Internal AI Specialist

Company: Disability Solutions
Location: New York
Posted on: October 23, 2024

Job Description:

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Job Description:Typically assigned to any of the multiple client management, credit management, and capital raising product areas (GCIB). Perform financial and statistical analyses, conduct research, and prepare support documentation and client presentation materials. Works under direction of more senior associates.The Alternative Investment Sales Desk associate will provide support to Alternative Investment Specialists as well as Financial Advisors on suite of Alternative Investment products in order to drive utilization of those products. Assist in the coordination of all sales efforts for the Merrill Lynch Alternative Investments platform -including private equity, hedge funds, managed futures, real assets, non-traditional mutual funds and other alternative investment strategies.Job Responsibilities:

• Act as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value proposition of AI, the different types of solutions available, the best practices with implementation and portfolio construction, as well as ongoing fund updates and reviews
• Responsible for being proactive in scheduling meetings within respective territories, being resourceful with inbound inquiries and being reliable in helping support service related inquiries
• Broaden the base of AI Users by maintaining and building new trusted partnerships with Advisors in the territory
• Partner with field-based & home office Alternative Investments Specialists, working closely as a dedicated home-office based resource in covering territory
• Coordinate the efforts of third party wholesalers/resources within the respective territoryRequired Qualifications:
  • 1 - 3 + years of experience in financial services
  • Hold or attain Series 7 and 66 licenses within 120 days of hire
  • Ability to explain complex concepts clearly and simply
  • Ability to make presentations effectively
  • The ideal candidate should be highly motivated and organized
  • Prior sales and marketing experience
  • Knowledge of alternative investments
  • Understanding of the wealth management industry
  • Team player with the ability to work effectively in a team or independently
  • Ability to represent the firm professionally with internal and external contactsSkills:
    • Collaboration
    • Oral Communications
    • Presentation Skills
    • Relationship Building
    • Written Communications
    • Attention to Detail
    • Customer and Client Focus
    • Negotiation
    • Prioritization
    • Problem Solving
    • Conflict Management
    • Critical Thinking
    • Decision Making
    • Project Management
    • Strategic ThinkingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$81,000.00 - $111,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.

Keywords: Disability Solutions, Union City , Internal AI Specialist, Other , New York, New Jersey