29 days old

Private Wealth Investment Management Specialist

Cincinnati, OH 45217
Private Wealth Investment Management Specialist

Cincinnati, Ohio

**Job Description:**

FOR PRIVATE WEALTH MANAGEMENT ONLY. The Investment Management Specialist is responsible for defining the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio analysis and expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable financial planning tools if appropriate. Partner with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies. Prepare and present client performance review reports to measure their progress to goals. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource.

**The Evelo/Singer/Sullivan Group is an elite Private Wealth Team within Merrill Lynch. We have 30-plus years of experience developing investment and financial plans for innovative entrepreneurs and affluent executives. We manage more than $5.5 billion in client assets, and draw upon the combined talents of twenty-two professionals each with varying areas of expertise to nurture the different dimensions of wealth. We have become the trusted advisor team to some of the regions most prominent and successful families. We attribute our success to our hard work and holistic approach to addressing each client familys personal wealth objectives and goals.**

**Role Responsibilities**

Analyze and understand Merrill and third partyresearch

Monitor and respond to market and non-financial currentevents

Effectively navigate proprietary planning and investment management tools

Deliver investment management, including but not limited to investment proposal, CRC, etc.

Monitor and analyze book pricing internally for FA team

Convey pricing to ensure client's understanding of the value of adviceandaccompanyingsolutions

Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current marketenvironment

Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and timehorizons

Research portfolio recommendations for Investment Committeereview

Prepare materials and coordinate weekly InvestmentCommitteemeetings

Proactively review and manage team proprietary models to align with the InvestmentCommitteedecisions

Manage ML Onevariances/enrollments/updates/withdrawals/terminations

Serveas Primary/LeadTeamMember forprocessing PIA trades in Portfolio

Processing of all trades (discretionary ornon-discretionary)

Create analytical reports forFAstoreviewclient investment portfolio performancesagainstmarketreturns

Propose client recommendations/changes based on client goals, risk tolerance, timehorizonandobjectives


Series7, 63/65 or 66 or equivalent; mustobtainall state registrations in support of Financial Advisor(s) and AdvisorTeam(s) If Series7, 63/65 or 66 or equivalentare not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

SAFEACT Registration; ADV-2BRequired

Obtainand/or maintain at least one firm approved designation

Possessand demonstrate strong communicationskills

Thorough knowledge and understanding of thesuiteof Wealth Management products andservices

Stronganalytical andportfoliomanagement skills with the ability to identify trends and implementinvestmentstrategies to increase growth andmitigate risk

Ability to make sound decisions by having a deep understanding of investment managementbestpractices andpolicies/procedures

Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in asuitableandcontrolledway


1st shift (United States of America)

**Hours Per Week:**


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .


  • Banking / Finance
Posted: 2020-12-16 Expires: 2021-01-15

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Private Wealth Investment Management Specialist

Bank of America
Cincinnati, OH 45217

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