Executive Wealth Strategist for Senior Leaders

Squillace & Associates, P.C.; Boston (MA); Hybrid; USD 177,000 - 300,000; Full time

Job summary

Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for executive relationships within Executive Wealth Services (EWS). You will deliver holistic wealth planning aligned with company-sponsored programs and collaborate with advisors across trust, taxes, and estate planning.

You will build trusted relationships with senior executives, educate on complex financial concepts, and navigate the unique compensation and benefits structures to maximize value and ensure

Qualifications

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

Responsibilities

• Serve as primary 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 / GED / Secondary School or equivalent

JD, CPA, or CFP

LLM

MST

MBA (or in progress)

Tools

Microsoft Word

Microsoft Excel

PowerPoint

WealthMaster

Job description

Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for executive relationships within Executive Wealth Services (EWS). You will deliver holistic wealth planning aligned with company-sponsored programs and collaborate with advisors across trust, taxes, and estate planning.

You will build trusted relationships with senior executives, educate on complex financial concepts, and navigate the unique compensation and benefits structures to maximize value and ensure