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Alternative Investments Private Markets Technical Specialist
senior · Private Equity / Venture Capital
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Bank of America Merrill Alternative Investments is seeking an experienced sales professional to join its Alternative Investments Specialist organization. Responsible for driving distribution, advisor engagement, and client adoption of private equity, private credit, and real asset solutions, while supporting existing client assets and prospecting UHNW and institutional investors across Merrill and Bank of America Private Bank.
Responsibilities:
- Develop deep expertise in Bank of America’s portfolio construction framework for alternative investments.
- Construct customized portfolio recommendations for our largest, most sophisticated clients.
- Evaluate private market strategies and solutions in consultation with Origination and Due Diligence.
- Create strategic business plans in coordination with local leadership and regional specialists.
- Improve Advisor experience by working across functional groups including product, operations, marketing, legal, risk, and compliance.
- Monitor macroeconomic and market trends impacting alternative investments to educate advisors and clients on performance drivers and diversification benefits.
Qualifications:
- 8-10+ years of financial services product and/or sales experience
- Direct experience and expertise in alternative investment products, specifically with Private Equity, Credit & Real Estate
- Extensive regional travel capability, 50-60%
- Hold or attain Series 7 and 66 licenses within 120 days of hire
Skills:
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Pipeline Management
- Relationship Building
- Collaboration
- Presentation Skills
- Prospecting
- Referral Management
- Wealth Planning
- Referral Identification
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40