Bank of America
Endowment & Foundation Specialist
$175K–$295K
New York · Full-time · Posted Oct 28, 2026
- Experience
- 10+ years of successful experience selling asset management services to non-profit entities, 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 territory sales strategy and prospecting to grow Bank of America’s institutional OCIO business, including endowments and foundations.
What you'll do
- Drive asset and revenue growth; identify and qualify complex institutional prospects and lead sales processes.
- Coordinate division pipelines, resources, and sales strategies with internal partners and relationship teams.
- Build prospect and consultant relationships, advise on investment and OCIO solutions, and present at industry conferences.
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, investment trends, and GWIM investment solutions, UST investment strategy and platform.
- Sales experience and credibility, with strong influencing, collaboration, relationship management, presentation, and public speaking skills.
Nice to have
- 7, 63 and 65 licenses; CIMA and or CFA preferred.
- Track record selling OCIO services to nonprofits and presenting complex investment solutions to nonprofit investment committees, trustees, and senior staff.
Pay
$175,000.00 - $295,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative