Institutional Endowment & Foundation Growth Leader

Bank of America Corporation; San Francisco (CA); Presencial; USD 175.000 - 295.000; Jornada completa

Descripción de la vacante

Bank of America in San Francisco seeks an Endowment & Foundation Specialist (EFS) to drive growth in the OCIO business within the assigned division. You will lead a territory team, prospect major institutional clients, and guide the sales strategy alongside Institutional EFS counterparts.

The role requires deep investments knowledge, strong sales experience, and a track record in closing deals with nonprofits.

Formación

• Deep understanding and expertise in investments, asset allocation, investment and spending policies.
• Bachelor's degree required.
• Expertise in alternative investments including hedge funds, private capital, real estate, timber and farmland.
• Navigate the organization to clear obstacles and get business closed.
• Strong influencing, collaboration and relationship management skills.
• Experience and credibility as a sales practitioner.
• Strong presentation and public speaking skills.
• Ability to diagnose needs and structure RFPs to address needs and win business.
• Strong listening and probing skills.
• Deep understanding of key institutional segments and institutional investment trends and strategies.
• Deep and wide knowledge of GWIM investment solutions, UST investment strategy and platform.

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 appropriately aligned.
• Act as initial point of contact for GIC FAs and Bankers for new opportunities within division to assess deal potential, prioritize resources and build sales team.
• Maintain high level involvement as a senior member of relationship management team on larger more complex new client relationships.
• Generate prospect referrals from new relationships.
• Work with internal specialized industries' leadership to set execution strategy, uncover opportunities and drive growth within the division.
• Point of contact for specialized industries' bankers to evaluate, position and develop appropriate solutions for division opportunities.
• Partner closely with relationship managers, OCIO Champions and Private Bank High Net Worth Division Exec to drive growth and ensure segment-based OCIO strategies are being executed within division.
• Cultivate institutional and not-for-profit consultant network.
• Act as subject matter expert for investments and OCIO opportunities within division.
• Attend and present at industry conferences.
• Define division implementation of market tier/segmentation strategy working with SE and EFSs.

Conocimientos

Investments

Asset allocation

Relationship management

Sales experience

Public speaking

RFPs

Investment trends

Educación

Bachelor's degree

High School Diploma

Descripción del empleo

Bank of America in San Francisco seeks an Endowment & Foundation Specialist (EFS) to drive growth in the OCIO business within the assigned division. You will lead a territory team, prospect major institutional clients, and guide the sales strategy alongside Institutional EFS counterparts.

The role requires deep investments knowledge, strong sales experience, and a track record in closing deals with nonprofits.