Teams at Bank of America

Supports alternative investment sales across a designated territory by coordinating wholesalers, specialists, advisors, clients, meetings, events, and roadshows. Serves as a subject-matter expert on alternative investment strategies, portfolio construction, implementation, fund updates, and platform solutions. Builds advisor relationships, manages inquiries, supports client experiences, and expands adoption of alternative investment products through presentations, education, and proactive prospecting.

Owns territory growth for investment advisory assets by partnering with Financial Advisors and market leadership. Responsibilities include identifying growth opportunities, converting brokerage assets to advisory relationships, acquiring new assets, expanding wallet share, coaching advisors, leading pipeline reviews, supporting client meetings and events, and tracking performance. Requires strong investment knowledge, consultative sales ability, relationship-building skills, CRM and reporting platform proficiency, regular territory travel, and securities licenses.

Develop and maintain Python-based quantitative platforms for commodities investible indices. Build indices, systematic strategies, backtesting capabilities, analytics, data pipelines, controls, and monitoring tools. Support the commodities trading desk by resolving production and data issues while improving platform reliability, performance, testing, and maintainability. Collaborate closely with trading, structuring, sales, and technology teams in a fast-paced, business-facing environment.