Marketing Wealth Program Manager

Bank of America

Waltham, Massachusetts

JOB DETAILS
SKILLS
Annuities, Banking Services, Brand Marketing (Branding), Business Support, Career Development, Construction, Construction Management, Content Management, Detail Oriented, Due Diligence, High Net Worth, Insurance, Intranet, Investment Management, Leadership, Legal, Loans, Maintain Compliance, Marketing, Marketing Plan, Marketing Software, Marketing Strategy, Marketing/Sales Collateral, Military, Multitasking, Operational Improvement, Operational Strategy, Operational Support, Organizational Skills, Outbound Marketing, Presentation/Verbal Skills, Private Banking, Process Improvement, Product Marketing, Product Support, Production Control, Project Planning, Project/Program Management, Regulations, Revenue Growth, Risk, Risk Management, Sales Pipeline, Stock Market, Talent Management, Time Management, User Experience Design (UXD), Wealth Management, Writing Skills
LOCATION
Waltham, Massachusetts
POSTED
7 days ago

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Business Overview:

Merrill and the Private Bank serve high net worth and ultra-high net worth clients through a team of more than dedicated Advisors who ensure that we’re helping each individual investor plan for and achieve their unique financial goals. The Wealth CXO Marketing team, part of the Wealth CXO in MDS (Marketing, Digital and Customer and Specialized Consumer Client Solutions) at Bank of America, is responsible for driving brand awareness and favorability, accelerating deepening and growth, and delivering modernized planning and holistic advice.

The Wealth Marketing team is seeking a highly motivated individual to support Wealth products, investments, and planning marketing teams.  As an industry leader in the investment and planning space, the team develops and executes comprehensive marketing strategies to help advisors and clients achieve their goals, driving sales and marketing initiatives through integrated programs and communications.

Job Description:
This job is responsible for the delivery of a portion of the overall marketing strategy in the form of a portfolio of small to medium programs, capabilities or processes. Key responsibilities include owning or supporting marketing operations including performance, risks and controls, production audits/exams/maintenance, and content management. Job expectations include owning day to day relationships with key business partners, solving moderate to complex business problems and independently driving strategic marketing improvements and solutions.

The Sr. Marketing Program Manager supports a broad set of lines of business including the Chief Investment Office (CIO) at Merrill and the Private Bank—the investment engine of the firm—which delivers Market Viewpoints and insights, investment guidance, due diligence, manager research, and portfolio construction and management services. Additional businesses supported include investments, insurance, annuities, retirement, banking, lending, trust, philanthropy and ultra-high-net-worth solutions, including partnerships across line of business and other enterprise teams.  This is a fast-paced, client- and regulatory-driven environment with multiple deadlines and concurrent deliverables.

Specific Job Responsibilities:

The Marketing Manager will be responsible for the following:

  • Update marketing materials across channels

  • Support end-to-end project management of marketing initiatives, including collateral development and web updates

  • Manage full GM1 workflow including intake, routing, approvals, and coordinate compliance, legal, risk, brand, and MAP reviews

  • Maintain adherence to GM1 governance and controls

  • Provide timely execution support for CIO-related content

  • Support large-scale disclosure updates across Merrill collateral

  • Ensure accurate language & disclosures

  • Track approval timelines and escalate risks

  • Maintain Resource Central intranet content (internal platform)

  • Maintain project plans, timelines, and tracking

  • Manage submission pipelines, inventory, and renewal cycles

  • Provide status updates including risks and dependencies

  • Support ad hoc marketing requests

  • Build relationships across Product, Legal, Risk, Compliance, Brand and CIO

  • Provide backup coverage and continuity support

  • Assist in review of complex deliverables

Required Qualifications:

  • Strong project management and organizational skills

  • Excellent written and verbal communication

  • High attention to detail and accuracy

  • Understanding of end-to-end marketing processes

  • Experience with governance workflows (GM1, MAP) preferred

  • Ability to manage multiple priorities under deadlines

  • Strong collaboration and stakeholder management

  • Experience across multiple marketing channels

  • Process improvement and operational efficiency mindset

  • Familiarity with analytics and tools like Copilot

  • Microsoft Office proficiency

  • 3-5 years marketing program management experience

  • Experience in regulated environments

  • Understanding of financial markets preferred

  • Bachelor’s degree required

Skills:

  • Adaptability

  • Collaboration

  • Problem Solving

  • Product Marketing and Branding

  • Project Management

  • Active Listening

  • Analytical Thinking

  • Digital Marketing

  • Oral Communications

  • User Experience Design

  • Business Acumen

  • Prioritization

  • Solution Delivery Process

  • Strategic Thinking

  • Written Communications

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

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

​It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - MA - Waltham - 1025 Main St - 1025 Main St - Waltham (MA6536), US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150), US - NY - New York - 114 W 47th St - 114 W 47th St - Ust (NY8114)

Pay and benefits information

Pay range

$100,000.00 - $167,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

About the Company

B

Bank of America