1 day old

Market Sales Executive - Boston, MA

Bank of America
Boston, MA
  • Job Code
Company Bank of America

Job Title Market Sales Executive - Boston, MA

Jobid bankofamerica-18009300BostonMA

Location: Boston, MA, 02133, USA

Description **Job Description:**

**Business Overview**

U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.

**Job Description**

The U.S. Trust Market Sales Executive (MSE) supports the Market Executive ME in growing the market bydriving sales practices, advisor productivity, client engagement/ retention, client team development and training, sales routines and pipeline management for their aligned market.

The MSEhas direct reporting accountability for PCAs, PCMs and/or PCADs as determined by the Market Executive based on the size and needs of the market and growth strategy.The MSE executes the business onboarding and ramp up of PCA and PCM hires across the market and coaches advisors to optimize their performance. The Market Sales Executive will also help drive the implementation of strategic growth initiatives, in addition to supporting the ME toeffectively manage market trust risks, adherence to administrative metrics and ensuring trust policy adherence.

Basedon the needs of other markets in the division, the Market Sales Executive may also assist other MEs withdriving sales practices, advisor productivity, client engagement/ retention, client team development and training, sales routines and pipeline management.

**Core Competencies**

+ Demonstrated track record of delivering business results & driving responsible growth as a sales practitioner

+ Ability to diagnoseperformance gaps, coach to CMP and develop sales talent

+ Communicates in a clear and compelling manner with employees, clients, and enterprise partners (executive presence)

+ Strong influencing,listening, probing and relationship management skills

+ Deep and wide knowledge of investment management products and fiduciary platform, specifically as it relates to HNW/UHNW clients and their needs

+ Understanding of how to navigate U.S. Trust and cross lines of business to clear obstacles and get business closed

**Major Responsibilities**

**Drive Responsible Growth in the Market:**

+ Work with Market Exec to develop and implement strategies to drive growth initiatives throughout the market

+ Analyzes sales performance and net flows metrics to determine areas of need and follow up with targeted solutions

+ Drive and execute market sales routines and lead/drive CMP execution

+ Partner with CME on marketing strategy and resource allocation

+ Lead pipeline management routines with teams and coach on pipeline execution

**Deliver for Clients:**

+ Ensure delivery of the investment and fiduciary platform credit and banking solutions and enterprise capabilities to clients

+ Participate in targeted joint calling with teams to help close business and identify development needs

**Talent Management:**

+ Directlymanage PCAs, PCMs and/or PCADs

+ Assist Market Executive to source and recruit talent to the platform

+ Assess skill, knowledge, capability and performance gaps through coaching and analysis

+ Develop activities and tools to help enable PCA, PCM and PCAD productivity

+ Partner with other market leaders, the Market Executive and UST Learning to ensure all team members receive the most appropriate and timely development solutions

+ Acts quickly to address performance issues

**Delivers One Company:**

+ Responsible for delivering the bank to U.S. Trust clients and prospects, based on their individual needs and goals

+ Delivers on cross-LOB referral and pull-through targets

+ Drives an enterprise mindset and referral activity across disciplines


+ BA/BS degree required

+ Series 7, 24or 9/10, 66 (or 63 & 65 in lieu of 66). Licenses may be acquired after start date – 90 days per license.

**Posting Date** : 04/02/2018

**Location** :

Boston, MA, 100 FEDERAL ST (MA5100),

- United States

**Travel** : Yes, 20% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.


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Market Sales Executive - Boston, MA

Bank of America
Boston, MA

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Bank of America
Boston, MA

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