MLI Origination 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!

• →Originating and structuring customized OTC derivatives and Market-Linked Investments aligned with client objectives, market views, and risk tolerances.
• →Developing research-driven investment, hedging, and portfolio positioning strategies across asset classes.
• →Preparing term sheets, educational materials, marketing collateral, and client presentations.
• →Pricing, executing, and coordinating transactions with Sales, Trading, Operations, Risk, Legal, Compliance, and Technology partners.
• →Leading strategic platform initiatives focused on modernizing the end-to-end structured products ecosystem.
• →Partnering with internal technology teams and external providers to enhance platform functionality, automate workflows, and improve operational scalability.
• →Defining business requirements and future-state workflows across origination, execution, servicing, and reporting processes.
• →Driving integration and optimization efforts across multiple systems and third-party platforms to deliver a more efficient and intuitive advisor experience.
• →Developing strategic roadmaps and business cases that support innovation, advisor adoption, business growth, and operational efficiency.
• →Identifying opportunities to leverage technology, digital solutions, and industry partnerships to expand capabilities, improve client outcomes, and support the continued growth of the business.

• 2-5+ years of relative financial industry experience.
• Knowledge of capital markets, derivatives, structured products, and portfolio construction.
• Must hold SIE, Series 7, 66, and 79 licenses, or be able to obtain the required licenses within 120 days of hire.

• Strong quantitative, analytical, strategic, and communication skills, with the ability to bridge investment expertise, technology. development, and business transformation initiatives.
• Experience structuring, pricing, or executing derivatives and/or Market-Linked Investments.
• Ability to lead cross-functional initiatives involving business, technology, operations, and external partners.
• Experience developing platform capabilities, workflow enhancements, or business transformation initiatives.
• Strong stakeholder management and communication skills, with the ability to influence across multiple organizations.
• A strategic mindset focused on innovation, scalability, process improvement, and enhancing advisor and client experiences through technology and partnership-driven solutions.

• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Financial Management
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Presentation Skills
• Relationship Building
• Data Management
• Project Management
• Result Orientation

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.