Institutional Program Delivery Manager (IPDM)

Jacksonville, FL, United States

Institutional Program Delivery Manager (IPDM) page is loaded Institutional Program Delivery Manager (IPDM) Apply locations Jacksonville time type Full time posted on Posted 3 Days Ago job requisition id 24008926 Job Description:

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of plan participants by providing best in class, integrated products in the most intuitive, efficient and client friendly way while maintaining a forward-thinking mindset and risk management focus. RPWS is responsible for the institutional retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes. RPWS also provides tools and content that enables advisors and bankers to help their clients live their best financial live. We are an equal opportunity employer and value diversity.

Role description

The Institutional Program Delivery Manager (IPDM) will work closely with Enterprise partners to deliver institutional retirement program requirements to plan sponsors within a centralized model. The IPDM will be responsible for a regional book of business focused on building and establishing strong relationships to aid in the delivery of plan requirements. Utilizing these relationships, they will help to grow existing business relationships with an emphasis on delivering an exceptional experience and client retention (when no CRM is assigned), while adhering to the established risk parameters and framework.

Role responsibilities:

Deliver and execute on all requirements for the Fiduciary and Non-Fiduciary services that are aligned to certain plans within the model, throughout all stages of the relationship

Effectively manage ongoing tasks and deadlines, with ability to handle competing priorities

Adhere to established risk parameters and framework

Create and maintain a high level of client satisfaction with an emphasis on client retention

Effectively partner across the Enterprise to ensure a high level of service and awareness

Coordinate and deliver ongoing financial education, where applicable

Required Skills:

Knowledge of the retirement plan business and / or the investment advisory business

5+ years client facing experience

Excellent collaboration, communication, and interpersonal skills

Partner with key stakeholders with a focus on ensuring service excellence is provided to clients

Executes the bank’s risk culture and strives for operational excellence

Ability to manage multiple clients and work with a cross-functional team

Ability to travel up to 25% of the time

Series 7 (SIE and Top Off) and Series 63/65 or Series 66

Institutional Advisor Designation (or ability to obtain within Compliance deadline)

Desired Skills:

Ability to proactively identify client needs and articulate approach to align solutions to meeting their goals in a suitable way

Strong analytical skills and ability to leverage data to arrive at recommendations

Proactively share strategic ideas and opportunities for improvement

Strong investment acumen

Critical thinking and problem-solving skills

Results oriented

Shift:

1st shift (United States of America) Hours Per Week:

40

About Us Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.

Regardless of the position you are interested in, the starting points to building your resume are the same:

1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.

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4. Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume

• Do be brief. Resumes should be 1-2 pages in length.

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Seven steps to a successful interview

1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?

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4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.

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