Senior IRA Product Specialist
Company: Disability Solutions
Location: Pennington
Posted on: September 1, 2024
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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)
Keywords: Disability Solutions, Trenton , Senior IRA Product Specialist, Other , Pennington, New Jersey
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