Internal AI Specialist

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:

The Alternative Investment Sales Desk associate will provide support to Alternative Investment Specialists as well as Financial Advisors on suite of Alternative Investment products in order to drive utilization of those products. Assist in the coordination of all sales efforts for the Merrill Lynch Alternative Investments platform -including private equity, hedge funds, managed futures, real assets, non-traditional mutual funds and other alternative investment strategies.

Job Responsibilities:

• Act as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value proposition of AI, the different types of solutions available, the best practices with implementation and portfolio construction, as well as ongoing fund updates and reviews
• Responsible for being proactive in scheduling meetings within respective territories, being resourceful with inbound inquiries and being reliable in helping support service related inquiries
• Broaden the base of AI Users by maintaining and building new trusted partnerships with Advisors in the territory
• Partner with field-based & home office Alternative Investments Specialists, working closely as a dedicated home-office based resource in covering territory
• Coordinate the efforts of third party wholesalers/resources within the respective territory Internal Specialists are expected to record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.

Skills:

• Collaboration
• Oral Communications
• Presentation Skills
• Relationship Building
• Written Communications
• Attention to Detail
• Customer and Client Focus
• Negotiation
• Prioritization
• Problem Solving
• Conflict Management
• Critical Thinking
• Decision Making
• Project Management
• Strategic Thinking

Qualifications:

• 2-4+ years’ experience in financial services
• Hold or attain Series 7 and 66 licenses within 120 days of hire.
• Prior sales and marketing experience
• Knowledge of alternative investments
• Understanding of the wealth management industry            
• Team player with the ability to work effectively in a team or independently.
• Ability to represent the firm professionally with internal and external contacts.
• The ideal candidate should be highly motivated and organized.

Shift:

Hours Per Week: