Bank of America · 1 month ago
Alternative Investments Regional Specialist - Private Bank
Washington
Full-time
Onsite
Senior Level, Lead/Staff
$150K/yr - $250K/yr
8+ years expBank of America is committed to helping make financial lives better through the power of every connection. The Alternative Investments Regional Specialist will focus on the sales, marketing, and education of hedge funds, private equity offerings, and real asset solutions to Portfolio Managers within the Private Bank, while also servicing existing client assets and assisting with prospecting ultra-high-net-worth and institutional investors.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Developing a comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets
Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership. The business strategy will also include working closely with other members of the Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate and grow future Alts business prospects
Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and PM experience
Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Private Bank PMs on underlying manager performance attribution and the importance of diversification
Qualification
Required
8+ years of financial services product and/or sales experience
Knowledge of alternative investment products
Travel throughout coverage area (3-4 days a week)
Strong oral and written communication skills
Self-motivated individual with a passion for alternative investments
Preferred
Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus) is preferred
Series 7 & 66 preferred at time of hire or must be able to obtain within 120 days of start date
Benefits
Discretionary incentive eligible
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.
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
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