Bank Of America Alternative Investments Internal Sales Specialist 

United States, New York, New York 

468524065

The Alternative Investment Sales Desk associate will provide support to Alternative Investment Specialists as well as Financial Advisors on suite of Alternative Investment products in order to drive utilization of those products. Assist in the coordination of all sales efforts for the Merrill Lynch Alternative Investments platform -including private equity, hedge funds, managed futures, real assets, non-traditional mutual funds and other alternative investment strategies.

Job Responsibilities:

• Act as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value proposition of AI, the different types of solutions available, the best practices with implementation and portfolio construction, as well as ongoing fund updates and reviews
• Responsible for being proactive in scheduling meetings within respective territories, being resourceful with inbound inquiries and being reliable in helping support service related inquiries
• Broaden the base of AI Users by maintaining and building new trusted partnerships with Advisors in the territory
• Partner with field-based Alternative Investments Specialists, working closely as a dedicated home-office based resource in covering territory
• Coordinate the efforts of third party wholesalers/resources within the respective territory
• Coordinate regional events and roadshows with fund managers to educate advisors and clients on alternative investment strategies and products

Required Qualifications:

• 2-5 years+ experience in financial services
• Hold or attain Series 7 and 66 licenses within 120 days of hire
• Ability to explain complex concepts clearly and simply
• Ability to make presentations effectively
• The ideal candidate should be highly motivated and organized
• Prior sales and marketing experience
• Knowledge of alternative investments
• Understanding of the wealth management industry
• Team player with the ability to work effectively in a team or independently
• Ability to represent the firm professionally with internal and external contacts

Desired Qualifications:

• Bachelor's degree in related field
• Knowledge of Excel, Word, and PowerPoint programs
• Knowledge of Salesforce and Tableau
• Experience with alternative investments
• Completion of or progress toward CFA/CAIA

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)