Endowment & Foundation Growth Specialist

Bank of America Corporation; Chicago (IL); Presencial; USD 175.000 - 295.000; Jornada completa

Descripción de la vacante

Bank of America Corporation seeks an Endowment & Foundation Specialist to drive OCIO growth and lead the division's sales strategy. You will prospect institutional clients, manage senior relationships, and coordinate with relationship managers and specialists to deliver tailored investment solutions.

The role requires deep investment knowledge, nonprofit fundraising experience, and a track record in closing complex opportunities.

Formación

• Deep understanding of investments, asset allocation and spending policies.
• Experience selling asset management services to nonprofits and endowments.
• Ability to navigate organizations to close business and resolve obstacles.
• Strong influencing, collaboration and relationship skills.
• Experience presenting to investment committees and trustees.

Responsabilidades

• Drive asset and revenue growth in the institutional business within division.
• Identify and qualify larger more complex institutional prospects.
• Lead sales process for opportunities sourced by affiliates and advisors.
• Collaborate with division EFSs to review pipeline and align resources.
• Act as primary contact for new opportunities to assess deal potential.
• Represent senior relationship management on large client relationships.
• Generate referrals from new relationships and drive execution strategy.
• Engage with industry leadership to uncover opportunities and growth.
• Coordinate with bankers to position solutions for division opportunities.

Conocimientos

Investments expertise

Asset allocation

Relationship management

Sales experience

Presentation skills

Institutional segmentation

GWIM solutions knowledge

Educación

Bachelor's degree

High School Diploma

Licenses: 7, 63, 65

CIMA or CFA preferred

Descripción del empleo

Bank of America Corporation seeks an Endowment & Foundation Specialist to drive OCIO growth and lead the division's sales strategy. You will prospect institutional clients, manage senior relationships, and coordinate with relationship managers and specialists to deliver tailored investment solutions.

The role requires deep investment knowledge, nonprofit fundraising experience, and a track record in closing complex opportunities.