Alternative Investment Regional Specialist
| Company | Bank of America |
|---|---|
| Location | Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- 8+ years of financial services product and/or sales experience
- Direct experience/knowledge of alternative investment products
- Travel throughout coverage area (3-4 days a week)
- Knowledge of alternative investment products
- Self-motivated individual with a passion for alternative investments
- Undergraduate degree in Finance, Marketing or Business Administration preferred or equivalent experience
- Series 7, 63, 65 or 66 (or equivalent licenses) or ability to receive within 120 days
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.
- 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.
Preferred Qualifications
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Pipeline Management
- Relationship Building
- Collaboration
- Presentation Skills
- Prospecting
- Referral Management
- Wealth Planning
- Referral Identification