Alternative Investments Regional Specialist - Private Bank

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Job Description:

Bank of America Merrill Alternative Investments is seeking an experienced sales professional to join the Alternative Investments Specialist organization supporting the Private Bank. The position will primarily be focused on the sales, marketing and education of hedge funds, private equity offerings and real asset solutions available on the Alternative Investments platform to Portfolio Managers within Bank of America Private Bank. The position will also be responsible for servicing existing client assets and assisting with the prospecting of ultra-high-net-worth and institutional investors.

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

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay and benefits information

Pay range

$150,000.00 - $250,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.