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Market Linked Sales Desk Specialist

New York, New York

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.


Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!


The position supports Financial Advisors in the appropriate recommendation and utilization of Capital Markets solutions, particularly Market-Linked Investments (structured notes), via our internal sales desk in New York. This role requires communicating with Financial Advisors and their team members on a daily basis to educate and inform them on the details of various capital markets solutions, assist in order entry, support the secondary market, and generally educate on underlying structures and indices. Additionally, internal sales specialist will support the external specialists and their sales related activities.

Job Responsibilities:

  • Providing Financial Advisors with a high level of service and technical expertise on Market Linked Investments (MLI) and how they can be incorporated into client portfolios where appropriate. Successful candidate will be assigned two coverage territories to support the External/Hybrid Capital Markets Specialists in those territories. They will be responsible for both a dedicated segment of FAs in those territories and fostering greater adoption of MLIs with those FAs, as well as support their external/hybrid CM Specialists’ coverage efforts.
  • Remaining current on market trends across all major asset classes (equities, fixed income, etc.…) and being versed in the BofA Global Research and CIO views within those asset classes. A key skill in order to achieve success in this role will be the ability to communicate tactical and strategic market views and how to express those views across all capital markets products (MLI, derivatives, cash securities, etc.…)
  • Remaining current on all capital markets products and underlying derivative structures, help create awareness of these solutions and identify opportunities for FAs to engage in discussions with Capital Markets trading, strategy and origination teams to determine appropriate solutions for client needs.
  • Lead business critical daily, weekly and monthly tasks necessary to facilitate the launch of the MLI calendar, notification to FAs of maturing MLI’s in their book and maintenance of the primary sales and product internal website


  • Series 7 and 66 licenses 
  • Previous experience supporting Financial Advisors 
  • Strong communication and organizational skills (phone skills, virtual presentations and in-person 1x1 and group presentations)
  • Ability to work well in a fast paced team atmosphere
  • Bachelor’s degree in related field


  • Prior Market-Linked Investment or derivatives experience is preferred


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

New York pay and benefits information

New York pay range:

$112,500 - $141,300 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.


This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

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