Marketing Wealth Program Manager

Bank of America•Waltham, MA

10h•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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