Endowment & Foundation Growth Strategist

Bank of America Corporation; Chicago (IL); Presencial; USD 180.000 - 240.000; Jornada completa

Descripción de la vacante

Bank of America is seeking an Endowment & Foundation Specialist to drive OCIO growth within the institutional division. This producer role will prospect and lead sales with nonprofit clients across markets, shaping strategy and collaborating with relationship managers and bankers to close opportunities.

You will need deep investment knowledge, nonprofit sales experience (10+ years), and licenses (7/63/65) with CFA preferred to advance client solutions and drive growth in the division.

Formación

• Bachelor's degree required.
• 10+ years of successful experience selling asset management services to nonprofits.
• 7, 63 and 65 licenses; CFA or CIMA preferred.

Responsabilidades

• Drive asset and revenue growth in the institutional business within division.
• Identify and qualify larger, more complex institutional prospects.
• Lead the sales process for opportunities sourced by internal teams.
• Attend and present at industry conferences.
• Define division market segmentation strategy with other EFSs and SEs.

Conocimientos

Sales practitioner

Relationship management

Public speaking

Needs assessment

Investments knowledge

Institutional market knowledge

Presentation skills

Educación

Bachelor's degree

High School Diploma or equivalent

Descripción del empleo

Bank of America is seeking an Endowment & Foundation Specialist to drive OCIO growth within the institutional division. This producer role will prospect and lead sales with nonprofit clients across markets, shaping strategy and collaborating with relationship managers and bankers to close opportunities.

You will need deep investment knowledge, nonprofit sales experience (10+ years), and licenses (7/63/65) with CFA preferred to advance client solutions and drive growth in the division.