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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Sales Associate II (SA II) develops and maintains relationships within assigned markets serving as the primary internal sales support resource for prospecting to the philanthropic distribution channel working in conjunction with Institutional Sales Directors (ISDs) and Institutional Client Advisors (ICAs) to increase sales through both remote proactive and reactive sales support.
Responsibilities:
Actively manage sales pipeline with EFSs by ensuring accuracy, consistency and timely entry of proactive and reactive interactions into the Client Relationship Management (CRM) system
Build out institutional profiles for new and existing relationships by collaborating with internal strategic partners and subject matter experts
Participate in market management routines with EFSs, leadership, and advisors
Stay current on the competitive landscape and how to handle objections
Respond to all inbound sales inquiries, literature or presentation requests, and service issues in a proactive and timely manner
Assist EFSs with meeting schedule coordination, pre-meeting research, and timely follow up for post meeting activities
Coordinate pricing proposals with EFS and pricing teams
Elevate Philanthropic Solutions’ internal brand awareness through phone interactions with advisors
Assist in development of appropriate sales materials for prospect presentations
Provide support to the deals team involved in the RFP process
Actively participate in ongoing management of assigned markets business objectives, strategy and execution
Serve as vocal member of team, offering innovative ideas, insights and tactics to increase business efficiency and delivery
Key Skills and Competencies:
Must have a passion for sales and a willingness to learn about the institutional asset management marketplace
Must posses excellent organizational, written and verbal communication skills
Ability to manage time effectively, multi-task, and work well under pressure in a team environment
Must posses strong interpersonal skills and have the ability to communicate effectively with our advisors, as well as, with all levels of internal colleagues and our prospects
Have a desire to learn about the institutional marketplace, including, asset allocation strategy, spending policy and other related attributes of nonprofit organizations
Desire to grow, take on more, and to learn innovative sales strategies
Desired Qualifications:
Four-year degree
One to two years of relevant experience within a financial services organization is preferred
Technically proficient with Microsoft office, including advanced Power Point, CRM Systems
Series 7 and 66 Licenses required, or to be obtained within 90 days of employment
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CT - Westport - 1 Gorham Is - One Gorham Island (CT2193), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$117,900.00 - $186,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
