Bank of America · 2 days ago
Ultra High Net Worth Portfolio Strategist
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBank of America is committed to helping make financial lives better through every connection. The UHNW Advisory Strategist will support Financial Advisors in developing UHNW prospects and clients by providing customized portfolio construction expertise and facilitating engagement with UHNW capabilities across the firm.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team’s capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst
Strategize with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suite of solutions to prospective clients, Lead the portfolio construction process for new money opportunities with UHNW clients and prospects
Deliver investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection
Engage advisors to deliver our enterprise-wide solutions that meet their clients’ needs, Partner and collaborate with enterprise Specialists to ensure full scope of the client’s wealth needs are met
Partner with local Merrill Market Executives to deliver value add content to advisors
Qualification
Required
10+ years' experience in financial services industry
5+ years' sales experience
Knowledge of traditional and Alternative Investments products
Ability to work under pressure, meet deadlines and meet clearly defined measurements
Strong communication, interaction and presentation skills required
Self-motivated, adaptive, positive attitude and high energy are a must, display a passion for achieving aggressive goals in innovative and highly professional way
Series 7 and 63/65 pt 66 required
Preferred
Advanced credentials like CFA®, CPWA®, CIMA® preferred
Portfolio Construction and Analysis
Presentation Skills
Financial Markets expertise
Pipeline Management
Wealth Planning
Liability Management
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
Recent News
Investing.com
2026-01-08
2026-01-08
WSJ.com: Markets
2026-01-08
Company data provided by crunchbase