Territory Advisory Growth Strategist

Bank of America; Scottsdale (AZ); On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America in Scottsdale, Arizona is seeking an Advisory Growth Specialist to own territory growth of investment advisory assets. You will partner with Financial Advisors and Market Executives to identify opportunities, craft action plans, and review performance monthly to drive results.

You will coach advisors on advisory positioning, participate in client meetings, and help convert prospects. This role involves collaboration with leadership, data-driven strategy, and travel within the

Qualifications

• 7+ years in financial services, with advisor or investment management exposure.
• 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 in the moment.
• Demonstrated ability to manage competing priorities and deliver 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 experience

CRM systems proficiency

Communication skills

Travel willingness

Education

Series 7 and 63/65/66 certification

Tools

Salesforce

Tableau

Copilot

Job description

Bank of America in Scottsdale, Arizona is seeking an Advisory Growth Specialist to own territory growth of investment advisory assets. You will partner with Financial Advisors and Market Executives to identify opportunities, craft action plans, and review performance monthly to drive results.

You will coach advisors on advisory positioning, participate in client meetings, and help convert prospects. This role involves collaboration with leadership, data-driven strategy, and travel within the