Alternative Investment Technical Specialist

Responsibilities

• Develop relationships and originate new business from financial advisors and portfolio managers within BofA Merrill Wealth Management.
• Serve as subject matter expert on hedge fund products, platform, and industry to advisors, clients, and other specialists alike.
• Design, present, and execute custom portfolios of hedge funds for significant wealth clients of the firm.
• Deliver input on commerciality of prospective third-party hedge fund partners to internal stakeholders. Provide assessment through the lens of advisor or client demand.

Qualifications

• 10-12+ years’ experience in financial services or relevant experience.
• Knowledge/experience with alternative investments.
• Hold or attain Series 7 and 66 licenses within 120 days of hire.
• CFA/CAIA not required but a plus.

Skills

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Relationship Building
• Collaboration
• Presentation Skills
• Wealth Planning
• Referral Management
• Referral Identification

Benefits

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Schedule

1st shift (United States of America)

Hours Per Week

40