Executive Wealth Architect

Koitecc Solutions; New York, Northern (NY, KY); Hybrid; USD 177,000 - 300,000; Full time

Benefits offered by this job

Discretionary incentive plan

Benefits eligible

Job summary

Bank of America in the United States seeks an Executive Wealth Strategist to serve as the quarterback for the executive relationship, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs.

You will partner with Advisors and specialists across investment management, credit, banking, and trust planning to deliver tailored solutions for senior leaders, ensuring a high-touch, compliant client experience.

Qualifications

• Experience delivering comprehensive wealth planning for executives.
• Ability to translate complex compensation packages into actionable plans.
• Strong knowledge of tax, estate, and wealth transfer strategies.

Responsibilities

• Serves as the primary contact and planning lead for executives in the program.
• Leads wealth planning from discovery through strategy and relationship management.
• Develops integrated plans using company-specific compensation, equity, and benefits.
• Maintains deep knowledge of the sponsor's compensation and benefits offering.
• Partners with Advisors and specialists to deliver comprehensive solutions.
• Demonstrates expertise across trust, estate, executive compensation, and retirement planning.
• Identifies opportunities and develops strategies to maximize company-sponsored programs.
• Builds trusted relationships with executives and their advisors.

Skills

Critical Thinking

Oral Communications

Presentation Skills

Wealth Planning

Written Communications

Active Listening

Business Development

Collaboration

Customer and Client Focus

Networking

Issue Management

Prioritization

Education

High School Diploma / GED / Secondary School or equivalent

JD, CPA, or CFP

LLM, MST, MBA (or in progress)

Tools

WealthMaster

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America in the United States seeks an Executive Wealth Strategist to serve as the quarterback for the executive relationship, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs.

You will partner with Advisors and specialists across investment management, credit, banking, and trust planning to deliver tailored solutions for senior leaders, ensuring a high-touch, compliant client experience.