Bank of America AI Sales Desk Specialist in New York, New York
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.
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.
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
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
Assistance for Applicants with Disabilities
Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .
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.
Frequently Asked Questions
Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.