Wealth Management Specialist - Npd Fp jobs at Bank Of America in United States, York
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BOA
Bank Of America Wealth Management Specialist - NPD FP United States, York
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. SAFE Act Registration; ADV-2B Required. Obtain and/or maintain...
Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform. Respond to inquiries on existing funds from financial advisors and sales...
Execution across a wide range of foreign exchange needs including cash management, hedging and investment strategies. Execute interest rate risk management solutions to address floating rate liabilities associated with commercial...
Perform critical operational functions including reconciliations, equity swaps and derivatives lifecycle management, corporate action processing, trade allocations and amendments. Responsible for the analysis and resolution of a wide variety of...
Responsible for post-closing credit activities including processing approvals for pre-approved extensions and minor modifications, and ensuring associated legal documents are properly documented. Responsible for all monitoring and maintenance activities on...
3 years of progressively responsible experience in the job offered or a related finance / banking occupation. Bachelor’s degree or equivalent in Finance, Business Administration, Financial Economics, or related; and....
Sourcing managers/funds. Onboarding managers and launching feeder funds and direct investments. Determining offering and pricing structures. Negotiating terms. Managing external funds relationships while assisting on existing products. Driving initiatives that...
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. SAFE Act Registration; ADV-2B Required. Obtain and/or maintain...
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