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Bank of America Merrill Digital Adoption Lead in Boston, Massachusetts

Merrill Digital Adoption Lead

Pennington, New Jersey;Boston, Massachusetts; Charlotte, North Carolina

Job Description:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses ofits kind in theworld specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

Candidate will lead the Digital Adoption and Client Experience teams’ efforts to improve adoption and awareness of MyMerrill online and Mobile App including its capabilities (Digital Signature Suite, Mobile Check Deposits, Paperless Delivery etc.).

The individual in this role will be responsible for communications, implementing firm-wide initiatives and creating impactful solutions that increase awareness, adoption and position a product as unique and relevant to the FA/CA/Client channel.

The key objective for the role includes optimizing the use of varied and consistent communications across a variety of channels with appropriate frequency conducted in a way that builds and demonstrates product offerings to FAs, CAs and clients. Candidate will also work to champion integration with digital banking enhancements that are relevant to Merrill clients.

Responsibilities Include:

  • Develop deep understanding of MyMerrill online and Mobile App including integration capabilities. Ensure awareness of competitive landscape and industry trends.

  • Develop and implement clear and concise internal communication and training plans designed to promote MyMerrill online and Mobile App adoption and engagement

  • Understand MyMerrill online and Mobile App servicing capabilities available through the employee workstation. Ensure field awareness of capabilities and how the capabilities can be used to improve the client experience.

  • Partner with digital product partners to understand and influence product roadmap to meet the needs of high net worth and ultra-high net worth clients.

  • Create and deliver executive level presentations and training curriculum that can be packaged and distributed for broader distribution

  • Create exciting, organized presentations by developing a clear objective at the concept stage to managing and implementing all logistics of the presentation including image, message, presenter(s), collateral, delivery, feedback and timeliness

  • Partner with marketing team to develop annual Marketing plan for client collateral. Develop creative collateral solutions designed to improve adoption and engagement. Establish ongoing reviews to ensure collateral remains current as digital solutions evolve.

  • Partner with Digital Product team to resolve client escalations and issues unique to the Merrill client experience. Share ongoing feedback regarding enhancements that would benefit Merrill clients.

  • Serve as Digital Relationship Manager for a Merrill Advisory Division

Key areas of focus, include:

  • Development of annual training plan for the division.

  • Work with Merrill Advisory Division leadership to discuss and synthesize key digital operating model metrics and create plans targeting improvement of digital metrics.

  • Digital adoption and learning point of contact for the division.

  • Maintain understanding of advisory Client Experience Workstation and all its integrated platforms (COBE, Salesforce etc.), social media and mobility tools.

  • Travel 50% to meet face to face with applicable Merrill Advisory Division.

Required Skills:

  • 10 + years working with financial services products and accounts.

  • Understanding of MyMerrill online and Mobile App platforms.

  • Understanding of the lines of business: Merrill Wealth Management, Consumer Banking, Consumer Investments, Retirement.

  • Excellent oral and written communications skills and experience interacting with both business and technology individuals at all levels including the executive level. Strong presentation skills.

  • Ability to accept, process, and react to changes in direction and scope.

  • Strong organizational skills, including the ability to independently prioritize and manage multiple deliverables.

  • Demonstrate strong partnership and relationship management capabilities as well as the ability to execute with high impact.

  • Partner with applicable support teams to raise awareness and educate enhancements to the platform.

  • Ability to operate effectively in a fast-paced environment.

  • Team oriented with ability to work in a challenging environment with minimal supervision.

  • Proficient user of MS PowerPoint, Excel and Word.

Desired Skills:

  • Experience working in an advisory environment.

  • Advanced Microsoft Office skills.

  • Proficiency in SharePoint.

Job Code Summary:

Fully Directs and initiates eCommerce/ ATM marketing programs, initiatives, channel strategy and research projects. Leads teams who works closely with business partners in creating new eCommerce/ ATM strategies for physical and electronic channels and implementing new marketing approaches. Act as the architect for one or more eCommerce product development projects, leveraging technical acumen to help design and/ or implement systems and user acceptance tests. Directly involved with the largest and/or most complex projects and/or initiatives. Has management responsibility. Is responsible for hiring, managing, training and developing associates.

