Bank of America · 6 days ago
Divisional Managed Investment Consultant
Frisco, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBank of America is committed to making financial lives better through every connection. The Divisional Managed Investment Consultant provides advice and guidance to financial advisors and client associates, focusing on portfolio construction, investment selection, and driving sales growth through various interactions.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
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 Divisional Managed Investment Consultant is focused on supporting the advisors in their respective divisions to drive sales growth through in-person meetings, virtual and phone interactions. They should think independently, develop and execute strategies to achieve their growth goals for their respective territories
The Divisional Managed Investment Consultant shall partner with their coverage team potentially consisting of their Divisional Managed Investment Consultant Analyst and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors
Qualification
Required
10+ years experience in financial services industry
10 years sales experience
Ability to work under pressure, meet deadlines and meet clearly defined measurements
Strong communication, interaction and presentation skills
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
Bachelor's degree or equivalent experience
Preferred
Knowledge of professionally managed investment products and/or investment advisory business
Deep subject matter expertise on the Firm's high-conviction investment offerings, including our Firm Discretionary solutions
Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date
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
2026-01-17
2026-01-17
Company data provided by crunchbase