1+ months

Investment Solutions Manager

Pennington, NJ 08534
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**Job Description:**



**Business Overview:**



Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and 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 both the institutional and personal retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes as well as college savings, personal retirement planning, retirement income, insurance and estate planning for individuals. RPWS also provides tools and content that enables advisors and bankers to help their clients live their best financial lives.



**Job Description:**



The Investment Solutions Manager is part of Bank of America Merrill Lynchs Institutional Retirement Investments team and is responsible for setting the investment strategy across all Institutional Retirement products and directly working with companies to support their investment needs. This key member of the Investments team will have direct responsibility for investment strategy in products such as Investment Only, Self-Directed Brokerage, and Non-Qualified Plans. They will help to direct investment offerings and eligibility as the subject matter expert.



**Responsibilities include:**



+ Facilitate Investment Working Groups and routines with key stakeholders including Chief Investment Office and Product Managers

+ Responsible for the ongoing evaluation, review, and screening for investments in Self Direct Brokerage program

+ Deliver investment reviews with Institutional Retirement clients enrolled our Proprietary Defined Contribution and Health Savings product offerings

+ Guide and maintain investment strategy for key institutional offerings such as Investment Only, Self-Direct Brokerage, and Non-Qualified Plan Programs

+ Partner with BAML line of business counterparts on retirement strategic initiatives as Investment subject matter expert

+ Act as key point of contact for Clients, Institutional Consultants, and mutual fund partners

+ Represent and articulate the value proposition of our CIO office, Due Diligence approach, and 3(38) offering for client reviews and internal partner training

+ Work to develop new investment solutions and strategies for implementation within Institutional Retirement



**Required Skills:**



+ High level of investment knowledge (CFA strongly preferred)

+ Minimum 3 years experience in client facing role

+ 5 7 years experience in investment roles required

+ Experience in Retirement investments and vehicles

+ In depth understanding of investment due diligence

+ Relationship Management / Consulting with

+ Excellent written and verbal communication skills

+ Exemplary client interaction skills

+ Highly detail-oriented, organized, self-motivated, and able to work with minimal supervision

+ Proficient in Morningstar Direct, FactSet, Informa, similar investment review platforms

+ Bachelors degree required

+ Previous experience as an investment consultant, due diligence analyst preferred



**Posting Date** : 04/19/2019



**Location** :

Pennington, NJ, HOPEWELL BLDG. 4, 1400 AMERICAN BLVD,

- United States



**Travel** : Yes, 10% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Categories

Industry

  • Banking / Finance
Posted: 2019-04-22 Expires: 2019-09-28

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Investment Solutions Manager

Bank of America
Pennington, NJ 08534

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