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Equity Sales Specialist -West Coast

Bank of America | Seattle WA 98161 USA | Full Time | Posted: 09/17/2019

Job Descriptiontop

Job Description:

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 client’s live their best financial lives.

Job description:

• Responsible for driving Equity Award sales the Western region. to retirement clients with $100M+ in plan assets
• Prepares and delivers client presentations from discovery to finals stage, and offers guidance through the on-boarding process to ensure an optimal client transition experience
• Effectively manages multiple facets of the sales process including meeting coordination, RFP responses, product comparisons, proposals, follow-up items/activities, etc.
• Engages in business development activities with Advisors to promote the benefits of retirement plan business, construct strategic prospecting plans and prepare Advisors for effective client engagement from point-of-sale through the duration of the relationship
• Engages with Advisory leaders to best align activities with shared goals and optimize business results through a collaborative partnership
• May assist in maintaining client relationships, perhaps with relationship management and/or plan administration staff.
• Develops relationships with key BAML stakeholders to drive issue resolution and deliver marketplace intelligence to assist with product evolution


Bachelors degree required

5 - 7 years stock plan industry experience


1st shift (United States of America)

Hours Per Week:


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Location Seattle, WA, 98161, United States
Categories Sales/Retail/Business Development

Location Maptop

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Job Code 19057404-2

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