Philanthropic Sales Associate II

Bank of America • Boston, MA

29d • Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Sales Associate II (SA II) develops and maintains relationships within assigned markets serving as the primary internal sales support resource for prospecting to the philanthropic distribution channel working in conjunction with Institutional Sales Directors (ISDs) and Institutional Client Advisors (ICAs) to increase sales through both remote proactive and reactive sales support.

Requirements

• Must have a passion for sales and a willingness to learn about the institutional asset management marketplace
• Must posses excellent organizational, written and verbal communication skills
• Ability to manage time effectively, multi-task, and work well under pressure in a team environment
• Must posses strong interpersonal skills and have the ability to communicate effectively with our advisors, as well as, with all levels of internal colleagues and our prospects
• Have a desire to learn about the institutional marketplace, including, asset allocation strategy, spending policy and other related attributes of nonprofit organizations
• Desire to grow, take on more, and to learn innovative sales strategies
• Four-year degree
• Technically proficient with Microsoft office, including advanced Power Point, CRM Systems
• Series 7 and 66 Licenses required, or to be obtained within 90 days of employment
• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Nice To Haves

• One to two years of relevant experience within a financial services organization is preferred

Responsibilities

• Actively manage sales pipeline with EFSs by ensuring accuracy, consistency and timely entry of proactive and reactive interactions into the Client Relationship Management (CRM) system
• Build out institutional profiles for new and existing relationships by collaborating with internal strategic partners and subject matter experts
• Participate in market management routines with EFSs, leadership, and advisors
• Stay current on the competitive landscape and how to handle objections
• Respond to all inbound sales inquiries, literature or presentation requests, and service issues in a proactive and timely manner
• Assist EFSs with meeting schedule coordination, pre-meeting research, and timely follow up for post meeting activities
• Coordinate pricing proposals with EFS and pricing teams
• Elevate Philanthropic Solutions’ internal brand awareness through phone interactions with advisors
• Assist in development of appropriate sales materials for prospect presentations
• Provide support to the deals team involved in the RFP process
• Actively participate in ongoing management of assigned markets business objectives, strategy and execution
• Serve as vocal member of team, offering innovative ideas, insights and tactics to increase business efficiency and delivery

Benefits

• This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
• This role is currently benefits eligible.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
• Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees