Advisory Growth Strategist

ghr; San Francisco (CA); On-site; USD 144,000 - 198,000; Full time

Job summary

Bank of America is seeking an Advisory Growth Specialist in San Francisco to own territory growth of investment advisory assets. You will partner with Financial Advisors and Market Executives, identifying opportunities and creating action plans to drive results across our advisory platform.

You will coach advisors on business development and portfolio positioning, participate in client meetings, and help close opportunities while working with internal partners to recruit and onboard talent.

Qualifications

• 7+ years of financial services experience, including 3+ years with Financial Advisors or in investment management.
• Experience supporting, distributing, or 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 in the moment.
• Demonstrated ability to manage competing priorities and deliver in a fast‑moving environment.
• Comfort using CRM systems, sales tools, and reporting platforms to manage activity and measure results.
• Willingness to travel regularly within your assigned territory.
• Series 7 and 63/65 or 66, or the ability to obtain them within 120 days of your start date.

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, clear obstacles, create accountability, and help advisors turn plans into results.
• Coach advisors on business development and advisory positioning, informed by guidance from our Chief Investment Office on portfolio construction, manager selection, and asset allocation.
• Sit in client and prospect meetings, help advisors articulate the value of an advisory relationship, bring solution expertise into the room, and help close.
• Support recruiting, onboarding, private briefings, and client events by showcasing Merrill’s capabilities and pulling in the right specialists at the right time.
• Track and communicate results using data and insight to sharpen where you spend your time.

Skills

Financial services

Advisor relationships

Investment products

Communication

Prioritization

CRM tools

Travel willingness

Licenses (Series 7/63/65/66)

Tools

Tableau

Copilot

Salesforce

Job description

Bank of America is seeking an Advisory Growth Specialist in San Francisco to own territory growth of investment advisory assets. You will partner with Financial Advisors and Market Executives, identifying opportunities and creating action plans to drive results across our advisory platform.

You will coach advisors on business development and portfolio positioning, participate in client meetings, and help close opportunities while working with internal partners to recruit and onboard talent.