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.

To apply for this job email your details to jobs@ukjobnow.com

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