Amanda Ross Email and Phone Number
Business Executive | Speaker | Leadership Coach | Active Working MomWith over 20 years of experience in financial services, I have spent the majority of my career managing distribution teams focused on core planning strategies such as income generation, tax-efficient investing, and healthcare savings solutions. I’m passionate about developing strong, diverse talent and leveraging technology to drive efficiency and foster innovative thinking. These leadership principles have helped me build dynamic teams that adapt to industry changes while consistently delivering results.In my current role, I lead employee engagement and financial wellness strategy for our Workplace Benefits business at Bank of America. My team ensures the employees we serve have the right education, guidance, and wealth management support to achieve the retirement they envision.I am also an active speaker and leadership coach, deeply committed to developing future leaders both within my organization and throughout the broader Boston community. Through my work with numerous Bank of America mentorship programs, the Boston Chamber of Commerce Women's Network, and my teaching at Boston University's Questrom School of Business, I am able to focus on key topics such as: - Transformational Leadership: Leading through uncertainty, inspiring teams during times of disruption. - Emotional Intelligence for Leaders: Leveraging self-awareness and relationship-building to foster strong teams. - Women in Leadership: Overcoming barriers and empowering women to lead in the evolving business landscape. - Data-Driven Leadership: Using data and analytics to inform decisions and drive business outcomes.At home, I am the proud mother of four young children and spend much of my free time on athletic fields, serving on our school advisory council, or training for local fitness events. My family is deeply involved in our community’s arts and educational programs, and we are passionate about supporting causes that enrich the lives of others.
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Managing Director, Head Of Participant ExperienceBank Of America Merrill Lynch Jan 2021 - PresentCharlotte, Nc, Us- Lead strategy for Workplace Benefits institutional platform, driving financial wellness and benefit awareness to improve employee engagement and retention across the corporate clients we serve.- Oversee communication and education efforts on key financial topics (budgeting, retirement planning, debt management, savings) to enhance financial literacy.- Develop targeted programs that not only improve employees' financial well-being but also drive revenue growth by increasing rollover retention and expanding utilization of Bank of America’s financial products.- Collaborate with cross-functional teams across the bank to deliver integrated solutions that support clients’ financial health while driving business growth.- Lead teams that execute initiatives to maximize benefit adoption and deepen relationships, contributing to both employee satisfaction and increased revenue for the bank. -
Managing Director, Head Of Wealth Management Retirement SalesMerrill Lynch Jul 2019 - Dec 2021New York, Ny, Us• Managed $15B in annual sales for Merrill Lynch wealth management retirement products.• Led a team of 100+ specialists in product sales and advisor education.• Transformed annuity and insurance distribution platforms, growing the business over 25% and saving over $10M in annual expense.• Developed training programs for regulatory compliance and product positioning. -
Managing Director, National Insurance Sales & Distribution ExecutiveMerrill Lynch Aug 2016 - Jul 2019New York, Ny, Us• Directed a team of managers overseeing 65 personal and high net worth specialists at Merrill Lynch.• Led sales and distribution efforts for personal retirement and insurance lines of business, driving over $5B in annual sales.• Developed and implemented training programs for client-facing field teams, focusing on sales skills, communication, change management, and leadership. -
Director, Personal Retirement National Sales ExecutiveMerrill Lynch Jan 2012 - Jul 2016New York, Ny, Us• Led national sales operations, driving growth strategies, simplifying product platforms, and maintaining oversight for annuity, IRA, and 529 product lines. • Supervised the strategic management of all third-party annuity carrier relationships, overseeing field engagement, compliance policy adherence, and attainment of sales growth goals and revenue requirements. -
Director, Western Divisional Sales ManagerMerrill Lynch Jan 2010 - Jan 2012New York, Ny, Us• Managed and mentored West Coast distribution teams, supporting Financial Advisors and clients in wealth structuring, retirement, insurance, trust, annuity, and IRA platforms.• Collaborated with local leadership to execute advisor training and business development events. -
Retirement Solutions SpecialistMerrill Lynch 2006 - 2010New York, Ny, Us• Provided technical support to 1,200 Financial Advisors on retirement planning and business strategies.• Developed and implemented business development and retention strategies for the territory.• Collaborated with advisors on personal retirement, small business planning, 401ks, and DCIO cases. -
Regional ConsultantFidelity Investments Sep 2003 - Aug 2006Boston, Ma, Us• Partnered with Advisors/Financial Planning Consultants to drive retirement rollover dollars from institutional clients to retail business.• Managed a local market development budget and executed all prospecting events for the region.
Amanda Ross Education Details
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Questrom School Of Business, Boston UniversityMaster Of Business Administration - Mba -
The Wharton SchoolInvestments And Securities -
Bentley UniversityEconomics/Finance -
University Of Colorado BoulderNeuroscience Of Leadership: Leading With Your Brain Specialization -
CourseraMastering Digital Communication: Effective Online Engagement
Frequently Asked Questions about Amanda Ross
What company does Amanda Ross work for?
Amanda Ross works for Bank Of America Merrill Lynch
What is Amanda Ross's role at the current company?
Amanda Ross's current role is Managing Director, Head of Participant Experience.
What schools did Amanda Ross attend?
Amanda Ross attended Questrom School Of Business, Boston University, The Wharton School, Bentley University, University Of Colorado Boulder, Coursera.
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