Bank of America
Alternative Investments Sales Desk Specialist
$107K–$140K
New York · Full-time · Posted Sep 29, 2026
- Experience
- 2-5 years+ experience in financial services
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Coordinates sales efforts for the Alternative Investments platform, supporting advisors and clients with product education, implementation guidance, and territory relationships.
What you'll do
- Coordinate third-party wholesalers, fund-manager events, and regional roadshows to educate advisors and clients.
- Provide alternative-investment expertise, presentations, and guidance on solutions, implementation, and portfolio construction.
- Schedule territory meetings, respond to inquiries, and build partnerships with advisors and internal specialists.
What they ask for
- 2-5 years+ experience in financial services
- Ability to explain complex concepts clearly and simply and present effectively
- Knowledge of alternative investments and understanding of the wealth management industry
- Series 7, Series 66, and SIE licenses preferred at hire; otherwise must be able to obtain them within 120 days of hire
Nice to have
- Experience with alternative investments
- Completion of or progress toward CFA/CAIA
Pay
$107,000.00 - $140,200.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative