The ISG Portfolio Strategist is a senior level investment professional that serves as a field-based extension of the ISG Sales organization in support of the GWIM Chief Investment Office within regional Merrill Lynch Market Offices. The ISG Portfolio Strategist is responsible for promoting adoption of GWIM CIO asset allocation guidance in the context of goals-based investing, and driving CIO Portfolio adoption through Advisor consultations, portfolio reviews and proposals, and partners heavily with Financial Advisors and their clients, Market Executives, and Internal Specialists.
Promote the adoption of GWIM CIO asset allocation guidance in context of goals-based investing and drive adoption of CIO investment themes and model portfolios through Advisor consultations and portfolio reviews/proposals.
Partner with local Merrill Lynch Market Executives, Financial Advisors, to solicit Wealth Management products based on high conviction and implementation ideas from GWIM CIO.
Represent CIO & ISC views at branch office strategy sessions, Advisor consultations, and client/prospect meetings.
Support advisors' efforts to define and enhance their investment process to achieve more consistent investment making decisions, enhance client outcomes and achieve scale.
Proactively identify and evaluate outlier portfolios as broadly defined by CIO/ISG and identify and deliver actionable ideas to better align portfolios to GWIM CIO guidance through investment analytics.
Partner with Advisory field leadership to identify and prioritize FAs to engage within their coverage markets and address outlier accounts.
Bachelor's degree required, MBA preferred
10+ years investment experience preferred
CIMA, CAIA, CFA, CPWA, or CFP Designations preferred
Strong client facing and presentation skills
Consultative sales experience
Deep understanding of asset allocation and risk analysis
Previous experience working with financial advisors required
In depth experience creating investment portfolios
Investment manager analysis experience
Strong communication and interaction skills required
Series 7 and 65, or ability to obtain within 120 days
Posting Date: 04/25/2019
Location: Greenwood Village, CO, PLAZA TOWER ONE, 6400 S FIDDLERS GREEN CIR, Cincinnati, OH, 5905 E GALBRAITH RD (OH4590), Vienna, VA, FAIRFAX SQUARE, 8075 LEESBURG PIKE, - United States
Travel: Yes, 5% of the time
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Bank Of America Corporation