Endowment & Foundation OCIO Growth Leader

Bank of America Corporation; San Francisco (CA); Presencial; USD 150.000 - 230.000; Jornada completa

Descripción de la vacante

Bank of America in San Francisco is seeking an Endowment & Foundation Specialist to drive OCIO growth and nurture institutional relationships with nonprofit clients. The role requires leading strategy, prospecting large foundations, and coordinating with internal teams to win complex opportunities.

You will present at industry events, manage pipelines, and position investment solutions across divisions, contributing to the bank's Responsible Growth goals and client outcomes.

Formación

• Bachelor's degree required.
• 10+ years selling asset management services to nonprofits.
• Experience selling OCIO services to foundations and endowments.
• Proven ability to close deals with large nonprofits.
• Licenses: Series 7/63/65; CFA preferred.

Responsabilidades

• Drive growth in institutional OCIO business within division.
• Identify and qualify larger, more complex institutional prospects.
• Lead sales process for opportunities sourced by PCs/ICAs and ML GIC FAs.
• Collaborate with EFSs in division to align resources and strategy.
• Act as initial contact for GIC FAs and Bankers to assess deal potential.
• Maintain senior involvement in large client relationships.
• Generate prospect referrals from new relationships.
• Work with leaders to set execution strategy and drive growth.

Conocimientos

Investments expertise

Asset allocation

Institutional sales

Relationship management

Public speaking

RFP development

Educación

Bachelor's degree

Licenses: 7/63/65

Descripción del empleo

Bank of America in San Francisco is seeking an Endowment & Foundation Specialist to drive OCIO growth and nurture institutional relationships with nonprofit clients. The role requires leading strategy, prospecting large foundations, and coordinating with internal teams to win complex opportunities.

You will present at industry events, manage pipelines, and position investment solutions across divisions, contributing to the bank's Responsible Growth goals and client outcomes.