Alternative Investments Regional Specialist – Private Bank
Bank of America
full-time
Posted on:
Location Type: Office
Location: Atlanta • North Carolina • Texas • United States
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About the role
- Developing a comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments
- Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership
- Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners
- Staying current on trends impacting both the broader financial markets and alternative investment strategies
Requirements
- 8+ years of financial services product and/or sales experience
- Knowledge of alternative investment products
- Strong oral and written communication skills
- Self-motivated individual with a passion for alternative investments
- Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus) is preferred
- Series 7 & 66 preferred at time of hire or must be able to obtain within 120 days of start date
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
alternative investment productsfinancial services product experiencesales experience
Soft skills
strong oral communicationstrong written communicationself-motivatedsolutions-orientedproactive
Certifications
CFACAIAMBASeries 7Series 66