Job Band:

H4

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses ofits kind in theworld specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

Candidate will lead the Digital Adoption and Client Experience teams’ efforts to improve adoption and awareness of MyMerrill online and Mobile App including its capabilities (Digital Signature Suite, Mobile Check Deposits, Paperless Delivery etc.).

The individual in this role will be responsible for communications, implementing firm-wide initiatives and creating impactful solutions that increase awareness, adoption and position a product as unique and relevant to the FA/CA/Client channel.

The key objective for the role includes optimizing the use of varied and consistent communications across a variety of channels with appropriate frequency conducted in a way that builds and demonstrates product offerings to FAs, CAs and clients. Candidate will also work to champion integration with digital banking enhancements that are relevant to Merrill clients.

Responsibilities Include:

  • Develop deep understanding of MyMerrill online and Mobile App including integration capabilities. Ensure awareness of competitive landscape and industry trends.

  • Develop and implement clear and concise internal communication and training plans designed to promote MyMerrill online and Mobile App adoption and engagement

  • Understand MyMerrill online and Mobile App servicing capabilities available through the employee workstation. Ensure field awareness of capabilities and how the capabilities can be used to improve the client experience.

  • Partner with digital product partners to understand and influence product roadmap to meet the needs of high net worth and ultra-high net worth clients.

  • Create and deliver executive level presentations and training curriculum that can be packaged and distributed for broader distribution

  • Create exciting, organized presentations by developing a clear objective at the concept stage to managing and implementing all logistics of the presentation including image, message, presenter(s), collateral, delivery, feedback and timeliness

  • Partner with marketing team to develop annual Marketing plan for client collateral. Develop creative collateral solutions designed to improve adoption and engagement. Establish ongoing reviews to ensure collateral remains current as digital solutions evolve.

  • Partner with Digital Product team to resolve client escalations and issues unique to the Merrill client experience. Share ongoing feedback regarding enhancements that would benefit Merrill clients.

  • Serve as Digital Relationship Manager for a Merrill Advisory Division

Key areas of focus, include:

  • Development of annual training plan for the division.

  • Work with Merrill Advisory Division leadership to discuss and synthesize key digital operating model metrics and create plans targeting improvement of digital metrics.

  • Digital adoption and learning point of contact for the division.

  • Maintain understanding of advisory Client Experience Workstation and all its integrated platforms (COBE, Salesforce etc.), social media and mobility tools.

  • Travel 50% to meet face to face with applicable Merrill Advisory Division.

Required Skills:

  • 10 + years working with financial services products and accounts.

  • Understanding of MyMerrill online and Mobile App platforms.

  • Understanding of the lines of business: Merrill Wealth Management, Consumer Banking, Consumer Investments, Retirement.

  • Excellent oral and written communications skills and experience interacting with both business and technology individuals at all levels including the executive level. Strong presentation skills.

  • Ability to accept, process, and react to changes in direction and scope.

  • Strong organizational skills, including the ability to independently prioritize and manage multiple deliverables.

  • Demonstrate strong partnership and relationship management capabilities as well as the ability to execute with high impact.

  • Partner with applicable support teams to raise awareness and educate enhancements to the platform.

  • Ability to operate effectively in a fast-paced environment.

  • Team oriented with ability to work in a challenging environment with minimal supervision.

  • Proficient user of MS PowerPoint, Excel and Word.

Desired Skills:

  • Experience working in an advisory environment.

  • Advanced Microsoft Office skills.

  • Proficiency in SharePoint.

Job Code Summary:

Fully Directs and initiates eCommerce/ ATM marketing programs, initiatives, channel strategy and research projects. Leads teams who works closely with business partners in creating new eCommerce/ ATM strategies for physical and electronic channels and implementing new marketing approaches. Act as the architect for one or more eCommerce product development projects, leveraging technical acumen to help design and/ or implement systems and user acceptance tests. Directly involved with the largest and/or most complex projects and/or initiatives. Has management responsibility. Is responsible for hiring, managing, training and developing associates.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-22026912

Band: H4

Manages People: No

Travel: Yes, 50% of the time

Manager:

Talent Acquisition Contact:

Cynthia Slater

Referral Bonus:

0

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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