Jobs in massachusetts

Production Manager – Retirement Communications

Bank of America

boston, massachusetts

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:

The Project Manager position is responsible for managing multiple participant communications and educational materials to promote products and services offered by the Retirement Client Experience & Communications team of Bank of America Merrill.

Summary of Position

  • Manage communication initiatives from start to finish working directly with the Engagement Consultant, Editors, Designers, and print and digital production on a daily basis to keep projects moving. This includes: job opening, securing the creative brief, coordinating the kick off meeting, establishing timelines, organizing estimates, keeping projects on track ensuring timelines are met, obtaining outstanding information, update status in project management tools, managing legal submissions, and invoicing
  • Review communications to ensure they meet the creative brief and are accurate to the benefit, proof all rounds of edits, and interface with client on approvals
  • Work with Compliance, Registered Principal, and Legal to review/approve materials
  • Constantly be informed of project status/issues across the project management team and work with stakeholders to resolve all issues and effectively manage client expectations.
  • Serve as back-up support to other project managers as needed, as well as print buyers

Core Knowledge Requirements

Microsoft Office products such as Word, Excel, PowerPoint, Sharepoint, etc, are critical to the success of this position. Experience in Project Management or Traffic Management is valuable.

Complexity of Decisions

• Organize and continuously update status on all projects and notify team of changes.

• Juggle numerous projects and provide back-up support.

• Manage projects through to delivery and invoicing

• Keep jobs on track by maintaining timelines and working with Creative and Engagement Consultants.

Contribution/Impact on the Business

The Retirement Client Experience & Communications team experiences an extremely high volume of custom communication requests. Continued growth is forecast which directly impacts the need for quick response to these demands. The candidate will help us execute these communications and enable us to meet the deliverables under tight timeframes. In addition, this will result in client satisfaction.

Strategic Value

Clients who are satisfied with our communications are more likely to refer Bank of America Merrill’s Retirement Client Experience & Communication team to other companies. Ensure clients are aware of communication/education offerings and benefits of each.

Minimum Requirements:

• Project management experience, within retirement or financial services industry preferred

• Excellent communication skills (both oral and written)

• Superior organizational skills, creativity, and attention to detail

• Critical thinking and negotiation skills

• Proven effectiveness in fast-paced, demanding, client-driven environment.

• Must be able to work in a team environment including clients, designers, communications consultants, project managers, proofreaders, and management.

• Client relationship experience a plus

- Minimum of 3 years directly related experience

• Some knowledge of print product and/or direct mail a plus  

• Bachelor’s degree strongly preferred or equivalent experience


1st shift (United States of America)

Hours Per Week: