Executive Wealth Strategist for Senior Executives

Bank of America; Boston (MA); On-site; USD 177,000 - 300,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking an Executive Wealth Strategist in the United States (Boston) to guide senior executives through tailored wealth, tax, and estate planning. You will coordinate with advisors across investment management, credit, banking, and trust services to deliver integrated, customized solutions.

Strong knowledge of executive compensation and benefits is essential. You will build lasting relationships with executives and their advisors, educate clients on complex financial

Qualifications

• Strong wealth planning and tax planning knowledge.
• Extensive experience with executive compensation and employee benefits programs.
• Ability to develop holistic planning strategies for senior executives.

Responsibilities

• Serve as the primary planning lead for executives in the Executive Wealth Services program.
• Lead wealth planning engagement from discovery through strategy development.
• Develop holistic strategies incorporating comp, equity, retirement and benefits.
• Maintain deep expertise in sponsor company compensation and benefits offerings.
• Collaborate with Advisors and specialists across investment management, credit, banking, and trust/estate planning.
• Demonstrate advanced knowledge across wealth planning disciplines, including tax planning and estate planning.
• Identify opportunities and develop strategies to maximize company-sponsored programs.
• Build trusted relationships with executives and their advisors.
• Educate executives on complex financial concepts through consultations and presentations.
• Stay current on tax, trust, estate, and compensation regulations.
• Maintain exceptional client experience while adhering to regulatory requirements.

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

Juris Doctor (JD)

Certified Public Accountant (CPA)

Certified Financial Planner (CFP)

LLM

MST

MBA

Tools

Word

Excel

PowerPoint

WealthMaster

Job description

Bank of America is seeking an Executive Wealth Strategist in the United States (Boston) to guide senior executives through tailored wealth, tax, and estate planning. You will coordinate with advisors across investment management, credit, banking, and trust services to deliver integrated, customized solutions.

Strong knowledge of executive compensation and benefits is essential. You will build lasting relationships with executives and their advisors, educate clients on complex financial