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Alternative Investments Private Markets Technical Specialist

$183.7k - $330.8k

Bank of America ATM

Job Overview Bank of America Merrill Alternative Investments is seeking an experienced sales professional to join its Alternative Investments Specialist organization. The role focuses on driving distribution, advisor engagement, and client adoption of private equity, private credit, and real asset solutions, while supporting existing client assets and prospecting ultra‑high‑net‑worth (UHNW) and institutional investors across Merrill and Bank of America Private Bank. Responsibilities Develop deep expertise in Bank of America’s portfolio construction framework for alternative investments. Construct customized portfolio recommendations for the bank’s largest, most sophisticated clients. Evaluate private market strategies and solutions in consultation with Origination and Due Diligence teams. Create strategic business plans in coordination with local leadership and regional specialists. Improve advisor experience by working across functional groups including product, operations, marketing, legal, risk, and compliance. Monitor macroeconomic and market trends impacting alternative investments to educate advisors and clients on performance drivers and diversification benefits. Qualifications 12+ years of financial services product and/or sales experience. Direct experience and expertise in alternative investment products, specifically Private Equity, Credit, and Real Estate. Extensive regional travel capability (50‑60% of time). Hold or attain Series7 and 66 licenses within 120 days of hire. Exceptional written and verbal communication skills. Undergraduate degree in Finance, Marketing, or Business; MBA, CFA, CAIA preferred or equivalent experience. Internal employees currently working from home remain eligible to apply; if selected, onsite work may be required in accordance with the workplace excellence policy. Location & Employment Conditions United States of America, 1st shift. Shift & Hours 1st shift – United States of America. 40 hours per week. Compensation and Benefits Annualized salary range: $183,700.00 – $330,800.00, based on experience, education, and skill set. Eligible to participate in the annual discretionary incentive plan. Benefits eligible, including industry-leading benefits, paid time off, and resources supporting employees’ well‑being. #J-18808-Ljbffr Bank of America

Vacancy posted 5 days ago
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