Full-Time

Marketing Manager

Wealth Advisor Marketing

Bank of America

Bank of America

10,001+ employees

Global banking, investing, and wealth management

Compensation Overview

$90k - $127.7k/yr

+ Annual discretionary award

Boston, MA, USA + 5 more

More locations: Pennington, NJ, USA | Newark, NJ, USA | Charlotte, NC, USA | Waltham, MA, USA | New York, NY, USA

In Person

In-office work is expected; selected employees may be required to work onsite under the workplace excellence policy.

Bachelor's

Category
Growth & Marketing (1)
Required Skills
SharePoint
Word/Pages/Docs
Marketing
Excel/Numbers/Sheets

Get referred to Bank of America

See people who can refer or advise you

Requirements
  • Three to five years of experience in marketing, advertising, communications, sales enablement, or related disciplines.
  • Strong project management skills with the ability to manage multiple initiatives simultaneously.
  • Exceptional written, verbal, and presentation communication skills.
  • Demonstrated ability to work effectively with cross-functional teams and senior stakeholders.
  • Strong problem-solving skills with a proactive, solutions-oriented mindset.
  • Excellent organizational skills and meticulous attention to detail.
  • Proficiency in Microsoft PowerPoint, Microsoft Word, Microsoft Excel, and Microsoft Teams.
  • A high school diploma, GED, secondary school education, or equivalent.
Responsibilities
  • Develop and manage advisor-facing marketing materials, sales tools, and client engagement resources that support line-of-business objectives.
  • Lead projects from concept through execution, including ideation, content development, creative review, compliance approval, production, and distribution.
  • Coordinate with internal creative teams and external agencies to develop marketing assets aligned with brand standards and business goals.
  • Manage governance and compliance review processes to ensure marketing materials meet regulatory and corporate requirements.
  • Publish and maintain tool content on internal platforms, ensuring materials remain current, relevant, and accessible.
  • Develop communication strategies to promote advisor tools, resources, and marketing initiatives across the organization.
  • Monitor project timelines, manage competing priorities, and proactively remove obstacles to ensure successful execution.
  • Analyze program effectiveness and provide recommendations for continuous improvement.
  • Serve as a trusted marketing consultant to business partners by providing strategic guidance and best practices.
  • Use artificial-intelligence-enabled tools, including Microsoft Copilot, to improve content development, productivity, and overall marketing effectiveness.
Desired Qualifications
  • Financial services, wealth management, private banking, or investment management marketing experience.
  • Experience developing advisor tools, sales enablement materials, or client-facing marketing content.
  • Experience using Microsoft Copilot and other artificial-intelligence-assisted productivity tools.
  • Experience using Microsoft PowerPoint, Microsoft Excel, SharePoint, and Camtasia.
  • Ability to analyze performance metrics and translate insights into actionable recommendations.
  • A Bachelor's degree in Marketing, Communications, Business, Journalism, or a related field, or equivalent work experience.

Bank of America provides a full range of financial services to individuals, small businesses, and large corporations, including banking, investing, asset management, and risk management products. Customers access services via branches, online and mobile banking, and advisory and trading capabilities across consumer banking, wealth management, corporate and investment banking. Its breadth, scale, and global reach enable cross-service solutions and large-scale operations that few peers match. Its goal is to be a trusted, full-service financial partner helping customers manage money, grow assets, and navigate risk.

Company Size

10,001+

Company Stage

IPO

Headquarters

Charlotte, North Carolina

Founded

1904

Get referred to Bank of America

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • July 14, 2026: sales and trading revenue jumped 33% to a record $7.1B.
  • 2Q26 investment banking fees rose 50%, while wealth and NII also grew strongly.
  • January 2026 advisor-led crypto allocations and July 2026 digital-asset hires open new fee pools.

What critics are saying

  • 24 branch closures across 15 states in 2H26 signal cost pressure and shrinkage.
  • Technology and AI investments demand heavy spend while rivals copy faster, cheaper tools.
  • If trading weakens after 17 growth quarters, earnings dependence on markets becomes dangerous.

What makes Bank of America unique

  • July 14, 2026: $31.6B revenue shows diversified scale across banking and markets.
  • Merrill and Private Bank reached 87% digitally active clients in 2Q26.
  • Brian Moynihan paired $13B technology spend with Erica handling 3 billion transactions.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

-2%
Yahoo Finance
Sep 11th, 2026
Bank of America cuts Apple price target to $370 after iPhone Duo foldable launch

Bank of America cut its Apple price target to $370 from $380 whilst maintaining a Buy rating, following the iPhone Duo launch under new CEO John Ternus. Analyst Wamsi Mohan cited lower-than-expected iPhone pricing pressuring gross margins amid elevated component costs. The iPhone Duo, Apple's first foldable phone, features a 7.6-inch inner display and 5.4-inch outer display, both supporting Dynamic Island and 120Hz ProMotion. Starting at $1,999, it launches 23 October with pre-orders opening 16 October. Mohan called the foldable the event's standout, noting its potential to reach mainstream audiences through features like dual capture in FaceTime. Citi described it as Apple's biggest new hardware category since the Watch and AirPods.

TipRanks
Sep 10th, 2026
MYR Group Expands Credit Facility and Liquidity Resources - TipRanks.com

MYR Group ( ($MYRG) ) has issued an update. On September 8, 2026, MYR Group Inc. entered into a five-year Fourth Amended and Restated Credit Agreement with a bank s...

MarketScreener
Sep 10th, 2026
Principal Life Insurance Company, Principal Financial Group, Inc., and Principal Financial Services, Inc. Enter into Amended and Restated Five-Year Credit Facility of $900,000,000

On September 9, 2026, Principal Financial Group, Inc. , Principal Financial Services, Inc., a wholly-owned subsidiary of the Company , and Principal Life Insurance Company, a wholly-owned subsidiary...

Renewables Now Ltd
Sep 10th, 2026
Sonnedix secures $1.3B to refinance Chilean solar and wind portfolio, fund new battery storage

Sonnedix has secured $1.3 billion to refinance its gigawatt-scale solar and wind farm portfolio in Chile and fund new battery storage assets, the renewable energy developer announced on Thursday. The financing will support the company's existing operations whilst enabling expansion into battery storage technology in the Chilean market.

Catenaa
Sep 9th, 2026
Dell raises $5B in bond sale as AI server demand drives stock up over 400%

Dell is raising $5 billion through an investment-grade bond sale, attracting approximately $23 billion in investor orders at peak demand — nearly five times the offering size. The company, initially targeting $4 billion, is issuing bonds across four tranches with maturities from three to 10 years. Proceeds will repay notes maturing this year, including $2.3 billion due in October, and fund general corporate purposes. The sale reflects strong investor confidence in Dell's AI server business, which has driven the company's stock to quadruple this year. Dell recently increased its fiscal-year sales forecast by $25 billion, securing contracts for machines featuring Nvidia AI chips and traditional servers. Eight banks are managing the offering, part of 16 US investment-grade deals this week.