AI Regional Specialist
Company: Disability Solutions
Location: Frisco
Posted on: October 24, 2024
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Job Description:
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. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:The Alternative Investment
Specialist will provide support and guidance to Financial Advisors
on suite of Alternative Investment solutions in order to drive
utilization of those solutions and satisfy client needs and
objectives.Bank of America Merrill Lynch Alternative Investments is
seeking an experienced sales professional to join the Alternative
Investments Distribution organization. The position will primarily
be focused on the sales, marketing and education of hedge funds,
private equity offerings and real asset solutions available on the
Alternative Investments platform to Financial Advisors in the
Greater Texas market. The position will also be responsible for
servicing existing client assets and assisting with the prospecting
of high-net-worth and institutional investors.Responsibilities:---
Developing a comprehensive and in-depth understanding of the Bank
of America / Merrill Lynch portfolio construction process with
respect to alternative investments, including hedge funds, private
equity, and real assets.--- Creating and executing a business
strategy that allows the candidate to work independently in the
territory alongside local Wealth Management market leadership. The
business strategy will also include working closely with other
members of the Alternative Investments Sales Team, home office
leadership, and select third-party product partners to cultivate
and grow future AI business prospects.--- Providing proactive and
solutions-oriented feedback based on interactions with internal
operations, marketing, product origination, risk, legal and
compliance partners to enhance the overall client and Advisor
experience.--- Staying current on trends impacting both the broader
financial markets and alternative investment strategies in order to
educate our clients and Advisors on underlying manager performance
and the importance of diversification.Required Qualifications:---
Travel throughout coverage area (3-4 days a week)--- Strong oral
and written communication skills--- Knowledge of alternative
investment products--- Self-motivated individual with a passion for
alternative investments--- Series 7, 63, 65 or 66 (or equivalent
licenses) or ability to receive within 120 days.Desired
Qualifications:--- Undergraduate degree in Finance, Marketing or
Business Administration (CFA, CAIA or MBA a plus)--- 8+ years of
financial services product and/or sales experienceSkills:
Keywords: Disability Solutions, Keller , AI Regional Specialist, Other , Frisco, Texas
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