Divisional Managed Investment Consultant Analyst

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! Description: The Divisional Managed Investment Consultant Analyst will support Financial Advisors and Divisional Managed Investment Consultants on all Merrill Lynch Managed Assets platforms to drive utilization of Managed Asset platforms to optimize usage of IAP to help meet client needs and add scale and efficiency to advisor practices. The Divisional Managed Investment Consultant Analyst 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. 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 practice centered on investment advisory business. The Analyst is focused on supporting the advisors and Divisional Managed Investment Consultants in their respective divisions to drive investment practice change through virtual and phone interactions. They should think independently, develop, and execute strategies to achieve their growth goals for their respective territories. The Analyst shall partner with their coverage team, potentially consisting of their Divisional Managed Investment Consultant and other specialists with the Investment Solutions Group, to collaborate and bring holistic advice and guidance to their advisors. Analysts are expected to record all relevant activities in Salesforce.com, a client relationship management tool, to provide data necessary to manage activity from a metrics-driven perspective. Qualifications: 2-5+ years’ experience in the financial services industry 5 years sales experience Strong analytical skills and portfolio construction expertise Ability to work under pressure, meet deadlines, and meet clearly defined measurements Self-motivated, adaptive, positive attitude, and high energy Passion for achieving aggressive goals in an innovative and highly professional way Experience with Morningstar analytics and data analytics preferred 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 Bachelor’s degree preferred Series 7 and 63/65 or 66 preferred at hire or within 120 days of start date 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 Pay Transparency details: US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101), US - NJ - Pennington - 1600 American Blvd - Princeton Place At Hopewell Bldg. 6 (NJ2600) Pay range: $63,000.00 - $93,100.00 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, with awards based on performance. Benefits: This role is benefits eligible. We provide industry-leading benefits, paid time off, resources, and support to our employees to contribute to the growth of our business and communities.

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