"Alerted.org

Divisional Managed Investment Consultant Analyst

Pennington, New Jersey;Jersey City, New Jersey

To proceed with your application, you must be at least 18 years of age.

Acknowledge

Refer a friend

To proceed with your application, you must be at least 18 years of age.

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pennington/Divisional-Managed-Investment-Consultant-Analyst\_25009018-2)

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Description:

The Divisional Managed Investment Consultant Analyst will support Financial Advisors and Divisional Managed Investment Consultants on all Merrill Lynch Managed Assets platforms to drive utilization of Managed Asset platforms to optimize usage of IAP to help meet client needs and add scale and efficiency to advisor practices.

The Divisional Managed Investment Consultant Analyst provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices for integrating our managed asset platform into various financial advisor business models.

**Responsibilities include (but are not limited to) the following** :

+ Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered on investment advisory business.

+ The Analyst is focused on supporting the advisors and Divisional Managed Investment Consultants in their respective divisions to drive investment practice chagne through virtual and phone interactions. They should think independently, develop and execute strategies to achieve their growth goals for their respective territories.

+ The Analyst shall partner with their coverage team potentially consisting of their Divisional Managed Investment Consultant and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.

+ Analysts are expected to record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.

Qualifications:

+ 2-5+ years’ experience in financial services industry

+ 5 years sales experience

+ Strong analytical skills and portfolio construction expertise

+ Ability to work under pressure, meet deadlines and meet clearly defined measurements.

+ Self-motivated, adaptive, positive attitude and high energy are a must.

+ Must display a passion for achieving aggressive goals in innovative and highly professional way.

+ Experience with Morningstar analytics and data analytics preferred.

+ Knowledge of professionally managed investment products and/or investment advisory business preferred.

+ Deep subject matter expertise on the Firm's high-conviction investment offerings, including our Firm Discretionary solutions preferred.

+ Bachelor’s degree preferred.

+ Series 7 and 63/65 or 66 preferred at time of hire or must be able to obtain within 120 days of start date.

Skills:

+ Client Management

+ Client Solutions Advisory

+ Customer and Client Focus

+ Pipeline Management

+ Relationship Building

+ Collaboration

+ Presentation Skills

+ Prospecting

+ Referral Management

+ Wealth Planning

+ Referral Identification

**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101), US - NJ - Pennington - 1600 American Blvd - Princeton Place At Hopewell Bldg. 6 (NJ2600)

Pay and benefits information

Pay range

$63,000.00 - $93,100.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.