Accounts Payable Assistant supporting Finance team at Voyageur Aviation Corp. Reconciling vendor invoices and managing accounting tasks in a hybrid or remote setup.
About the role
- Regional IAP Specialist providing financial advisory services at Bank of America. Responsible for driving sales growth through support and guidance for financial advisors.
Responsibilities
- The Regional IAP Specialist provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership.
- Help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients.
- Advice and guidance informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices.
- Focused on supporting the advisors to drive sales growth through in-person meetings, virtual and phone interactions.
- Develop and execute strategies to achieve growth goals for their territories.
- Partner with their coverage team to collaborate and bring holistic advice and guidance to their advisors.
Requirements
- 10+ years experience in financial services industry
- 10 years sales experience
- Knowledge of professionally managed investment products and/or investment advisory business preferred
- Deep subject matter expertise on the Firm's high-conviction investment offerings, including our Firm Discretionary solutions preferred
- Ability to work under pressure, meet deadlines and meet clearly defined measurements
- Strong communication, interaction and presentation skills required
- Self-motivated, adaptive, positive attitude and high energy are a must
- Must display a passion for achieving aggressive goals in innovative and highly professional way
- Bachelor’s degree or equivalent experience
- Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date.
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits.
- Access to paid time off.
- Resources and support to our employees.
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