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Wealth Management Specialist - NPD

Leawood, Kansas

Job Description:

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!

The Elite Growth Practice (EGP) Investment Management Specialist role is a position on the Financial Advisor Team which operates in a capacity to further develop and service the client base. They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role. Specific accountabilities for the role may vary depending on the teamspractice. Performanceis measured through specific goals, metrics and behavior’s related to the execution of the EGP model. This position is subject to SAFE Act registration requirements.

The EGP Investment Management Specialist is responsible for supporting the Financial Advisor(s) and/or AdvisorTeam(s)overallinvestmentmanagement philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflectedproperlyfor each client. Deliver full range of investment products andservicesacross the enterprise ensuringalignmentto client goals and strategies while leveraging specialists and applicable investment managementtoolswhere appropriate. Partner withinternalspecialists todeliverholistic investment solutions by identifying targeted investment strategies. Assist in the preparation ofclient performance review reportsto measureprogressto goals.

Role Responsibilities:

•Analyze and understand Merrill and third partyresearch

•Monitor and respond to market and non-financial currentevents

•Effectively navigate proprietary planning and investment management tools

•Deliver investment management, including but not limited to investment proposal, CRC, etc.

•Monitor and analyze book pricing internally for FA team

•Convey pricing to ensure client's understanding of the value of adviceandaccompanyingsolutions

•Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current marketenvironment

•Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and timehorizons

•Research portfolio recommendations for Investment Committeereview

•Prepare materials and coordinate weekly InvestmentCommitteemeetings

•Proactively review and manage team proprietary models to align with the InvestmentCommitteedecisions

•Manage ML Onevariances/enrollments/updates/withdrawals/terminations

•Serveas Primary/LeadTeamMember forprocessing PIA trades in Portfolio

•Processing of all trades (discretionary ornon-discretionary)

•Create analytical reports forFAstoreviewclient investment portfolio performancesagainstmarketreturns

•Propose clientrecommendations/changesbased on client goals, risk tolerance, timehorizonandobjectives

Required Qualifications:

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

• SAFE Act Registration; ADV-2B Required

• Obtain and/or maintain at least one firm approved designation

• Possess and demonstrate strong communication skills

• Thorough knowledge and understanding of the suite of Wealth Management products and services

• Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

• Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way​

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .