TrentonRecruiter Since 2001
the smart solution for Trenton jobs

Senior IRA Product Specialist

Company: Disability Solutions
Location: Pennington
Posted on: July 2, 2024

Job Description:

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Job Description:The Sr. Product Specialist role is responsible for managing the day-to-day activities for a domestic discretionary or non-discretionary, advisory product, which may include managing a product within the brokerage or institutional offering. Responsibilities may include managing strategic initiatives from idea creation through execution & implementation, enhancing the investment offering, overseeing the client experience, such as client exception requests and billing concerns, Manage and address adhoc requests and issues relating to Legal, Compliance, Risk & Audit inquiries, Manage product collateral such as enrollment docs, contract, disclosure documents, and procedure manuals, partner with Operations and other ad hoc issuesThe Senior IRA Product Specialist role within the Investment Products & Personal Retirement space will be responsible for various personal retirement account types, functions and experiences offered through Merrill distribution channels. Responsibilities:Responsibilities include (but not limited to) the development, execution, deployment, and oversight of a comprehensive set of personal wealth and retirement products and services across multiple facets of the client lifecycle. The role will be responsible for overseeing multiple platform routines that prioritize growth, experience and risk management. Primary accountability for platform management and governance inclusive of product experience, policy/ procedure oversight, process and controls maintenance, metrics/reporting as well as creation and delivery of product marketing/communication collateral. Bachelor's Degree strongly preferred and/or minimum 8 years of financial services experience (minimum of 3 years related to personal retirement and/or IRA experience)The following skills and traits are ideal for someone within this position:--- Subject matter expert that possesses extensive understanding of IRA product rules and regulations (familiarity with the firm's operational controls and processes preferred)--- Ability to develop and deliver best in class platform and experience through innovation and management of strategic initiativesRequired Qualifications:--- Subject matter expert that possesses extensive understanding of IRA product rules and regulations (familiarity with the firm's operational controls and processes preferred)--- Ability to develop and deliver best in class platform and experience through innovation and management of strategic initiatives--- Drive initiatives through strong project leadership, management, and accountability within the risk framework with ability to manage multiple projects simultaneously --- Create and maintain product marketing, plan documents, communications, and educational materials across Merrill distribution channels --- Digest and lead various regulatory initiatives as needed--- Presents themselves and the Firm in a highly professional and consultative manner with prior client or advisor facing experience desired- Must have a minimum of 8 years related experience in financial services, with a minimum of 3 years IRA experience.Desired Qualifications: --- Drive initiatives through strong project leadership, management, and accountability within the risk framework with ability to manage multiple projects simultaneously --- Create and maintain product marketing, plan documents, communications, and educational materials across Merrill distribution channels --- Digest and lead various regulatory initiatives as needed--- Presents themselves and the Firm in a highly professional and consultative manner with prior client or advisor facing experience desired- Bachelors degree strongly preferred--- Strong presentation skills with an ability to communicate with an executive presence to various audiences (line of business, operations, technology, vendors, peers, and management)

  • Excellent analytical skills and solid track record for making sound business decisionsSkills:
    • Collaboration
    • Issue Management
    • Presentation Skills
    • Product Design and Development
    • Project Management
    • Agile Practices
    • Continuous Improvement
    • Critical Thinking
    • Quality Assurance
    • User Experience Design
    • Adaptability
    • Change Management
    • Data and Trend Analysis
    • Executive Presence
    • Problem SolvingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Trenton , Senior IRA Product Specialist, Other , Pennington, New Jersey

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest New Jersey jobs by following @recnetNJ on Twitter!

Trenton RSS job feeds