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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. 
 
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. 
 
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. 
 
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for identifying and providing investment products and trainings to Financial Advisors (FAs), enabling them to match investment solutions that will fulfill and meet client needs. Key responsibilities include leveraging and coordinating the segmentation and wholesaling efforts of asset managers, delivering FA training and client seminar presentations, and conducting client meetings to provide investment recommendations. Job expectations include defining and measuring goals for sales activity, gross and net managed asset sales targets, and FA penetration.

Responsibilities:
• Supports Financial Advisors (FAs) with client conversations and scenarios related to client platforms and fulfills client priorities and goals by applying knowledge of customer segments
• Defines and measures progress towards goals, including sales activity, gross and net managed asset sales targets, and FA penetration
• Prepares and analyzes profit and loss reports and validates postings and balances for a product in support of the Line of Business
• Partners with FAs to provide assistance and training needed to identify investment solutions that match client needs

Skills:
• Learning Delivery
• Change Management
• Decision Making
• Influence
• Sales Performance Management
• Leadership Development
• Performance Management
• Process Effectiveness
• Workforce Analytics
• Process Design
• Attention to Detail
• Consulting

Shift:

Hours Per Week: