Advisory Growth Strategist

Bank of America; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking an Advisory Growth Specialist to own your market and drive advisory asset growth. You will partner with Financial Advisors and Market Executives to identify opportunities, create an action plan, and review results monthly.

You will coach advisors on advisory positioning, join client meetings, and help convert assets while tracking outcomes with data. You will work with leadership to execute strategic priorities in your territory and demonstrate measurable growth in

Qualifications

• 7+ years in financial services, with 3+ years with Financial Advisors or investment management.
• Experience selling investment products, advisory solutions, or related financial services offerings.
• Working knowledge of professionally managed investment products or the investment advisory business.
• Strong communication and presentation skills, with the ability to hold a room and handle pushback.

Responsibilities

• Partner with Market Executives and Financial Advisors to drive advisory growth through brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion.
• Lead opportunity reviews and pipeline discussions; identify priorities, obstacles, accountability, and help advisors turn plans into results.
• Coach advisors on business development and advisory positioning, guided by CIO portfolio construction and asset allocation insights.
• Sit in client and prospect meetings, help advisors articulate the value of an advisory relationship and help close.
• Track and communicate results using data to sharpen where time is spent.

Job description

Bank of America is seeking an Advisory Growth Specialist to own your market and drive advisory asset growth. You will partner with Financial Advisors and Market Executives to identify opportunities, create an action plan, and review results monthly.

You will coach advisors on advisory positioning, join client meetings, and help convert assets while tracking outcomes with data. You will work with leadership to execute strategic priorities in your territory and demonstrate measurable growth in