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About the Role
The Alternative Investment Technical Specialist associate will provide support to the firm's Financial Advisors and clients on a suite of hedge fund products to drive utilization. The Specialist will have direct coverage of advisors and third-party asset managers and will serve as an essential resource in the creation, presentation, and execution of customized proposals to UHNW and Institutional clients.
Responsibilities
- Develop relationships and originate new business from financial advisors and portfolio managers within BofA Merrill Wealth Management.
- Serve as subject matter expert on hedge fund products, platform, and industry to advisors, clients, and other specialists.
- Design, present, and execute custom portfolios of hedge funds for significant wealth clients.
- Deliver input on the commerciality of prospective third-party hedge fund partners to internal stakeholders, providing assessment through the lens of advisor or client demand.
Requirements
- 10-12+ years of experience in financial services or relevant experience.
- Knowledge/experience with alternative investments.
- Hold or attain Series 7 and 66 licenses within 120 days of hire.
Skills
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Pipeline Management
- Relationship Building
- Collaboration
- Presentation Skills
- Prospecting
- Referral Management
- Wealth Planning
- Referral Identification
Location
- US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Work Type
- 1st shift
- 40 hours per week
Experience Level
- 10-12+ years
Education Level
- CFA/CAIA not required but a plus
Salary/Compensations
- $200,000.00 - $258,500.00 annualized salary
- Discretionary incentive eligible
- Eligible to participate in the annual discretionary plan based on individual and company performance.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
About the Company
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
- We drive Responsible Growth and deliver 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!
Equal Opportunity
- Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.