Alternative Investments Sales Desk Specialist

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

• →Assists in coordination of third party wholesalers and regional events with fund managers to educate advisors and clients on strategies and products
• →Acts in proactive manner when it comes to scheduling meetings and providing strategic and subject matter expertise support to advisors
• →Operates as subject matter expert on alternative investments and the platforms and strategies that are provided
• →Utilizes networking skills to maintain and build new trusted partnerships with advisors in the territory
• →Partners with field based specialists as well as other support partners across business acting as the dedicated home-office based resource covering a territory
• →Acts 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
• →Broadens the base of AI Users by maintaining and building new trusted partnerships with Advisors in the territory
• →Partners with field-based & home office Alternative Investments Specialists, working closely as a dedicated home-office based resource in covering territory
• →Coordinates the efforts of third party wholesalers/resources within the respective territory

• 2-5 years+ experience in financial services
• Ability to explain complex concepts clearly and simply
• Ability to make presentations effectively
• Highly motivated and organized
• 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
• Series 7, Series 66, and SIE licenses are preferred at the time of hire; otherwise, candidates must be able to obtain them within 120 days of hire.

• Experience with alternative investments
• Completion of or progress toward CFA/CAIA

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