layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Advisory Growth Specialist at Bank of America | LAYIQ

You are the catalyst for advisory growth in your market.
Working alongside a specialist team in your dedicated territory, you will: Partner with Market Executives and Financial Advisors to 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, create accountability, and help advisors turn plans into results.
Coach advisors on business development and advisory positioning, informed by guidance from our Chief Investment Office on portfolio construction, manager selection, and asset allocation.
Sit in client and prospect meetings, help advisors articulate the value of an advisory relationship, bring solution expertise into the room, and help close.
Support recruiting, onboarding, private briefings, and client events by showcasing Merrill’s capabilities and pulling in the right specialists at the right time.
Track and communicate results using data and insight to sharpen where you spend your time.
Required Qualifications: 7+ years of financial services experience, including 3 or more years working with Financial Advisors or in investment management. We will consider equivalent experience that demonstrates the same capability.
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.
Demonstrated 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 your assigned territory.
Series 7 and 63/65 or 66, or the ability to obtain them within 120 days of your start date.
Desired Qualifications: We are looking for a combination of sales ability, advisor credibility, investment knowledge, and execution discipline. Strong candidates tend to bring:
A track record of building trusted relationships with Financial Advisors, business owners, sales professionals, or other demanding stakeholders.
Strategic thinking and the ability to partner with senior leaders on market and sales strategy.
Consultative sales instincts, including the confidence to name an opportunity and ask for the business.
Comfort holding experienced professionals accountable to what they committed to, without becoming someone they avoid.
Genuine interest in investments and a practical grasp of advisory solutions, portfolio construction, and fiduciary business models.
Presence in front of clients, including the judgment to know when to lead a conversation and when to let the advisor own it.
Fluency with data and pipeline tools such as Tableau, Copilot, or Salesforce to decide where your time goes.
The self-direction to run a territory independently while staying tightly connected to market leadership and internal partners.
Shift: 1st shift (United States of America)
Hours Per Week: 40

Advisory Growth Specialist

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