10 years of DC/DB related relationship management and plan administration experience
Must have strong communication and presentation skills; and have an excellent working knowledge of ERISA fiduciary trust responsibilities and trading practices
Although not a registered position, a background or experience working in the investment management industry is helpful, as the candidate must be comfortable having frequent, on-going interaction with US Trust and Merrill Lynch wealth management representatives to discuss strategic investment initiatives for client accounts
Bachelors degree preferred
Posting Date: 12/31/2018
Location: Pennington, NJ, HOPEWELL BLDG. 4, 1400 AMERICAN BLVD, Riverside, RI, 3400 Pawtucket Ave (RI1530), Providence, RI, 100 WESTMINSTER ST (RI1536), - United States
Travel: Yes, 5% of the time
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift


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