Description

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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
The Regional IAP Specialist provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients.

Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices for integrating our managed asset platform into various financial advisor business models.

Job Responsibilities:

Responsibilities include (but are not limited to) the following:

• Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered on investment advisory business.
• The Regional IAP Specialist is focused on supporting the advisors in their respective divisions to drive sales growth through in-person meetings, virtual and phone interactions. They should think independently, develop and execute strategies to achieve their growth goals for their respective territories.
• The Regional IAP Specialist shall partner with their coverage team potentially consisting of their Regional IAP Specialist Analyst and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.

Qualifications:

• 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.

Skills:

• Executive Presence
• Portfolio Analysis
• Portfolio Management
• Research Analysis
• Wealth Planning
• Active Listening
• Adaptability
• Product Marketing and Branding
• Sales Strategy
• Trading and Investment Analysis
• Coaching
• Collaboration
• Customer and Client Focus
• Influence
• Process Simplification

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay and benefits information

Pay range

$162,000.00 - $198,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.