Endowment & Foundation Specialist
Drive asset and revenue growth in the institutional business within division Identify and qualify larger more complex institutional prospects. Drive sales process for opportunities sourced by PCAs/ICAs and ML GIC FAs. Work closely with EFSs in division to review pipeline and ensure resources are appropriately aligned. Act as initial point of contact for GIC FAs and Bankers for new opportunities within division to assess deal potential, prioritize resources and build sales team. Generate prospect referrals from new relationships. Work with internal specialized industries’ leadership to set execution strategy, uncover opportunities and drive growth within the division. Point of contact for specialized industries’ bankers to evaluate, position and develop appropriate solutions for division opportunities. Act as subject matter expert for investments and OCIO opportunities within division. Attend and present at industry conferences.
Deep understanding and expertise in investments, asset allocation, investment and spending policies
Ability to diagnose needs and structure RFPs to address needs and win business
10+ years of successful experience selling asset management services to non-profit entities, foundations, endowments and pensions
7, 63 and 65 licenses. CIMA and or CFA preferred.
Expertise and knowledge around alternative investments including hedge funds, private capital, real estate, timber and farmland
Public Speaking skills
Time Management Skills
Strong presentation skills
Strong influencing skills
Strong relationship management skills
UST investment strategy and platform
Driven and self-motivated
Prioritizing skills
Adaptability
Problem Solving Skills
Detail Oriented and Organized
Verbal and Written Communication
Multi tasker
According to JobzMall, the average salary range for a Endowment & Foundation Specialist in 620 S Tryon St, Charlotte, NC 28202, USA is between $50,000 and $67,000 per year. This salary range may vary depending on the level of experience, qualifications, and other factors.
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.
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