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About the Role
As an Advisory Growth Specialist, you will own your territory and drive the growth of investment advisory assets by partnering with Financial Advisors and Market Executives. You will identify growth opportunities, create action plans, and monitor performance monthly. This involves coaching advisors on positioning advisory relationships, explaining the value of advisory relationships to clients, and presenting investment recommendations.
Responsibilities
- Partner with Market Executives and Financial Advisors to drive advisory growth through brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion.
- Lead opportunity reviews and pipeline discussions, identifying priorities, clearing obstacles, creating accountability, and helping advisors turn plans into results.
- Coach advisors on business development and advisory positioning, informed by guidance from our Chief Investment Office on portfolio construction, manager selection, and asset allocation.
- Sit in client and prospect meetings, help advisors articulate the value of an advisory relationship, bring solution expertise into the room, and help close.
- Support recruiting, onboarding, private briefings, and client events by showcasing Merrill’s capabilities and pulling in the right specialists at the right time.
- Track and communicate results using data and insight to sharpen where you spend your time.
Requirements
- 7+ years of financial services experience, including 3 or more years working with Financial Advisors or in investment management.
- Experience supporting, distributing, or selling investment products, advisory solutions, or related financial services offerings.
- Working knowledge of professionally managed investment products or the investment advisory business.
- Strong communication and presentation skills, with the ability to hold a room and handle pushback in the moment.
- Demonstrated ability to manage competing priorities and deliver in a fast-moving environment.
- Comfort using CRM systems, sales tools, and reporting platforms to manage activity and measure results.
- Willingness to travel regularly within your assigned territory.
- Series 7 and 63/65 or 66, or the ability to obtain them within 120 days of your start date.
- A track record of building trusted relationships with Financial Advisors, business owners, sales professionals, or other demanding stakeholders.
- Strategic thinking and the ability to partner with senior leaders on market and sales strategy.
- Consultative sales instincts, including the confidence to name an opportunity and ask for the business.
- Comfort holding experienced professionals accountable to what they committed to, without becoming someone they avoid.
- Genuine interest in investments and a practical grasp of advisory solutions, portfolio construction, and fiduciary business models.
- Presence in front of clients, including the judgment to know when to lead a conversation and when to let the advisor own it.
- Fluency with data and pipeline tools such as Tableau, Copilot, or Salesforce to decide where your time goes.
- The self-direction to run a territory independently while staying tightly connected to market leadership and internal partners.
Skills
- Investment advisory assets growth
- Partnership with Financial Advisors and Market Executives
- Identifying growth opportunities
- Action plan creation
- Performance monitoring
- Coaching advisors
- Investment insights
- Client relationship management
- Business development
- Portfolio construction
- Manager selection
- Asset allocation
- Solution expertise
- Sales
- Data analysis
- CRM systems
- Sales tools
- Reporting platforms
- Strategic thinking
- Consultative sales
- Data fluency
- Pipeline management
Location
- San Francisco, CA
- Chicago, IL
- New York, NY
Work Type
- In-office culture
- Full-time
Experience Level
- 7+ years of financial services experience
- 3+ years working with Financial Advisors or in investment management
Salary/Compensations
- $144,000.00 - $198,000.00 annualized salary
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
- Discretionary incentive eligible
- Eligible for annual discretionary award based on performance
About the Company
- Bank of America is 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.
- We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
- We value the unique perspectives individuals bring from all backgrounds and career paths.
- Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
- At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Equal Opportunity
- The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA.