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Senior Product Specialist

New York, New York

Job Description:

Job Description:

We are seeking a Vice President level professional to join Bank of America’s Alternative Investments “AI” Distribution organization to focus on Sales Strategy & Partner Management. The position will be based in New York.

Main responsibilities will include:

  • Supporting Head of AI Distribution and other Sales leaders in the development of AI Distribution strategy, as well as administration of key sales and activity reporting
  • Coordinating across all AI  Distribution functions to create/execute a unified AI sales strategy to optimize resources, sales routines and reporting to capture growth and support the needs of  clients and advisors
  • Leveraging 3rd party asset manager partners to optimize commitment /deployment of resources and developing solution-specific strategy for high impact partnership
  • Partnering with key constituents across GWIM in developing and supporting the execution of AI Educational and Marketing initiatives including, but not limited to, in-person field engagement opportunities, AI events, CIO Office and 3rd party content dissemination, direct-to-client efforts, and data provisioning
  • Lead partnership efforts with key cross-firm stakeholders to ensure coordination, monitor “balance-of-trade”, effectively leverage resources and capture business development opportunities

Additional Criteria:

  • Undergraduate degree in business administration, marketing or finance (CFA, CAIA or MBA a plus)
  • Candidate must have 5 years + of financial services product and/or sales experience
  • Deep knowledge of alternative investment products across all strategies.
  • Series 7, 63, 65 or 66


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
222 BROADWAY, NY, New York, 10038