Job added in hotlist
Applied job
Contract job
Recruiter job
Employer job
Expanded search
Apply online not available
Similar Jobs
Investment Analyst - Fully Paid Rel Mgt Analyst - Dallas, TX
Bank of America Corporation
Dallas, TX
Apply Now >
Investment Analyst - Fully Paid Rel Mgt - Dallas, TX
Bank of America Corporation
Dallas, TX
Apply Now >
investment analyst fully paid rel mgt
Bank of America Corporation
Dallas, TX
Apply Now >
Business Systems Analyst
Dr Pepper Snapple Group
Plano, TX
Apply Now >
business analyst
Cardinal Health
Lewisville, TX
Apply Now >
View more jobs in Dallas, TX
View more jobs in Texas

Job Details

investment analyst fully paid rel mgt analyst

Company name
Bank of America Corporation

Dallas, TX

Apply for this job

3 hit(s)  



Position Summary This Investment Associate Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows IA to become fully license and require the appropriate designations before taking on the full IA Analyst role. This position operates in a marketing and sales development role by implementing and executing the Optimal Practice Model (OPM). Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the OPM Business Development model. Core Responsibilities: * Develop and service client segments and the next generation and their next generations and beneficiaries. * Develop, profile, and qualify new prospective clients through practice client acquisition strategies * Intimate events, referral alliances, targeted seminars strategic networking and sourcing and introductions * Implement GBWM process utilizing current tools and technologies for clients and prospects. * Implement * Gather additional assets from existing client base and deepen relationships by partnering with all GWIM partners to deliver a full breadth solutions. * Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. * Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation ) * Provide marketing and organizational support. * May support additional activities included in GoodBetterBest of OPM

Posting Date: 12/04/2018

Location: Dallas, TX, PREMIER PLACE, 5910 N CENTRAL EXPY, - United States

Travel: No

Full / Part-time: Full time

Hours Per Week: 37.5

Shift: 1st shift

Job Type


Job Reference


Job ID


Enter your details to join Resume-Library and apply for this role


First Name

Last Name

This email already exists

Enter your password to login and apply

Forgotten your password?

Apply Now

Company info

Bank of America Corporation
Website :

Company Profile
Bank of America Corporation, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the United States and internationally. The company’s Consumer & Business Banking segment offers traditional and money market savings accounts, CDs and IRAs, checking accounts, and investment accounts and products, as well as credit and debit cards; and lending related products and services, working capital management, and treasury solutions. This segment provides its products and services through operating 5,100 banking centers, 16,300 ATMs, call centers, and online and mobile banking platforms. Its Consumer Real Estate Services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The company’s Global Wealth & Investment Management segment provides investment and brokerage, estate and financial planning, fiduciary portfolio management, cash and liability management, and specialty asset management services; and retirement and benefit plan, philanthropic management, and asset management services. Its Global Banking segment provides various commercial loans, leases, commitment facilities, trade finance, real estate and asset-based loans, and consumer loans; treasury management, foreign exchange, and short-term investing options; and debt and equity underwriting and distribution, and merger-related and other advisory services. The company’s Global Markets segment offers sales and trading services for securities and derivative products in primary and secondary markets; market-making, financing, securities clearing, settlement, and custody services to institutional investor clients; and risk management products. The company was founded in 1874 and is based in Charlotte, North Carolina.

Similar Jobs:
11,853 Deloitte Advertising, Marketing & Commerce Analytics Consultant in Dallas Texas Deloitte is one of the leading professional services organizations in the United States, specializing in audit, tax, consulting and financial a...
Business Analyst [608161
Location : Plano, TX
Description: The Business Analyst is responsible for developing business requirements, including but not limited to business process flows and user test cases. The analyst will collaborate with business users to capture, document,...
Wealth Management - CWM Operations, Business / Data Analyst','180030467','!*!JPMorgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include inst...
The number of jobs listed on EmploymentCrossing is great. I appreciate the efforts that are taken to ensure the accuracy and validity of all jobs.
Richard S - Baltimore, MD
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
BusinessAnalystCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
BusinessAnalystCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2018 BusinessAnalystCrossing - All rights reserved. 168