Bank of America Corporation

ISG UHNW Portfolio Strategist

Bank of America Corporation • $125K — $150K *
Tampa, FL 33647In-Person
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Series 7 and 66 licenses required
  • 10+ years of experience in financial services
  • 5+ years of sales experience
  • Strong communication, interaction, and presentation skills
  • Self-motivated and adaptive with a positive attitude
  • Bachelor's degree required

Responsibilities

  • Develop relationships with UHNW-focused Financial Advisors to educate them about team capabilities
  • Strategize on deepening existing UHNW client relationships and presenting solutions
  • Lead portfolio construction for new money opportunities with UHNW clients
  • Deliver investment expertise through client discovery and custom asset allocation
  • Collaborate with enterprise specialists to meet full spectrum of client wealth needs
  • Partner with local market executives to provide valuable content to advisors

Benefits

  • Access to advanced investment expertise and strategic resources
  • Opportunities for professional growth within a supportive team environment
  • Collaboration with various specialists across the firm
  • Engagement in comprehensive financial advisory services for UHNW clients
  • Involvement in a dynamic, fast-paced working environment
Full Job Description
Job Description:

This job is responsible for partnering with Financial Advisors to assist in delivering holistic investment guidance to existing and prospective UHNW clients. Key responsibilities include providing guidance through personalized product and platform agnostic portfolio construction process utilizing CIO and ISG solutions. This job typically works under direction of senior associates to determine if there is opportunity to deepen UHNW relationships and facilitate engagement with resources across the firm to deliver the full breadth of UHNW capabilities.

The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering with Financial Advisors to deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Strategists will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment manager selection and asset allocation and personalized to specific client circumstances. Additionally, Strategists will partner with Specialists across the bank to deliver appropriate solutions spanning: custom lending, trust and estate planning, philanthropic services, business sales and beyond.

Responsibilities:
  • Develops relationships with UHNW focused Financial Advisors in assigned territory to educate on team's capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.
  • Strategizes with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suit of solutions to prospective clients.
  • Leads the portfolio construction process for new money opportunities with UHNW clients and prospects.
  • Delivers investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.
  • Partners and collaborates with enterprise Specialists to ensure full scope of the client's wealth needs are met.
  • Partners with local Merrill Market Executives to deliver value add content to advisors.


Required Qualifications:
  • Series 7 and 66 licenses
  • 10+ years' experience in financial services industry
  • 5+ years' sales experience
  • Strong communication, interaction and presentation skills
  • Self-motivated, adaptive, positive attitude and high energy
  • Bachelor's degree


Desired Qualifications:
  • Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors
  • Enhanced investment credentials desired (CIMA, CAIA, CPWA, CFA, etc.)


Skills:
  • Market Analysis
  • Portfolio Management
  • Wealth Planning
  • Analytical Thinking
  • Client Investments Management
  • Client Solutions Advisory
  • Networking
  • Strategic Thinking
  • Business Acumen
  • Collaboration
  • Critical Thinking
  • Oral Communications


Shift:
1st shift (United States of America)

Hours Per Week:
40

About Bank of America Corporation

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management. It was formed through the combination of the corporate and investment banking activities of Bank of America and Merrill Lynch following the acquisition of the latter by the former in January 2009. Bank of America completed the acquisition of Merrill Lynch & Co on 1 January 2009. Bank of America began rebranding all of its corporate and investment banking activities under the Bank of America Merrill Lynch name in September 2009. In April 2010, Bank of America Merrill Lynch appointed Christian Meissner as head of investment banking for Europe, Middle East and Africa. In April 2011, Bank of America Merrill Lynch integrated its corporate and investment banking operations into a single division. In October 2013, Bank of America Merrill Lynch was recognised as the Most Innovative Investment Bank of the Year in The Banker's Investment Banking Awards.

Bank of America Corporation Careers

Join the dynamic team at Bank of America Corporation, a premier global financial institution where innovation, leadership, and growth go hand in hand. As one of the largest banks in the world, we offer unparalleled job opportunities and a culture that values diversity, inclusion, and professional growth. Work You’ll Do At Bank of America Corporation, you’ll be part of a team that’s dedicated to making a real difference. Whether you’re helping families buy their first home, advising businesses on expansion, or developing cutting-edge financial technologies, your work will have an impact. Our commitment to leadership in the financial industry has never been stronger, and we need passionate, skilled professionals to lead our journey. Explore a World of Opportunities From entry-level positions to leadership roles, Bank of America Corporation offers a variety of career paths in areas such as investment banking, technology, marketing, and risk management. Our job opportunities span the globe, providing the chance to work alongside the best in the industry and develop skills that will propel your career forward. Internship Programs Kickstart your career with Bank of America Corporation’s internship programs. These opportunities provide hands-on experience and a chance to engage in meaningful work that complements your academic studies. Interns gain invaluable networking opportunities, receive mentorship from seasoned professionals, and learn about the culture and operations of a global financial leader. Benefits and Growth Bank of America Corporation is committed to the well-being and continuous professional development of our team members. We offer a competitive benefits package that supports the health, financial stability, and work-life balance of our employees. Our training programs and development initiatives ensure that every team member has the opportunity to grow and advance within the company. Inclusive Culture We believe our strength lies in our diversity. Bank of America Corporation fosters an inclusive environment where all employees can thrive. Through diversity training and a commitment to equal opportunities, we cultivate leadership and innovation that reflect the wide-ranging communities we serve. Join Our Team Are you ready to advance your career at a company that’s at the forefront of the financial industry? Explore the positions available at Bank of America Corporation and find where your skills and interests align with our needs. We are continuously hiring and looking for individuals who are curious, creative, and eager to drive change. Stay Connected Keep up to date with the latest from Bank of America Corporation Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that match your career interests and get insider tips that can help you during your application and interview process. Bank of America Corporation is not just a company—it’s a place where you can shape your future and the future of finance. Join us and be part of a team that’s redefining what a bank can be.
Learn more about Bank of America Corporation
Size
208,000 employees
Market Cap
$260.3 billion
Industry
Net Income
$17.8 billion
Founded
1998
5 Year Trend
-1.4%
NASDAQ

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