Full-Time

AI Regional Specialist

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Senior

Atlanta, GA, USA

Requires travel throughout coverage area 3-4 days a week.

Category
Investment Banking
Private Equity
Finance & Banking
Required Skills
Business Strategy
Requirements
  • Travel throughout coverage area (3-4 days a week)
  • Strong oral and written communication skills
  • Knowledge of alternative investment products
  • Self-motivated individual with a passion for alternative investments
  • Series 7, 63, 65 or 66 (or equivalent licenses) or ability to receive within 120 days
Responsibilities
  • Developing a comprehensive and in-depth understanding of the Bank of America / Merrill Lynch portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets.
  • Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Wealth Management market leadership.The business strategy will also include working closely with other members of the Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate and grow future AI business prospects.
  • Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and Advisor experience.
  • Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Advisors on underlying manager performance and the importance of diversification.

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. One of its key strengths is its position as a leading wealth management firm, as well as its prominence in corporate and investment banking and trading. Unlike many of its competitors, Bank of America combines a vast network of services with a strong focus on both personal and corporate financial needs. The goal of Bank of America is to help clients achieve their financial goals through comprehensive financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Working at Bank of America offers exposure to a diverse range of financial products and services, enhancing career development opportunities.
  • The bank's leadership in wealth management and investment banking provides employees with the chance to work on high-impact projects and deals.
  • Bank of America's global presence and strong market position offer stability and growth potential for employees.

What critics are saying

  • The highly competitive nature of the financial services industry requires Bank of America to continuously innovate to maintain its market position.
  • Regulatory changes and economic fluctuations can impact the bank's operations and profitability, posing challenges for employees.

What makes Bank of America unique

  • Bank of America stands out as a global leader in corporate and investment banking, offering a comprehensive suite of financial services that cater to a wide range of clients from individuals to large corporations.
  • The bank's extensive network and relationships with approximately 56 million U.S. consumer and small business clients provide a significant competitive edge in the financial services industry.
  • Bank of America's involvement in high-profile credit facilities, such as Uber's $5B revolving credit, showcases its capability to handle large-scale financial transactions.

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