Health Savings Consultant Relations Director

4 weeks ago

Boston, United States Bank of America Full time

Description

:
 

This position plays a key role within the Institutional Product and Distribution team within the Workplace Benefits line of business. Health Benefits Consultant Relations works both independently and with the broader Consultant Relations and Health Benefits Distribution teams to manage our relationships across various consulting firms and key influencers who advise our clients and prospects in common. The role requires strategy design and implementation associated with servicing clients in common with consultants as well as developing additional consultant advocacy and growing these relationships. This design and implementation of strategies will align our capabilities, value proposition and research insights with the strategies and perspectives of the various consultancies, their clients, and the industry. The candidate will work with the line of business partners to define and execute the strategic vision, as well as the day-to-day initiatives, to support Health Benefits business growth. This role will function as the Health Benefits subject matter expert for key stakeholders in our business.

Responsibilities:

Manage and grow relationships with key influencers in the Health Benefits space, including key consultants, with the objective of cultivating support for our product suite and strengthening the Bank of America brand

Build advocacy for our capabilities across the various stakeholders

Coordinating with Health Benefits Sales to ensure consistency in messaging and execution

Identify market trends and new business opportunities

Contribute to strategy and business development projects on an as needed basis

Contribute to the development of metrics, dashboards, and roadmaps to support our consultant relationship strategy

Keep abreast of consultant activity occurring with our existing clients as well as our target clients; translate key insights to internal stakeholders

Attend and actively engage in industry events and conferences to remain visible in the market and remain current on industry trends and competitors’ services / offerings

Execute coverage model, including completing Consultant office visits, virtual meetings and calls

Maintenance of Consultant contact database (Salesforce)

Weekly maintenance of Consultant profiles and call reports (Salesforce)

Establishing new prospect leads sourced via Consultants

Soliciting RFPs and RFIs that progress to active searches

Performing formal debriefs with consultants, as needed

Support overall Health Benefits growth goals, including successful RFPs and strong win rates

Ensure risk management activities are conducted and captured where applicable; serve as the interface for regulatory, reputational matters between consulting firms and the Bank of America

Requirements:

8+ years experience in covering consultants, with strong existing relationships with consulting firms and senior consulting executives; recognized as an expert in the industry, product, or region

Expert knowledge of financial industry and Health Benefits client segment, including business models, players, new entrants, significant trends, and outlook

Ability to travel between 50% ~75%

Deep understanding of the institutional channel and Health Benefits landscape with a proven track record of successfully growing brand and assets

Professional presentation skills and meeting management skills

People skills and ability to quickly form meaningful working partnerships

Technical understanding of platforms to enable succinct articulation of the benefits of capabilities and solutions

Self-motivated and disciplined about setting and achieving objectives, meeting deadlines with limited oversight

Demonstrated expertise in consultant relations coverage models and strategy, tracking activity metrics with monthly dashboards, finalist meeting prep, consultative selling and influencing skills training

Strong leadership; ability to instill confidence key stakeholders, internally and externally

Commercial focus while growing the bottom line while mitigating / managing risk

Intellectual curiosity; desire to constantly learn and continuously improve

Excellent ability to develop and maintain trust-based relationships with key stakeholders

Ability to inspire others to action and able to draw on broader teams to deliver a superior outcome for clients and the firms

Bachelor’s degree or equivalent work experience preferred; MBA a plus along with licenses (series 7 and 63 or ability to obtain within Compliance deadlines) and professional designations in investments or benefits 

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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