Endowment & Foundation OCIO Growth Specialist

Bank of America Corporation; New York (NY); Presencial; USD 149.000 - 202.000; Jornada completa

Descripción de la vacante

Bank of America is seeking an Endowment & Foundation Specialist to drive growth in OCIO within the assigned division. You will identify major institutional prospects, manage the sales process, and coordinate with EFSs and bankers to optimize deal potential and resources.

You will play a senior role in a relationship management team and develop not-for-profit client networks. The role requires deep investment knowledge, a Bachelor's degree, and a proven track record in selling OCIO solutions to

Formación

• Bachelor's degree required.
• Extensive knowledge of investments and asset allocation.
• Experience selling asset management/OCIO services to nonprofits.

Responsabilidades

• Drive asset and revenue growth in the institutional business within division.
• Identify and qualify larger more complex institutional prospects.
• Drive sales process for opportunities sourced by PCAs/ICAs and ML GIC FAs.
• Work closely with EFSs in division to review pipeline and ensure resources are aligned.
• Act as initial contact for GIC FAs and Bankers to assess deal potential and prioritize resources.
• Maintain high level involvement on larger, complex new client relationships.

Conocimientos

Investment expertise

Asset allocation

Sales experience

Relationship management

Public speaking

Educación

Bachelor's degree

Descripción del empleo

Bank of America is seeking an Endowment & Foundation Specialist to drive growth in OCIO within the assigned division. You will identify major institutional prospects, manage the sales process, and coordinate with EFSs and bankers to optimize deal potential and resources.

You will play a senior role in a relationship management team and develop not-for-profit client networks. The role requires deep investment knowledge, a Bachelor's degree, and a proven track record in selling OCIO solutions to