Job Description:
Job Description:
The Sales Relationship Management (“SRM”) group covers BofA’s top 150+ strategic institutional investor clients globally (including hedge funds, asset managers, insurers, sovereign wealth funds, and banks). The SRM group serves as a central point of contact and provides strategic relationship coverage for these clients across the firm via consistent senior level (“C-suite”) dialogue & coverage.
Key Goals of SRM:
Deliver the firm’s best resources and solutions
in order to become a strategic partner and dealer of choice for our important & largest clients, globallyDrive increase in BofA’s market share penetration
across relevant products (FICC & Equities, & other strategic opportunities) and, importantly, drive incremental revenue- Drive “client swarm” approach to deliver the firm, win fee-based & strategic mandates, and
close product wallet gaps
- Forge
relationships with client senior management
, including C-level executives, partners, regional heads toidentify key opportunities through coordinated, holistic coverage
across coverage teams across the firm - Partner across Global Markets (intense focus), Global Corporate & Investment Banking, and Wealth Management to deliver BofA franchise –
drive cross-product lines business opportunities
, andhelp deepen client wallet penetration
- Understand the needs and priorities of our clients and match that with the strengths of our firm on a consistent basis
- Help clients achieve their goals on AUM growth & performance objectives
As an seasonedAssociate on the Americas SRM team, the individual will be responsible for developing strategic insights, facilitating client coverage and supporting the APAC based SRMs.
Key Responsibilities
- Drive and implement key client and franchise initiatives that are owned by, and impact the global SRM team
- Devise strategic business plans, presentations, briefing memos and other deliverables for senior management and SRMs
- Serve as a key resource working closely with SRMs to support day-to-day client coverage, create client deliverables and meet ad-hoc client requests
- Facilitate communication and drive coordination among sales coverage teams
- Manage and maintain internal databases and models proprietary to the SRM team
- Streamline processes and routines to more efficiently execute day-to-day tasks
- Develop effective and strategic sales skills, as well as broad based product knowledge
- Analyze both internal and third party data sets in order to identify key areas of focus for Senior Management
Key Qualifications
- Strong verbal and written communication skills with the ability to engage productively with senior management, internal colleagues, and clients
- Ability to think strategically and be proactive; strong work ethic, initiative and self-starter
- Strong organizational and prioritization skills, attention to detail and able to manage multiple client and firm deliverables at once
- Skilled with Microsoft applications, including Excel, PowerPoint and Word
- Solid quantitative and analytical skills using Excel and Tableau; ability to manage and analyze large datasets
- Ability to work efficiently as an individual and in a team environment
- Strong interest in financial markets and ability to absorb the inner-workings of several asset classes & products
- Previous work experience or knowledge of fixed income and equity products a plus
- Prior industry experience required