Divisional Managed Investment Consultant job in UK
Bank of America
Bank of America is a leading global financial institution committed to responsible growth and long-term client success. Serving individuals, businesses, and institutional clients worldwide, the company delivers innovative investment, banking, and wealth management solutions while fostering an inclusive and high-performance workplace.
Role Overview
As a Divisional Managed Investment Consultant, the consultant plays a critical role in supporting financial advisors by delivering managed investment strategies and portfolio guidance across the division. This position focuses on driving advisor engagement, strengthening investment knowledge, and helping align client portfolios with long-term financial goals.
This role is ideal for an experienced investment professional who thrives in a collaborative environment, enjoys educating advisors, and is passionate about delivering high-quality investment solutions.
Key Responsibilities as Divisional Managed Investment Consultant
Partner with financial advisors to support managed investment and portfolio strategies
Provide guidance on asset allocation, investment solutions, and portfolio construction
Drive adoption and utilization of managed investment platforms
Deliver presentations, training sessions, and market insights to advisor teams
Collaborate with internal partners to support investment initiatives and growth objectives
Analyze market trends and portfolio performance to support informed decision-making
Ensure all activities align with regulatory, compliance, and risk management standards
Skills & Experience Required
Previous experience in investments, portfolio management, or wealth management
Strong knowledge of managed investment products and strategies
Excellent communication, presentation, and relationship-building skills
Ability to influence, educate, and support financial advisors effectively
Analytical mindset with strong attention to detail
Self-motivated professional comfortable working across teams and regions
Location & Work Arrangement
Frisco, Texas
Full-time role with regional/divisional responsibilities
Perks & Benefits
Competitive compensation with performance-based incentives
Comprehensive health, dental, and vision coverage
Retirement and company-matched savings plans
Paid time off, holidays, and wellness programs
Access to ongoing training and professional development
Inclusive and supportive work culture with clear career progression
Start Your Career With Bank of America
Join an organization that values expertise, collaboration, and innovation. At Bank of America, professionals are empowered to make a meaningful impact by supporting advisors and clients with best-in-class investment solutions. This role offers the opportunity to grow within a respected global institution while shaping investment outcomes across the division.
Apply now to become a Divisional Managed Investment Consultant and help drive investment excellence across Bank of America’s advisory network.