Onsite Senior Product Specialist – Non-Registered

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About the role

  • 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

Benefits

  • health insurance
  • retirement plans
  • paid time off
  • flexible work arrangements
  • professional development

Job title

Senior Product Specialist – Non-Registered

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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