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RPWS Reporting & Data Management Manager

Bank of America | Jacksonville FL 32246 USA | Full Time | Posted: 03/24/2020

Job Descriptiontop

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 client’s live their best financial lives.

Job Description:

Sitting within Business Enablement, the RPWS Reporting and Data Management team partners across Retirement & Personal Wealth Solutions (RPWS) and the enterprise to develop sales measurement, analyze performance, manage salesforce administration, and report on key business indicators – enabling growth opportunity capture across client segments, products and channels.

Job Responsibilities

The high level responsibilities of the RPWS Reporting and Data Management Manager are:

•Define the data architecture strategy for RPWS

•Focus on the inventory of reports that support the business and identify opportunities to streamline and consolidate

•Build an automated KPI interactive tool via Tableau to track key metrics

•Define and execute on reporting needs for Financial Life Benefits

- Rationalize participant reporting

- Solutions Per Relationship (SPR) reporting

- Activity Based Relationship Metrics (ABRM)

- Integration of Salesforce.com and Navigator

• Manage the use of Salesforce.com across RPWS and reporting that is pulled from the tool

• Specialist scorecards and activity reporting

• Expand Client Acquisition reporting

• Extensive partnering with Finance, Business Intelligence and Consumer partners

Job Requirements:

• Bachelor’s degree preferred

• 1 0+ years’ overall professional experience; relevant experience in the GWIM and/or Retirement business strongly preferred

• Knowledge of personal and institutional retirement space and products solutions (e.g., Education Savings  Accounts, Individual Retirement Accounts, Annuities, Life Insurance, Defined Contribution, Non-Qualified Defined Contribution, Defined Benefit, Equity Plans, Employee Stock Purchase Plans, Health Benefit Solutions)

• Extensive understanding of data management principles

• Excellent problem solving skills

• Superior organizational skills and attention to detail

• Excellent verbal and written communication skills

• Effectively communicates among peers and with management

• Ability to manage multiple, concurrent projects and tasks with overlapping deliverable dates

• Ability to meet quality objectives

• Strong time management skills

• Ability to adapt to a changing environment

Shift:

1st shift (United States of America)

Hours Per Week:

40

Job Detailstop

Location Jacksonville, FL, 32246, United States
Categories Administrative/Clerical Support

Location Maptop

Contact Informationtop

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Job Code 19082758
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