Advisory Growth Specialist

Bank of America

. Own the territory and drive growth of investment advisory assets .

Posted 9/28/2026full-timeUnited StatesSeniorLead💰 $144,000 - $198,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving growth of investment advisory assets through strategic partnerships with Financial Advisors and Market Executives. Proficient in consultative sales, client relationship management, and utilizing data insights to influence market strategies.

Highest-signal resume keywords

Financial Services ExperienceInvestment Advisory SolutionsStrong Communication SkillsCRM Systems ProficiencySeries 7 and 63/65 or 66

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementPortfolio ConstructionManager SelectionAsset AllocationBusiness DevelopmentAdvisory PositioningData AnalysisSales StrategyClient Relationship ManagementFiduciary Business Models

Soft Skills

Strategic ThinkingConsultative Sales InstinctsAccountabilityClient-Facing PresenceSelf-Direction

Tools & Technologies

CRM SystemsSales ToolsReporting PlatformsTableauSalesforce

Certifications & Qualifications

Series 7Series 63Series 65Series 66

Industry Keywords

Investment ProductsAdvisory RelationshipsFinancial AdvisorsBrokerage AssetsClient Opportunities

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Own the territory and drive growth of investment advisory assets
Partner with Financial Advisors and Market Executives to identify growth opportunities, create action plans, and review performance monthly
Coach advisors on positioning advisory relationships using investment insights
Explain advisory relationships and investment recommendations to clients
Win new assets and uncover new client opportunities
Transition appropriate brokerage assets into advisory relationships
Deepen existing client relationships and grow wallet share
Convert prospects and build centers of influence
Build repeatable growth strategies
Drive advisory growth through brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion
Lead opportunity reviews and pipeline discussions; identify priorities, clear obstacles, and create accountability
Coach advisors on business development and advisory positioning, including portfolio construction, manager selection, and asset allocation
Participate in client and prospect meetings, provide solution expertise, and help close
Support recruiting, onboarding, private briefings, and client events
Track and communicate results using data and insights
Work directly with market leadership to influence execution of strategic priorities

Requirements

What you’ll need

7+ years of financial services experience, including 3 or more years working with Financial Advisors or in investment management
Equivalent experience demonstrating the same capability will be considered
Experience supporting, distributing, or selling investment products, advisory solutions, or related financial services offerings
Working knowledge of professionally managed investment products or the investment advisory business
Strong communication and presentation skills, with the ability to hold a room and handle pushback in the moment
Ability to manage competing priorities and deliver in a fast-moving environment
Comfort using CRM systems, sales tools, and reporting platforms to manage activity and measure results
Willingness to travel regularly within the assigned territory
Series 7 and 63/65 or 66, or the ability to obtain them within 120 days of the start date
Track record of building trusted relationships with Financial Advisors, business owners, sales professionals, or other demanding stakeholders
Strategic thinking and ability to partner with senior leaders on market and sales strategy
Consultative sales instincts, including confidence to identify opportunities and ask for business
Ability to hold experienced professionals accountable
Interest in investments and practical grasp of advisory solutions, portfolio construction, and fiduciary business models
Client-facing presence and judgment in leading conversations
Fluency with data and pipeline tools such as Tableau, Copilot, or Salesforce
Self-direction to run a territory independently while staying connected to market leadership and internal partners

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Annual discretionary incentive award based on individual, line of business/group, and Company performance
Benefits eligibility
Paid time off
Resources and support for employees