Alternative Investments Business Acceleration Team, Sr. Platform Consultant

Bank of America Merrill Lynch

Boston, MA, US
Base: $108,400.00 - $225,400.00 annualized; bonus:...
Onsite
8+ years wealth/asset management experience
Deep private markets knowledge pe credit real assets
Executive ready deck building and presentation skills
The Senior Platform Consultant supports the Alternative Investments Business Acceleration Team by driving strategic initiatives and business development within Bank of America's wealth management division

Job Summary

  • The Senior Platform Consultant supports the Alternative Investments Business Acceleration Team by driving strategic initiatives and business development within Bank of America's wealth management division.
  • This role requires deep expertise in private markets including hedge funds, private equity, and non-traded REITs while collaborating with sales, legal, risk, and compliance partners.
  • Employees are eligible for an annual discretionary award based on individual performance and the overall success of the company alongside industry-leading benefits.

Matching Summary

The Senior Platform Consultant supports the Alternative Investments Business Acceleration Team by driving strategic initiatives and business development within Bank of America's wealth management division.

Salary

Base: $108,400.00 - $225,400.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • 8+ years wealth/asset management experience
  • Deep private markets knowledge PE credit real assets
  • Executive ready deck building and presentation skills
  • Stakeholder management across cross-functional teams
  • Advisor enablement and content governance expertise

Nice-to-have

  • Bias for action and detail orientation
  • Experience with FinTech partnerships and DLT strategy
  • Strong data literacy and usage adoption metrics
  • Ability to simplify complexity in regulated environments
  • Collaborative culture and client-first mindset

Key Requirements

  • 8+ years across wealth/asset management or alternatives
  • High proficiency in Copilot Teams Excel Word PowerPoint
  • Demonstrated ability to lead forums and present to senior leadership
  • Comfort operating in a highly regulated enterprise environment
  • High School Diploma / GED or equivalent education

Work Rights

Not specified

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