Bank of America AI Sales Desk Specialist in New York, New York

Job Description:

Business Overview:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 14,085 Financial Advisors and $2 trillion in client balances as of December 31, 2014, Merrill Lynch is among the largest businesses of our kind in the world.Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment and wealth management. We help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs — an advisor with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America.

Merrill Lynch Wealth Management is part of Bank of America Corporation.

Job Description:

Work collaboratively and independently to identify opportunities and grow business in assigned markets. The specialist will be expected to manage and develop relationships with financial advisors, clients and prospective clients. These interactions would include providing advice and guidance regarding Alternative Investment implementation from a diverse offering platform as well as arranging and moderating portfolio reviews to optimize client experience.

Additional activities may include:

Coordinating product road-shows with external sales team and third party investor relations personnel, profiling financial advisors and their businesses to identify support future endeavors, and managing follow up efforts to close new business.

Required Qualifications

  • 3 years + experience in a sales or client-facing role within investment management, sales and trading or others

  • Current Series 7 & 66 or understanding of required completion within 120 days of start date

  • Chartered Alternative Investment Analyst (CAIA), a plus

  • Advanced knowledge of financial markets, instruments and investment strategies

  • Strong working knowledge of Microsoft office

  • 4 year degree is required. Preferably finance or business degree

Posting Date : 10/10/2017

Location :

New York, NY, 250 VESEY ST (NY3004),

  • United States

Travel : Yes, 10% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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