Bank of America Financial Planning Marketing Lead in Boston, Massachusetts

Job Description:

The Financial Planning Marketing Executive will be responsible for ensuring world class financial planning is included as a part of the core wealth management offering. This financial planning strategy will span all wealth segments and closely coordinate with consumer programs like Life Plan. This role will own all strategic marketing components of financial planning including the social media strategy, content strategy, Advisor support (website, LinkedIn, and eComms) and public relations. The newly created financial planning strategy will be leveraged by Direct to Client and Prospect programs and should stand as a proof point under the brand strategy work. There is a transformational component of this role, as we will be creating and launching a new financial planning program. Creating the new program will include the consolidation of existing frameworks and tools, leveraging segment feedback and organizational learnings from pilots to inform the strategy and ensure the new approach is scalable.

Qualifications/Desired Skills:

  • 8+ years of Financial Planning Marketing experience

  • Expertise in translating strategies into specific goals, tactics, action plans and deliverables

  • Deep and wide knowledge of investment management products across all client segments

  • Ability to apply and translate complex strategies into specific tactics and execute them within a highly matrixed organization

  • Proven ability to effectively lead cross functional teams with both direct and indirect ownership

  • Experience working across products, channels and LOBs to facilitate execution

  • Strong management skills, including the ability to prioritize and delegate work, meet deadlines and budgets and effectively address issues to keep programs on track

  • Strong interpersonal skills, with demonstrated ability to work collaboratively in teams; flexible and adaptable with demonstrated ability to navigate in ambiguous circumstances

  • Excellent communication, presentation and facilitation skills

Posting Date : 09/19/2018

Location :

Boston, MA, 100 FEDERAL ST (MA5100),

New York, NY, 225 LIBERTY ST (NY3002),


  • United States

Travel : Yes, 15% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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