Alternative Investments Regional Specialist - Private Bank
$150k/y-$250k/y
3 days ago
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OnsiteFull-timeSenior
Summary
Bank of America is seeking an Alternative Investments Regional Specialist - Private Bank to join their team in San Francisco, CA. The role focuses on the sales, marketing, and education of alternative investment products to Portfolio Managers within the Private Bank.
About the Role
As an Alternative Investments Regional Specialist, you will develop a comprehensive understanding of the Private Bank's portfolio construction process regarding alternative investments. Your responsibilities will include creating and executing a business strategy, providing proactive feedback to enhance client experiences, and staying current on market trends to educate clients and Portfolio Managers.
About You
Required:
- 8+ years of financial services product and/or sales experience.
- Knowledge of alternative investment products.
- Strong oral and written communication skills.
- Self-motivated individual with a passion for alternative investments.
Preferred:
- Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus).
- Series 7 & 66 preferred at time of hire or must be able to obtain within 120 days of start date.
Benefits
- Competitive salary range of $150k–$250k.
- Opportunities for career growth and development.
- Comprehensive benefits package including health and wellness support.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
San Francisco, CA