Alternative Investments Regional Specialist - Private Bank

Alternative Investments Regional Specialist

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

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.