OCIO Institutional Growth Lead — Endowments & Foundations

Bank of America Corporation; New York (NY); Presencial; USD 175.000 - 295.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary incentive plan

Annual discretionary award

Industry-leading benefits

Paid time off

Descripción de la vacante

Bank of America Corporation in New York is seeking an Endowment & Foundation Specialist to drive OCIO growth and lead as territory team leader. You will proactively prospect institutional clients and shape sales strategy with Institutional EFS teams across markets.

The role requires deep investment knowledge, nonprofit sales experience, and strong relationship management. Engage with GIC FAs, private bankers, and consultants; participate in industry conferences to position OCIO solutions.

Formación

• 10+ years of successful experience selling asset management services to nonprofits and endowments.
• Experience marketing OCIO services to nonprofits with a strong closing track record.
• Experience presenting complex investment solutions to investment committees and trustees.
• Licenses: 7, 63 and 65; CFA or CIMA preferred.

Responsabilidades

• Drive asset and revenue growth in the institutional business within the division.
• Identify and qualify larger, more complex institutional prospects.
• Drive sales process for opportunities sourced by PCs/ICAs and ML GIC FAs.
• Collaborate with EFSs to align pipeline and resources.
• Be the initial contact for GIC FAs and Bankers to assess deal potential.
• Maintain senior involvement in large, complex client relationships.
• Generate referrals from new relationships.
• Engage with specialized industries' leadership to drive division growth.
• Position and develop OCIO solutions with division opportunities.
• Attend and present at industry conferences.

Conocimientos

Investment knowledge

Asset allocation

Non-profit sales

Relationship management

Public speaking

RFP experience

OCIO domain knowledge

Sales leadership

Educación

Bachelor's degree

High School Diploma

Descripción del empleo

Bank of America Corporation in New York is seeking an Endowment & Foundation Specialist to drive OCIO growth and lead as territory team leader. You will proactively prospect institutional clients and shape sales strategy with Institutional EFS teams across markets.

The role requires deep investment knowledge, nonprofit sales experience, and strong relationship management. Engage with GIC FAs, private bankers, and consultants; participate in industry conferences to position OCIO solutions.