Endowment and Foundation Specialist

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Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
The Endowment & Foundation Specialist (EFS) is a producing role directly responsible for driving growth in the OCIO business within their assigned division. This individual will serve as territory team leader and will proactively prospect for institutional business in the assigned division, in addition to driving the sales strategy with the Institutional EFS' s across markets.
Major Responsibilities
Drive asset and revenue growth in the institutional business within division
Identify and qualify larger more complex institutional prospects
Drive sales process for opportunities sourced by PCAs/ICAs and ML GIC FAs
Work closely with EFSs in division to review pipeline and ensure resources are appropriately aligned
Act as initial point of contact for GIC FAs and Bankers for new opportunities within division to assess deal potential, prioritize resources and build sales team
Maintain high level involvement as a senior member of relationship management team on larger more complex new client relationships
Generate prospect referrals from new relationships
Work with internal specialized industries’ leadership to set execution strategy, uncover opportunities and drive growth within the division
Point of contact for specialized industries’ bankers to evaluate, position and develop appropriate solutions for division opportunities
Partner closely with relationship managers, OCIO Champions and Private Bank High Net Worth Division Exec to drive growth and ensure segment-based OCIO strategies are being executed within division
Cultivate institutional and not-for-profit consultant network
Act as subject matter expert for investments and OCIO opportunities within division
Attend and present at industry conferences
Define division implementation of market tier/segmentation strategy working with SE and EFSs
Key Skills, Competencies & Qualifications
Deep understanding and expertise in investments, asset allocation, investment and spending policies
Bachelor's degree required.
Expertise and knowledge around alternative investments including hedge funds, private capital, real estate, timber and farmland
Understand how to navigate the organization to clear obstacles and get business closed
Strong influencing, collaboration and relationship management skills
Experience and credibility as a sales practitioner
Strong presentation and public speaking skills
Ability to diagnose needs and structure RFPs to address needs and win business
Strong listening and probing skills
Deep understanding of key institutional segments and institutional investment trends and strategies
Deep and wide knowledge of GWIM investment solutions, UST investment strategy and platform
Desired Qualifications
10+ years of successful experience selling asset management services to non-profit entities, foundations, endowments and pensions
History of marketing and selling OCIO services and solutions to nonprofits with a strong track record in closing business with nonprofits with AUM
Experience positioning and selling complex investment solutions to investment committees, trustees and senior staff of large nonprofits
7, 63 and 65 licenses. CIMA and or CFA preferred.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week: 
40

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