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Bank Of America Senior Product Specialist United States, New Jersey, Jersey City 462459052
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Job Description:
Job Description:
The Investment Solutions Group is responsible for providing investment insights, platforms and solutions for clients serviced within Global Wealth and Investment Management including Merrill Lynch Wealth Management, Private Bank and Consumer Investments.
Managed Account Advisors (MAA) is a Registered Investment Advisor that serves as the central resource for implementing and managing investments in the Merrill Lynch Investment Advisory Program (IAP), Select Portfolio Solutions Program (SPS) for the Private Bank and Merrill Guided Investing (MGI) for Consumer Investments.
Required Qualifications:
- 8+ years of wealth management experience
- Must hold or attain Series 65 license within 120 days of hire
- Strong communication skills and collaborator with internal and external partners
- Investment experience across mutual funds, ETFs, SMAs, and model portfolios
- Critical thinking, creative mindset to help develop improvements to internal processes and technology tools
- Strong team player and mindset for problem solving, time management skills working within a market sensitive environment.
- Superior presentation and communication skills as the role interacts with Advisors and Portfolio Managers
- Advanced skills in Excel, Access or database knowledge
- Advanced skills in PowerPoint to develop presentations
- Strong executive presence; dealing with market sensitive issues
Desired Qualifications:
- 5+ years investment advisory industry experience
- CIMA, CFA or MBA
Skills:
- Analytical Thinking
- Customer and Client Focus
- Financial Forecasting and Modeling
- Monitoring, Surveillance, and Testing
- Risk Management
- Causation Analysis
- Client Management
- Market Analysis
- Product Marketing and Branding
- Relationship Building
- Negotiation
- Networking
- Presentation Skills
- Product Management
Minimum Education Requirement:
- Bachelor's degree in related field
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