Alternative Investments Sales Desk Specialist
About The Position
This role assists in coordinating sales efforts for Bank of America’s Alternative Investments platform and strategies for clients. The specialist serves as a subject-matter expert and dedicated home-office-based resource for a territory, educating advisors and clients about alternative investment solutions, implementation practices, portfolio construction, fund updates, and reviews. The role partners with field-based and home-office specialists, advisors, third-party wholesalers, fund managers, and other support partners. It also coordinates regional events and roadshows, schedules meetings, responds to inquiries, and supports the advisor and client experience.
Requirements
- At least 2 years of experience in financial services; the posting states 2–5 years+.
- Hold SIE, Series 7, and Series 66 licenses, or be able to obtain the required licenses within 120 days of hire.
- Ability to explain complex concepts clearly and simply.
- Ability to make effective presentations.
- Highly motivated and organized.
- Knowledge of alternative investments.
- Understanding of the wealth management industry.
- Ability to work effectively as part of a team or independently.
- Ability to represent the firm professionally with internal and external contacts.
Nice To Haves
- Experience with alternative investments.
- Completion of or progress toward CFA or CAIA.
Responsibilities
- Coordinate third-party wholesalers and regional events with fund managers to educate advisors and clients on strategies and products.
- Proactively schedule meetings and provide strategic and subject-matter expertise to advisors.
- Serve as a subject-matter expert on alternative investments, platforms, and strategies.
- Build and maintain trusted partnerships with advisors in the assigned territory.
- Partner with field-based specialists and other business support partners as a dedicated home-office-based territorial resource.
- Own the end-to-end advisor and client experience by explaining the value proposition of alternative investments, available solutions, implementation practices, portfolio construction, fund updates, and reviews.
- Respond resourcefully to inbound inquiries and support service-related requests.
- Broaden the base of alternative investment users by developing advisor partnerships.
- Coordinate third-party wholesalers and resources within the assigned territory.
Benefits
- Industry-leading benefits.
- Access to paid time off.
- Resources and support for employees.
- Eligible to participate in the annual discretionary incentive plan, with awards based on individual performance and behaviors, business/group performance and contributions, and overall company success.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
