Sr. Product Specialist-hedge Fund Origination

Bank of America

New York, NY, United States
Base: $116,000.00 - $225,000.00 annualized; bonus:...
5-8 years in wealth management or alternative investments
Series 7 and series 66 (or series 63 and 65) licenses
Negotiating business terms and distribution agreements
The role serves as the primary point of contact for third-party asset managers to cultivate strong relationships and align goals with Merrill

Job Summary

  • The role serves as the primary point of contact for third-party asset managers to cultivate strong relationships and align goals with Merrill.
  • Candidates will be responsible for sourcing best-in-class hedge fund offerings and leading the fund launch process across multiple internal teams.
  • This position offers an annual discretionary incentive plan and industry-leading benefits including paid time off and wellness resources.

Matching Summary

The role serves as the primary point of contact for third-party asset managers to cultivate strong relationships and align goals with Merrill.

Salary

Base: $116,000.00 - $225,000.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • 5-8 years in wealth management or alternative investments
  • Series 7 and Series 66 (or Series 63 and 65) licenses
  • Negotiating business terms and distribution agreements

Nice-to-have

  • MBA or CFA advanced degree preferred
  • CAIA designation preferred
  • Enthusiastic about mentoring junior team members

Key Requirements

  • Bachelor's degree required; MBA/CFA/CAIA desired
  • Must hold Series 7 and Series 66 (or 63/65) licenses
  • 5-8+ years of direct relevant work experience

Work Rights

Not specified

Tailored Resume

Cover Letter