Bank of America
Endowment and Foundation Specialist
Charlotte · Full-time · Posted Oct 28, 2026
- Experience
- 10+ years of successful experience selling asset management services to nonprofits, foundations, endowments, and pensions (desired qualification).
- Education
- Bachelor's degree required. Minimum education requirement: High School Diploma / GED / Secondary School or equivalent.
About the job
Leads divisional sales and growth for institutional OCIO business, prospecting for nonprofit and other institutional clients and coordinating sales strategy and resources.
What you'll do
- Drive institutional asset and revenue growth by identifying prospects, qualifying opportunities, and leading sales processes.
- Coordinate with EFSs, bankers, financial advisors, relationship managers, and specialized-industry teams to prioritize resources and develop solutions.
- Build institutional relationships, generate referrals, represent the business at conferences, and guide divisional market segmentation.
What they ask for
- Bachelor's degree required.
- Deep expertise in investments, asset allocation, and investment and spending policies.
- Knowledge of alternative investments, institutional segments and trends, and GWIM investment solutions, UST investment strategy and platform.
- Sales practitioner credibility; strong relationship management, collaboration, influencing, presentation, and public-speaking skills.
Nice to have
- 7, 63 and 65 licenses; CIMA and/or CFA preferred.
- Experience selling OCIO services to nonprofits and presenting complex investment solutions to nonprofit investment committees, trustees, and senior staff.
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