Head of Private Wealth Management Alts Specialist Team

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

• →Educate advisors on platform offerings, investment strategies, and product suitability for various client profiles
• →Assist in creating proposals for clients based on market research and analysis
• →Manage relationship with clients and advisors by being present in local offices and proactively reaching out
• →Partner with regional leadership to drive adoption of alternative products within network
• →Responsible for all hiring, development, evaluation and coaching activity for the Private Wealth Management (PWM) Alts Specialist team.
• →Supervise and mentors the PWM Internal Sales Desk members and foster an environment of collaboration between internal and external Specialists
• →In addition to leading the PWM Alts Specialist team, the candidate will assume Alts Specialist responsibilities for the Northeast region.  This will require the candidate to develop a business strategy that enables them to work independently in the territory alongside local PWM market leadership and Financial Advisors.  
• →Engage with members of the broader Alternative Investments Sales Team, home office leadership, and selects third-party product partners to cultivate future Alts growth.
• →Develop a comprehensive and in-depth understanding of the Merrill PWM portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets.
• →Work with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and advisor experience.

• 10+ years of financial services product and/or sales experience
• Travel throughout coverage area (2-3 days a week)
• Strong oral and written communication skills
• Knowledge of alternative investment products
• Self-motivated individual with a passion for alternative investments and a strong desire to lead
• Currently hold Series 7, 63, and 65 or 66 licenses, or be able to obtain them within 120 days of hire

• Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus)

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