Pennington, New Jersey

Job Description:

Business Overview:
Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for the development and execution of a comprehensive set of personal wealth and retirement products and services through Banking, Consumer Investments and Advisory channels. RPWS provides tools and content that enables financial advisors and bankers to help their client's live better financial lives.

Job Description:
Serves as an Engagement Consultant for the retirement group's corporate market and small institutional clients. Defines and delivers engagement strategies for a
book of assigned clients based on business goals, corporate culture, financial wellness challenges, and identified employee behaviors. Supports sponsor and
participant adoption of RPWS's products and broader education programs. Understands how to engage various audience demographics to meet plan sponsor
goals and address their communication challenges This is a client facing role where the candidate will prepare and present strategies and briefings to the plan
sponsor and their senior management team. Role works closely with internal partners and financial advisors, and is also expected to participate in sales and rebid
situations when needed.

Required Skills:
*Bachelor's degree required- Marketing or Communications major a plus
*Experience working with clients and guiding the direction of programs or a product
*Project management skills with a demonstrated understanding of or willingness to learn production processes across media
*Problem solver and collaborator mindset with the ability to work in a client facing team environment
*Experience in the retirement & investment business a plus
*Experience with digital and multi-channel marketing campaigns, social media, and Tableau, Salesforce Marketing Cloud, or
other relevant platforms preferred or willingness to learn quickly.
*Knowledge of the firm's products and services or a willingness to learn quickly
*FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain within Compliance deadline)

Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

Business Overview:
Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for the development and execution of a comprehensive set of personal wealth and retirement products and services through Banking, Consumer Investments and Advisory channels. RPWS provides tools and content that enables financial advisors and bankers to help their client's live better financial lives.

Job Description:
Serves as an Engagement Consultant for the retirement group's corporate market and small institutional clients. Defines and delivers engagement strategies for a
book of assigned clients based on business goals, corporate culture, financial wellness challenges, and identified employee behaviors. Supports sponsor and
participant adoption of RPWS's products and broader education programs. Understands how to engage various audience demographics to meet plan sponsor
goals and address their communication challenges This is a client facing role where the candidate will prepare and present strategies and briefings to the plan
sponsor and their senior management team. Role works closely with internal partners and financial advisors, and is also expected to participate in sales and rebid
situations when needed.

Required Skills:
*Bachelor's degree required- Marketing or Communications major a plus
*Experience working with clients and guiding the direction of programs or a product
*Project management skills with a demonstrated understanding of or willingness to learn production processes across media
*Problem solver and collaborator mindset with the ability to work in a client facing team environment
*Experience in the retirement & investment business a plus
*Experience with digital and multi-channel marketing campaigns, social media, and Tableau, Salesforce Marketing Cloud, or
other relevant platforms preferred or willingness to learn quickly.
*Knowledge of the firm's products and services or a willingness to learn quickly
*FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain within Compliance deadline)

Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description:

Business Overview:
Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for the development and execution of a comprehensive set of personal wealth and retirement products and services through Banking, Consumer Investments and Advisory channels. RPWS provides tools and content that enables financial advisors and bankers to help their client's live better financial lives.

Job Description:
Serves as an Engagement Consultant for the retirement group's corporate market and small institutional clients. Defines and delivers engagement strategies for a
book of assigned clients based on business goals, corporate culture, financial wellness challenges, and identified employee behaviors. Supports sponsor and
participant adoption of RPWS's products and broader education programs. Understands how to engage various audience demographics to meet plan sponsor
goals and address their communication challenges This is a client facing role where the candidate will prepare and present strategies and briefings to the plan
sponsor and their senior management team. Role works closely with internal partners and financial advisors, and is also expected to participate in sales and rebid
situations when needed.

Required Skills:
*Bachelor's degree required- Marketing or Communications major a plus
*Experience working with clients and guiding the direction of programs or a product
*Project management skills with a demonstrated understanding of or willingness to learn production processes across media
*Problem solver and collaborator mindset with the ability to work in a client facing team environment
*Experience in the retirement & investment business a plus
*Experience with digital and multi-channel marketing campaigns, social media, and Tableau, Salesforce Marketing Cloud, or
other relevant platforms preferred or willingness to learn quickly.
*Knowledge of the firm's products and services or a willingness to learn quickly
*FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain within Compliance deadline)

Shift:
1st shift (United States of America)

Hours Per Week:
40
Learn more about this role

Pennington, New Jersey

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