Regional IAP Specialist
Bank of America
full-time
Posted on:
Location Type: Office
Location: Chicago • Illinois • United States
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Salary
💰 $162,000 - $198,000 per year
About the role
- The Regional IAP Specialist provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership.
- Help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients.
- Advice and guidance informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices.
- Focused on supporting the advisors to drive sales growth through in-person meetings, virtual and phone interactions.
- Develop and execute strategies to achieve growth goals for their territories.
- Partner with their coverage team to collaborate and bring holistic advice and guidance to their advisors.
Requirements
- 10+ years experience in financial services industry
- 10 years sales experience
- Knowledge of professionally managed investment products and/or investment advisory business preferred
- Deep subject matter expertise on the Firm's high-conviction investment offerings, including our Firm Discretionary solutions preferred
- Ability to work under pressure, meet deadlines and meet clearly defined measurements
- Strong communication, interaction and presentation skills required
- Self-motivated, adaptive, positive attitude and high energy are a must
- Must display a passion for achieving aggressive goals in innovative and highly professional way
- Bachelor’s degree or equivalent experience
- Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date.
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits.
- Access to paid time off.
- Resources and support to our employees.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio constructioninvestment selectionasset allocationsales strategiesinvestment productsinvestment advisoryhigh-conviction investment offeringsFirm Discretionary solutions
Soft Skills
communication skillspresentation skillsself-motivatedadaptivepositive attitudehigh energyability to work under pressuregoal-oriented
Certifications
Bachelor’s degreeSeries 7Series 63Series 65Series 66