Executive Wealth Strategist for Senior Executives

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

Job summary

Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executives, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs. You will build trusted relationships and coordinate with advisors to tailor comprehensive solutions.

In this role, you will navigate executive compensation, equity, retirement and benefits, partnering with specialists to maximize opportunities while ensuring regulatory compliance and an

Qualifications

• Minimum 7 years of planning-related work experience desired.
• JD, CPA, or CFP desired.
• LLM, MST, MBA (or in progress) a plus.

Responsibilities

• Serves as the primary point of contact and planning lead for executives participating in the Executive Wealth Services program.
• Leads the wealth planning engagement process from discovery through strategy development and ongoing relationship management.
• Develops holistic and integrated planning strategies tailored to executives' unique financial circumstances, incorporating company-specific compensation, equity, deferred compensation, retirement, and benefit programs.
• Maintains deep expertise in the sponsoring company's executive compensation and benefits offerings, corporate culture, and leadership environment, translating this knowledge into actionable planning recommendations.
• Partners closely with Advisors, and specialists across investment management, credit, banking, and trust and estate planning to deliver comprehensive solutions.
• Demonstrates advanced technical knowledge across a broad range of wealth planning disciplines, including trust and estate planning, executive compensation planning, equity compensation, retirement planning, tax planning, cash flow modeling, business succession, and philanthropic planning.
• Identifies planning opportunities and develops strategies that help executives maximize the value of company-sponsored compensation and benefit programs within the context of their broader wealth objectives.
• Builds trusted relationships with executives and their existing advisors, ensuring a collaborative approach that complements existing relationships and enhances the overall client experience.
• Educates executives on complex financial concepts and planning opportunities through personalized consultations, presentations, and ongoing guidance.
• Stays current on developments in tax, trust, estate, financial planning, and executive compensation regulations, assessing their impact on executives and planning strategies.
• Maintains an exceptional client experience while adhering to all regulatory, risk, and compliance 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

Tools

WealthMaster

Job description

Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executives, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs. You will build trusted relationships and coordinate with advisors to tailor comprehensive solutions.

In this role, you will navigate executive compensation, equity, retirement and benefits, partnering with specialists to maximize opportunities while ensuring regulatory compliance and an