We are seeking a Vice President level sales professional to join Merrill Lynch's Alternative Investments distribution organization to focus on hedge fund, managed futures, private equity and real asset solutions. This role would report to the Head of Alternative Investments Distribution and primarily responsible for leading an internal team in the sales, marketing and educational support to Merrill Lynch financial advisors, private wealth advisors and US Trust portfolio managers and private client advisors.
Main responsibilities will include:
Contributing to overall ISG AI Distribution Strategy, along with Regional Business Planning
Providing coaching and managerial oversight to internal sales team, including expanding product knowledge, executing on sales strategy, professional development, and problem resolution.
Gathering feedback from financial advisors, clients and other stakeholders to inform product platform and ease of use initiatives.
Acting as primary point of contact for ISG Alternative Investments Service Desk to ensure high service level is maintained.
Partnering with other functional teams in advancing a variety of strategic initiatives, including, but not limited to, AI Marketing, Education, CIO Guidance, AI in IAP and CSO Collaboration
Working closely with Sales Strategy and Partner Management Team in executing across product launch strategy, event execution and 3rd party manager engagement.
Ensuring that the team is providing highest possible level of sales and service support to clients, financial advisors, and RSMs.
Education: Undergraduate degree in business administration, marketing or finance (CFA, CAIA or MBA a plus). Language: English Experience: Candidate must have a minimum of 7 years of financial services sales experience Licensing: Series 7, 63
Posting Date: 09/27/2018
Location: New York, NY, 250 VESEY ST (NY3004), - United States
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Bank Of America Corporation