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Digital Concierge Consultant At Bank of America

Location: San Francisco, California

Job Description

Job Description:

Business Overview:

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 of its kind in the world 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.

Job Description:

Drive acquisition, retention, and servicing strategies leveraging all aspects of Digital Wealth Management Capabilities.

Digital Concierge

  • Provide dedicated support to 10 – 12 advisor teams across two divisions (to be selected by Division Exec)
  • Consult with each team to determine strengths and areas of improvement for their Digital Wealth Management needs
  • Provide virtual and in person support for all facets of Digital Wealth Management capabilities as outlined above
  • Engage with advisor teams for prospect and client presentations and seminars related to digital capabilities
  • Conduct monthly meetings with each team to asses needs and obtain feedback, best practices to be shared, introduce new enhancements, etc.
  • Proactively identify opportunities to increase advisor and client digital footprint
  • Assist with recruitment of new team members and prospective clients by showcasing technology that provides a competitive edge
  • Partner with market aligned Digital Specialists for coordination of generalist training, or escalation support
  • Perform regular reviews of digital adoption analytics and identify opportunities for improvement
  • Interface with home office specialists for escalated issue resolution related to digital capabilities
  • Partner with advisor marketing to ensure strong digital presence is established and maintained for all supported teams
  • Where necessary provide customized hands on support for clients at locations to be specified by advisor team (in office, client home, seminars, etc.)

GBWM Tools Knowledge Continuum

  • Establish model for introducing market aligned Digital Specialists to previously used strategies for discussing GBWM tools
  • Remain aligned to GBWM tools business team to keep digital adoption team abreast of enhancements and new features
  • Coach advisor teams on how to deliver the Wealth Outlook report to prospects or clients in a meaningful way
  • Help advisor teams connect the dots and leverage products and solutions specialist teams (e.g. Insurance Specialists, Trust Specialists, MSG Specialists, Retirement Specialists, Wealth Management Banking Specialists, etc.) in relevant client conversations where an opportunity exists
  • Help advisor teams to develop a scalable and repeatable process for delivering the client review which must be delivered to every client annually; this includes what to do before, during and after the review meeting

Promote Best Practices

  • Identify the processes of successful advisor teams/early tool adopters and promote their best practices within and across divisions to influence others
  • Digital Wealth Management Tool Development, Enhancement and Communication
  • Collate field and client feedback useful for the development of new – or the enhancement of current – Digital Wealth Management tools and resources
  • Assist with the creation of communications, and resources that demonstrate the effectiveness of new and enhanced digital capabilities – for instance how the tool or resource can impact capacity and drive growth

Required Qualifications:

  • Bachelors degree required
  • Minimum of 5 years directly related experience as well as supervisory experience in financial services.
  • Strong experience with wealth management and digital tools in an advisory space.
  • Experience with digital or wealth management marketing
  • Training experience strongly preferred.
  • Ability to travel overnight up to 75%.

Shift:

1st shift (United States of America)

Hours Per Week:

40