OCIO Institutional Growth Lead: Endowments & Foundations

NBMBAA; Charlotte (NC); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Bank of America seeks an Endowment & Foundation Specialist to drive OCIO growth within institutional markets. The role leads a territory team, proactively prospecting for nonprofit and not-for-profit clients and shaping the sales strategy with Institutional EFS across markets.

The position requires deep investment knowledge, a proven nonprofit sales track record, and strong relationship management. Travel and leadership responsibilities are expected as part of a large, strategic client program.

Formación

• Deep understanding of investments and asset allocation
• Experience selling OCIO services to nonprofits
• Ability to navigate large organizations to close deals
• Strong influencing and collaboration skills
• Deal structuring for complex investment solutions

Responsabilidades

• Drive asset and revenue growth in institutional business
• Identify and qualify large institutional prospects
• Lead sales process for opportunities across markets
• Collaborate with EFSs and FAs to review pipeline and allocate resources
• Build and maintain senior-level relationships with not-for-profit clients

Conocimientos

Investment knowledge

Sales experience

Relationship management

Presentation skills

Public speaking

Needs assessment

Strategic selling

Educación

Bachelor's degree

Herramientas

CRM software

Microsoft Excel

PowerPoint

Descripción del empleo

Bank of America seeks an Endowment & Foundation Specialist to drive OCIO growth within institutional markets. The role leads a territory team, proactively prospecting for nonprofit and not-for-profit clients and shaping the sales strategy with Institutional EFS across markets.

The position requires deep investment knowledge, a proven nonprofit sales track record, and strong relationship management. Travel and leadership responsibilities are expected as part of a large, strategic client program.