Product Specialist at Bank of America focusing on sales, marketing, and education of alternative investments. Overseeing client experience and collaborating with operations and marketing teams.
Responsibilities
Managing strategic initiatives and enhancing the investment offering by overseeing the client experience.
Creating and executing a business strategy that allows the candidate to work independently
Providing proactive and solutions-oriented feedback based on interactions with various departments.
Staying current on trends impacting financial markets and alternative investment strategies.
Requirements
8+ years of financial services product and/or sales experience
Knowledge of alternative investment products
Travel throughout coverage area (3-4 days a week)
Strong oral and written communication skills
Self-motivated individual with a passion for alternative investments
Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus) is preferred
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