Advisory Growth Specialist
Core
Drive growth of investment advisory assets by partnering with Financial Advisors to convert brokerage assets, acquire new clients, and expand wallet share.
Role type
Senior IC sales specialist (investment advisory)
Builds
Advisory relationships and asset growth for Bank of America/Merrill clients
Domain
Financial services / Investment advisory
Required skills
Financial services sales, investment product knowledge, CRM proficiency, client presentation, business development, territory management, regulatory compliance
Preferred skills
Strategic thinking, consultative sales, data fluency (Tableau/Salesforce), stakeholder management, independent execution
Technologies
CRM systems, Tableau, Copilot, Salesforce
Responsibilities
Partner with Market Executives and Financial Advisors to drive advisory growth; Lead opportunity reviews and pipeline discussions; Coach advisors on business development and advisory positioning; Sit in client and prospect meetings to help close deals; Support recruiting, onboarding, and client events; Track and communicate results using data and insight.
Seniority
Senior, hands-on IC