Bank of America

Senior Product Specialist – Non-Registered

Bank of America

full-time

Posted on:

Location Type: Office

Location: Dallas • Texas • United States

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Job Level

Senior

About the role

  • Managing strategic initiatives and enhancing the investment offering by overseeing the client experience.
  • Representing unique needs of our investment advisory programs.
  • Partnering with operations to establish fund accurately on platforms.
  • Collaboration across functions.
  • Ensuring governance and risk routines are in place.
  • Ability to think creatively to identify solutions while balancing risks.
  • Developing a comprehensive understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments.
  • Creating and executing a business strategy that allows working independently in the territory with local Private Bank market leadership.
  • Working closely with other members of the Alternative Investments Sales Team and select third-party product partners to cultivate and grow future alternatives business prospects.
  • 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 financial markets and alternative investment strategies to educate clients and Private Bank PMs.

Requirements

  • 8+ years of financial services product and/or sales experience
  • Knowledge of alternative investment products
  • Travel throughout coverage area (3-4 days a week)
  • 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.
Benefits
  • Being a Great Place to Work is core to how we drive Responsible Growth.
  • Commitment to being an inclusive workplace.
  • Attracting and developing exceptional talent.
  • Supporting our teammates’ physical, emotional, and financial wellness.
  • Recognizing and rewarding performance.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial servicesalternative investment productsportfolio constructionbusiness strategyrisk management
Soft Skills
communication skillsself-motivatedcreative thinkingcollaborationsolutions-oriented
Certifications
CFACAIAMBA