Territory Advisory Growth Strategist

ghr; Washington; On-site; USD 144,000 - 198,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Industry-leading benefits

Job summary

Bank of America is seeking an Advisory Growth Specialist to own growth of advisory assets within a defined territory. You will partner with Financial Advisors and Market Executives to identify growth opportunities, create action plans, and review performance monthly to drive results.

You will sit in client meetings, articulate the value of advisory relationships, and help close opportunities. You will work with a specialist team, coach advisors on business development, and track outcomes using

Qualifications

• 7+ years of financial services experience, including working with Financial Advisors or in investment management.
• Experience supporting, distributing, or selling investment products or advisory solutions.
• Strong communication and presentation skills with the ability to hold a room and handle pushback.

Responsibilities

• Partner with Market Executives and Financial Advisors to drive advisory growth through conversions, new asset acquisition, referrals, retention, and wallet share expansion.
• Lead opportunity reviews and pipeline discussions; identify priorities and obstacles and ensure plans turn into results.
• Coach advisors on business development and advisory positioning with guidance from CIO on portfolio construction and asset allocation.

Skills

Financial services experience

CRM proficiency

Strong communication

Travel readiness

Presentation skills

Time management

Sales aptitude

Tools

CRM systems

Salesforce

Tableau

Copilot

Job description

Bank of America is seeking an Advisory Growth Specialist to own growth of advisory assets within a defined territory. You will partner with Financial Advisors and Market Executives to identify growth opportunities, create action plans, and review performance monthly to drive results.

You will sit in client meetings, articulate the value of advisory relationships, and help close opportunities. You will work with a specialist team, coach advisors on business development, and track outcomes using