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Senior Product Specialist - Market Linked Investments

Merrill Wealth Management
New York, New York
Commensurate with Experience
Closing date
Apr 24, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Summary:
Acts as the senior product representative on a client team and is solely responsible for all product transactions with key clients. Negotiates fee structures. Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from marketing and documentation to closing. Develops aggressive marketing plans and strategies affecting an entire region or section. Individuals in this role are typically a second year Principal.

The Market-Linked Investments Structuring & Origination team ("the Team") is cross-asset structured products unit responsible for originating, structuring, positioning and executing transactions for both retail and Ultra-High-Net-Worth ("UHNW") clients based across the Americas. Focus on over-the-counter and securitized cross-asset products with embedded vanilla or light-exotic optionality on equity, commodities, currencies, interest rates and hybrid underlying assets. Total transacted notional outstanding over $11 billion generating more than US$250+ million in revenues per annum to the firm.


Facilitate the structuring, origination, positioning and execution of Structured Notes or Market-Linked Investments (Domestic and International) and OTC products including pricing of cross asset derivatives.

•            Develop and maintain strong relationships with Global Markets trading/structuring partners, third party issuers and hedge providers

•            Partner to help drive modernization work of our MLI platform, helping to transform our origination process and FA experience

•            Partner with internal sales specialists to optimize the adoption and distribution of products

•            Interact with trading, internal sales and financial advisors on a daily basis to relay market color, research, and trading related information

•            Identify research-driven trading ideas and market opportunities to drive business

•            Liaise and interact with traders to facilitate transactions and provide competitive pricing for clients

•            Manage secondary market of market-linked structures

•            Liaise with key partners including members of legal, compliance, trading and research 

•            Proactively develop and maintain relationships with financial advisors
  • As part of their responsibilities, professionals on the Team develop research-driven strategic and tactical trading ideas; provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and engage in the structuring, origination, positioning and execution of OTC derivatives and/or Structured Notes/Market-Linked Investments.

Required Qualifications:

•            At least 7 years of relevant work and analytical experience in the areas described above

•            Ability to identify, prioritize and execute timely business tasks

•            Multi-tasking and ability to work under pressure

•            Strong marketing and presentation skills

•            Ability to work as a team player in a dynamic, fast-paced and collaborative work environment

•            FINRA registered representative with Series 7, 63/66 and 79 required

•            Excellent Bloomberg and MS Office skills

•            Strong quantitative, analytical and communication skills.

•            Candidate will be required to complete the NFA's Swaps Proficiency

Desired Qualifications:

MS, MBA and/or CFA are desirable but not necessary


  • Analytical Thinking
  • Customer and Client Focus
  • Financial Forecasting and Modeling
  • Monitoring, Surveillance, and Testing
  • Risk Management
  • Causation Analysis
  • Client Management
  • Market Analysis
  • Product Marketing and Branding
  • Relationship Building
  • Negotiation
  • Networking
  • Presentation Skills
  • Product Management

Minimum Education Requirement: Bachelors degree required

Job Band:

1st shift (United States of America)

Hours Per Week:


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