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Working alongside a specialist team in your dedicated territory, you will: Partner with Market Executives and Financial Advisors to drive advisory growth through brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

Bank of America

Advisory Growth Specialist

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Serve as an executive authority on product data strategy in client engagements - advising CDOs, CTOs, and C-suite stakeholders on the data investments required to compete in AI-mediated commerce and translating strategy into board-ready business cases. Advise clients on the multi-year product data investment sequence required to move from GEO-readiness to full agentic commerce protocol compliance, helping leadership connect near-term data investments to long-term competitive positioning.

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