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Global Equities, Advisory Sales

San Francisco, California
Posted Mar 20, 2025

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
The Bank of America San Francisco based Equity Sales team leverages the firm’s top rated research platform to interact with the Institutional Client base: capturing mind share, delivering alpha and enhancing flows across all equity-linked products. The salesforce is an integral part of the equity platform, connecting Portfolio Managers, Analysts, Traders and everyone in between with the various product groups across BofA Equities. We work closely with our partners in Trading/Sales Trading, Financing, Capital Markets, Derivatives and Corporate Access to maximize firm-to-firm connectivity and drive revenues.

Core responsibilities of the role:

  • Relationship mgmt: Developing deep relationships with founders, portfolio managers, analysts. Delivering corporate access / research and markets content to aid in the investment process and decision making of equity portfolio managers.
  • Idea generation / content creation & dissemination around: Single stock ideas, Global Macro, Derivatives and Cross Asset.
  • Corporate Access: Connect CEOs, CFOs and other management from corporates with our client base. Sit in on meetings with Investors as they gain insights directly from the top mgmt.
  • Capital Markets:  Working with Corporates to raise capital via Primary and Secondary offerings
  • Daily interaction with research analysts, gaining insights on sector themes and best ideas
  • Direct connectivity with key decision makers at the largest investment institutions. Understanding institutional customers needs and providing solutions.

To help facilitate the Equity Advisory needs of our clients, we are looking for a salesperson with exceptional communication skills and the ability to thrive in a fast-paced, team-oriented environment. The candidate must have very high attention to detail, be highly organized, diligent, and be able to multi-task. The individual needs to have a high touch service mentality and be a motivated self-starter who has the ability to creatively solve problems. Candidate should posses a deep interest in markets and finance.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-25013216

Travel: Yes, 5% of the time

California pay and benefits information

Street Address

Primary Location:
555 California St, CA, San Francisco, 94104
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