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Hedge Fund and Private Markets Technical Product Specialists

New York, New York

Job Description:

Job Description:

Open role in Bank of America’s Alternative Investments “AI” Distribution organization to focus on Sales Strategy & Partner Management. The position will be based in New York.  Vice President/Director level sales professional to join Merrill Lynch's Alternative Investments (MLAI) distribution organization to focus on hedge fund, private equity and real asset sales, marketing and education. The position will primarily be responsible for servicing existing client assets and assisting with the prospecting of ultra high net worth and institutional investors by way of Merrill Lynch financial advisors Bank of America Private Bankers.

Main responsibilities will include:

  • Supporting AI Distribution and 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

Qualifications:

  • Candidate must have 10 years + of financial services product and/or sales experience
  • Deep knowledge of alternative investment products across all strategies; open to reviewing more deeply as long as have translatable investment experience
  • Private equity and hedge fund background preferred
  • Ability to negotiate.  Experience with legal documentation 
  • Maintain Series 7, 63 & 65 or 66
  • Undergraduate degree in business administration, marketing or finance preferred; CFA, CAIA or MBA a plus
  • Travel responsibilities throughout coverage area (3-4 days a week).

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Description:

Open role in Bank of America’s Alternative Investments “AI” Distribution organization to focus on Sales Strategy & Partner Management. The position will be based in New York.  Vice President/Director level sales professional to join Merrill Lynch's Alternative Investments (MLAI) distribution organization to focus on hedge fund, private equity and real asset sales, marketing and education. The position will primarily be responsible for servicing existing client assets and assisting with the prospecting of ultra high net worth and institutional investors by way of Merrill Lynch financial advisors Bank of America Private Bankers.

Main responsibilities will include:

  • Supporting AI Distribution and 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

Qualifications:

  • Candidate must have 10 years + of financial services product and/or sales experience
  • Deep knowledge of alternative investment products across all strategies; open to reviewing more deeply as long as have translatable investment experience
  • Private equity and hedge fund background preferred
  • Ability to negotiate.  Experience with legal documentation 
  • Maintain Series 7, 63 & 65 or 66
  • Undergraduate degree in business administration, marketing or finance preferred; CFA, CAIA or MBA a plus
  • Travel responsibilities throughout coverage area (3-4 days a week).

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21043410

Band: H4

Manages People: No

Travel: Yes, 50% of the time

Manager:

Talent Acquisition Contact:

Wayne Duncan

Referral Bonus:

0

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036