ISG UHNW Portfolio Strategist

Bank of America; Tampa (FL); On-site; USD 180,000 - 240,000; Full time

Job summary

Bank of America in Tampa seeks an UHNW Portfolio Strategist to help deliver customized investment guidance to existing and prospective ultra-high-net-worth clients. You will anchor on deep investment expertise to drive asset allocation and manager selection within the CIO framework.

You will partner with Financial Advisors and Specialists to deliver holistic wealth solutions, including lending, estate planning, and philanthropic services, while guiding client discovery and portfolio construction

Qualifications

• Series 7 and 66 licenses or ability to obtain within 120 days of hire.
• 10+ years' experience in financial services industry
• 5+ years' sales experience
• Strong communication, interaction and presentation skills
• Self-motivated, adaptive, positive attitude and high energy
• Bachelor's degree

Responsibilities

• Develops relationships with UHNW focused Financial Advisors in assigned territory to educate on team's capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.
• Strategizes with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suit of solutions to prospective clients.
• Leads the portfolio construction process for new money opportunities with UHNW clients and prospects.
• Delivers investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.
• Partners and collaborates with enterprise Specialists to ensure full scope of the client's wealth needs are met.
• Partners with local Merrill Market Executives to deliver value add content to advisors.

Skills

Market Analysis

Portfolio Management

Wealth Planning

Analytical Thinking

Client Investments

Management

Client Solutions

Advisory

Networking

Strategic Thinking

Business Acumen

Collaboration

Critical Thinking

Oral Communications

Education

Bachelor's degree

Job description

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Join us! Job Description: This job is responsible for partnering with Financial Advisors to assist in delivering holistic investment guidance to existing and prospective UHNW clients. Key responsibilities include providing guidance through personalized product and platform agnostic portfolio construction process utilizing CIO and ISG solutions. This job typically works under direction of senior associates to determine if there is opportunity to deepen UHNW relationships and facilitate engagement with resources across the firm to deliver the full breadth of UHNW capabilities. The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering with Financial Advisors to deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Strategists will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment manager selection and asset allocation and personalized to specific client circumstances. Additionally, Strategists will partner with Specialists across the bank to deliver appropriate solutions spanning: custom lending, trust and estate planning, philanthropic services, business sales and beyond.

Responsibilities:

Develops relationships with UHNW focused Financial Advisors in assigned territory to educate on team's capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst. Strategizes with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suit of solutions to prospective clients. Leads the portfolio construction process for new money opportunities with UHNW clients and prospects. Delivers investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection. Partners and collaborates with enterprise Specialists to ensure full scope of the client's wealth needs are met. Partners with local Merrill Market Executives to deliver value add content to advisors.

Required Qualifications:

• Series 7 and 66 licenses or ability to obtain within 120 days of hire.
• 10+ years' experience in financial services industry
• 5+ years' sales experience
• Strong communication, interaction and presentation skills
• Self-motivated, adaptive, positive attitude and high energy
• Bachelor's degree

Desired Qualifications:

• Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors
• Enhanced investment credentials desired (CIMA, CAIA, CPWA, CFA, etc.)

Skills:

• Market Analysis
• Portfolio Management
• Wealth Planning
• Analytical Thinking
• Client Investments
• Management
• Client Solutions
• Advisory
• Networking
• Strategic Thinking
• Business Acumen
• Collaboration
• Critical Thinking
• Oral Communications

Shift:

1st shift (United States of America)

Hours Per Week:

40

Privacy Statement:

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Partnering Locally

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Global Impact

Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

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Pay Transparency

https://careers.bankofamerica.com/en-us/pay-transparency