Strategic Advisory Growth Lead

Bank of America; Charlotte (NC); On-site; USD 100,000 - 140,000; Full time

Job summary

Bank of America in the United States seeks an Advisory Growth Specialist to own a market and drive advisory assets growth in partnership with Financial Advisors and Market Executives. You will identify opportunities, coach on advisory positioning, and lead conversations with clients to expand wallet share.

You will work with a specialist team, participate in opportunity reviews, and help advisors convert brokerage assets to advisory relationships while aligning with the Chief Investment Office

Qualifications

• 7+ years of financial services experience, including working with Financial Advisors or in investment management.
• Experience supporting, distributing, or selling investment products, advisory solutions, or related financial services offerings.
• Working knowledge of professionally managed investment products or the investment advisory business.
• Strong communication and presentation skills, with the ability to hold a room and handle pushback.
• Demonstrated ability to manage competing priorities in a fast-moving environment.
• Comfort using CRM systems, sales tools, and reporting platforms to manage activity and measure results.
• Willingness to travel regularly within your assigned territory.
• Series 7 and 63/65 or 66, or the ability to obtain them within 120 days of your start date.

Responsibilities

• Partner with Market Executives and Financial Advisors to drive advisory growth through brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion.
• Lead opportunity reviews and pipeline discussions. Identify priorities, clear obstacles, create accountability, and help advisors turn plans into results.
• Coach advisors on business development and advisory positioning, informed by guidance from our Chief Investment Office on portfolio construction, manager selection, and asset allocation.
• Sit in client and prospect meetings, help advisors articulate the value of an advisory relationship, bring solution expertise into the room, and help close.
• Support recruiting, onboarding, private briefings, and client events by showcasing Merrill's capabilities and pulling in the right specialists at the right time.
• Track and communicate results using data and insight to sharpen where you spend your time.

Skills

Financial services

Advisory experience

CRM tools

Travel willingness

Sales mindset

Tools

Salesforce

Tableau

Copilot

Job description

Bank of America in the United States seeks an Advisory Growth Specialist to own a market and drive advisory assets growth in partnership with Financial Advisors and Market Executives. You will identify opportunities, coach on advisory positioning, and lead conversations with clients to expand wallet share.

You will work with a specialist team, participate in opportunity reviews, and help advisors convert brokerage assets to advisory relationships while aligning with the Chief Investment Office