Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

• Being the subject matter expert on market linked investments (structured notes) to financial advisors in the territory.
• Providing education and creating awareness to financial advisors regarding various capital markets solutions, including but not limited to, concentrated stock strategies, equity and fixed income trading as well as listed and OTC derivatives.
• Staying current on investment trends impacting the broader financial markets, as well as the investment views coming from the firm's CIO and Global Research department to educate Financial Advisors and determine actionable ideas to express those views.
• Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Wealth Management market leadership. The business strategy will also include working closely with other members of the ISG specialist team and Capital Markets home office colleagues.
• Actively participate in Financial Advisor meetings with high-net-worth clients and prospects
• Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Advisors on underlying manager performance and the importance of diversification.

• 8+ years of financial services product and/or sales experience
• Ability to travel throughout coverage area (3-4 days a week)
• Strong oral and written communication skills
• Self-motivated individual with a passion for capital markets
• Current FINRA Series 7 and 66 (or 63 and 65) licenses required, or ability to obtain within 120 days of start date

• Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus)
• Knowledge/experience with capital markets solutions, with an understanding of Market Linked Investments (structured notes)

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Relationship Building
• Collaboration
• Presentation Skills
• Prospecting
• Referral Management
• Wealth Planning
• Referral Identification