Bank Of America Alternative Investments Regional Specialist - Private Bank 

United States, Georgia, Atlanta 

208222620

Responsibilities:

Developing a comprehensive and in-depth understanding of the Bank of America Private Bank 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 Private Bank 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 Alts 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 PM experience.
• Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Private Bank PMs on underlying manager performance attribution and the importance of diversification.

Qualifications:

• 8+ years of financial services product and/or sales experience
• Knowledge of alternative investment products
• Travel throughout coverage area (3-4 days a week)
• Strong oral and written communication skills
• Self-motivated individual with a passion for alternative investments
• Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus) is preferred
• Series 7 & 66 preferred at time of hire or must be able to obtain within 120 days of start date

Skills:

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

1st shift (United States of America)