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Product Specialist – ISG – Managed Investments

Pennington, New Jersey;

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 Investment Solutions Group is responsible for providing investment insights, platforms and solutions for client serviced within Global Wealth and Investment Management including Merrill Lynch Wealth Management, Private Bank and Consumer Investments.

As a member of the Managed Investments team, this role will provide support for the Exchange Traded Products (ETP) business, which covers exchange traded funds and exchange traded notes, across the various platforms.

Job Description:
Responsibilities include monitoring the performance of a domestic discretionary or non-discretionary, advisory product, which may include managing a product within the brokerage or institutional offering. Responsibilities include working with more senior Product Specialists in developing product plans, strategies and enhancements, and performing data collection and coordination activities.


  • Assisting ETP team leads with key product menu support and strategic initiative support
  • Manage relationships with Third-Party Asset Managers
  • Partner with CIO and Third-Party Asset Managers on product coverage and analysis
  • Maintain field facing tools and collateral such as the product website and the product listing
  • Manage the field communications process, which informs the field of key events such and fund closures and liquidations.  This includes communications template management and requires partnering with key support areas, as well as direct interaction with the field
  • Manage key ETP product routines that are critical to ensuring the ETP offering is managed to our guidelines, such as reviewing new fund launches for status management, identifying special types of ETP strategies such as crypto related ETPs for unique status requirements, etc.
  • Perform data mining exercises that support the overall ETP business
  • Maintain the ETP mailbox to ensure timely and effective responses to correspondence from the field

Required Qualifications:     

  • 2-5 plus years ETP product or financial services experience
  • Series 7 and 66 registration within 120 days of hire
  • Strong communication and organization skills
  • Ability to multi-task and simultaneously manage daily responsibilities and projects
  • MS Office Proficiency (Excel, Word, PowerPoint)
  • MIDAS or COGNOS, or the ability to learn data mining query tools

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent


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

Jersey City pay and benefits information

Jersey City pay range:

$98,900 - $122,300 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.