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About the Role: UHNW Capital Markets Specialist

Program Overview:

The Senior Capital Markets Specialist within the Investment Solutions Group (ISG) is a pivotal role focused on training and supporting Financial Advisors and their Ultra High Net Worth (UHNW) clients in utilizing Capital Markets products and solutions effectively. This specialist will deliver market insights, portfolio positioning strategies, and trade-level investment guidance tailored to UHNW clients. The role involves synthesizing intellectual capital across the firm and proactively delivering personalized, product-agnostic investment recommendations.

Your Role

As a UHNW Capital Markets Specialist, you will:

• Partner with Financial Advisors: Collaborate with a select group of Merrill Private Wealth and UHNW-focused Financial Advisors to deliver market insights, cross-asset implementation strategies, and trade ideas. This includes providing macroeconomic viewpoints, personalized portfolio positioning opportunities (e.g., sector, region, theme, credit, duration, rates), and trade-level recommendations.
• Synthesize Intellectual Capital: Gather and translate content from various sources across the firm, including the Chief Investment Office (CIO), Bank of America Research, Global Markets Institutional Sales & Trading, and GWIM Trading, into concise investment views and actionable implementation strategies.
• Develop Capital Markets Expertise: Build deep expertise in core capital markets implementation solutions and UHNW products, including single stocks, listed options, ETFs, Market-Linked Investments (Structured Notes), Closed-End Funds, Exchange Funds, OTC Derivatives, and more.
• Collaborate Across ISG Specialists: Work with other ISG Specialists in Investment Advisory, Alternative Investments, Portfolio Consulting, and Retirement to ensure that the most appropriate solutions are presented to clients, aligning with their investment goals.
• Own Capital Markets Relationships: Manage the capital markets relationship with Private Wealth Field Leaders in your assigned territory (e.g., Branch Management, Regional Executives), supporting their asset growth, household and revenue expansion, and client retention goals.

What You Will Gain

As a UHNW Capital Markets Specialist, you will:

• Investment Expertise: Develop a high level of expertise across a range of capital markets products and solutions, tailored specifically to UHNW clients.
• Client Interaction: Engage with sophisticated clients, including UHNW individuals and Family Offices, delivering personalized investment strategies and solutions.
• Strategic Influence: Play a key role in translating complex investment concepts into actionable recommendations, influencing investment decisions across your territory.
• Public Speaking Skills: Enhance your ability to present complex investment strategies in various settings, including large client/advisor audiences, small group discussions, and one-on-one meetings.

Required Skills

• Investing Background: Strong experience in equity/credit research (buy or sell side), equity/fixed income sales (wealth or middle markets), portfolio management, or derivatives.
• Experience: 15+ years of experience in financial services, preferably in equity research, equity portfolio management, wealth management, or middle market institutional capital markets (preferably equity) sales.
• Client Engagement: Proven ability to engage with sophisticated clients, including UHNW individuals and Family Offices.
• Communication Skills: Ability to understand and communicate complex investing concepts and products in a clear and accessible manner.
• Public Speaking: Strong public speaking ability across multiple settings is critical, with experience presenting to large audiences, small groups, and in one-on-one meetings.
• Licensing: Series 7 and 66 licenses required or must be obtained within 120 days of starting.

Desired Qualifications

• Education: Bachelor’s degree required.
• Analytical Skills: Demonstrated ability to analyze complex investment products and strategies and translate them into actionable recommendations.
• Client-Focused: Deep understanding of UHNW client needs and the ability to tailor investment strategies accordingly.