Bank Of America AI Regional Specialist 

United States, Texas, Frisco 

929950977

The Alternative Investment Specialist will provide support and guidance to Financial Advisors on suite of Alternative Investment solutions in order to drive utilization of those solutions and satisfy client needs and objectives.

Responsibilities:

• Developing a comprehensive and in-depth understanding of the Bank of America / Merrill Lynch portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets.
• Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Wealth Management market leadership. The business strategy will also include working closely with other members of the Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate and grow future AI business prospects.

• Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and Advisor experience.
• Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Advisors on underlying manager performance and the importance of diversification.

Required Qualifications:

• Travel throughout coverage area (3-4 days a week)
• Strong oral and written communication skills
• Knowledge of alternative investment products
• Self-motivated individual with a passion for alternative investments
• Series 7, 63, 65 or 66 (or equivalent licenses) or ability to receive within 120 days.

Desired Qualifications:

• Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus)
• 8+ years of financial services product and/or sales experience

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Relationship Building
• Collaboration
• Presentation Skills
• Prospecting
• Referral Management
• Wealth Planning
• Referral Identification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)