Institutional Endowment & Foundation Growth Strategist

94-1687665 Bank of America, National Association; Florida; Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Bank of America is hiring an Endowment & Foundation Specialist (EFS) to drive growth in the OCIO business within the assigned division. The role acts as a territory team leader, proactively prospecting for institutional business and shaping the sales strategy with Institutional EFSs across markets.

The role requires deep investments knowledge, ability to navigate complex deals, and strong relationship management with nonprofit and institutional clients.

Formación

• Deep understanding of investments and asset allocation and investment policies.
• Expertise in alternative investments including hedge funds, private capital, real estate.
• Proven sales practitioner with ability to close with nonprofits.

Responsabilidades

• Drive asset and revenue growth in institutional clients within division.
• Identify and qualify large, complex institutional prospects.
• Lead sales process for opportunities across markets.
• Coordinate with EFSs to align resources and pipeline.
• Be point of contact for GIC FAs and Bankers on new opportunities.
• Maintain senior relationship management involvement on large relationships.
• Generate referrals from new relationships.
• Collaborate with industry leadership to set execution strategy.

Conocimientos

Investments expertise

Asset allocation

Relationship management

Sales experience

Presentation skills

RFP structuring

Needs diagnosis

Institutional investment trends

Educación

Bachelor's degree

High School Diploma / GED

Descripción del empleo

Bank of America is hiring an Endowment & Foundation Specialist (EFS) to drive growth in the OCIO business within the assigned division. The role acts as a territory team leader, proactively prospecting for institutional business and shaping the sales strategy with Institutional EFSs across markets.

The role requires deep investments knowledge, ability to navigate complex deals, and strong relationship management with nonprofit and institutional clients.