Executive Wealth Advisor for Corporate Executives

Bank of America; Boston (MA); On-site; USD 225,000 - 298,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in Boston seeks a senior executive wealth advisor to provide exceptional client service to corporate executives through our Executive Wealth Services team. You will lead client management, deepen relationships, and deliver a branded client experience through access to private bank offerings.

The role emphasizes leadership, deep client engagement, and collaboration across teams, with a focus on wealth planning, credit facilities, and asset management for high-net-worth clients in

Qualifications

• Ability to present to clients a holistic approach, leveraging the entire Private Bank platform.
• High touch, client-focused individual with exceptional interpersonal skills.
• Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client.
• Ability to influence; proactively asks for and closes business.
• Solutions oriented; sales and financial aptitude a must.
• Must be a skilled negotiator.
• Ability to work with and identify the need for team specialists; collaborate closely with other team members.
• Takes on a leadership role on the team and within the business community.

Responsibilities

• Develops an in-depth understanding of clients' needs, preferences and overall wealth strategy; being responsive to changes in the business environment and/or with client needs.
• Leads the Client Management Process within the client team to provide exceptional client service while deepening existing relationships and delivering a branded client experience.
• Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, banking and asset management.
• Encourages use and adoption of digital capabilities to enhance the client and client team experience.
• Builds relationships with internal and external partners and centers of influence

Skills

Client relationship management

Leadership

Negotiation

Sales aptitude

Team collaboration

Communication

Strategic thinking

Education

MBA or Post-Graduate Degree

CFP/CPA/CFA/CTFA/CFM or JD (plus)

Job description

Bank of America in Boston seeks a senior executive wealth advisor to provide exceptional client service to corporate executives through our Executive Wealth Services team. You will lead client management, deepen relationships, and deliver a branded client experience through access to private bank offerings.

The role emphasizes leadership, deep client engagement, and collaboration across teams, with a focus on wealth planning, credit facilities, and asset management for high-net-worth clients in