Senior Executive Wealth Strategist

BEPC; Boston (MA); Hybrid; USD 177.000 - 300.000; Vollzeit

Benefits dieser Stelle

Benefits eligible

Annual discretionary plan

Paid time off

Zusammenfassung

Bank of America in the United States seeks an Executive Wealth Strategist to act as quarterback for the executive relationship, delivering tailored wealth, tax, estate, and financial planning aligned with company programs.

The role partners with advisors across investment management, credit, banking, and trust & estate planning to provide holistic solutions and maximize executives' opportunities.

Qualifikationen

• Ability to gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.
• Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling.
• Advanced understanding of the transfer tax system and core tax savings strategies.
• Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
• Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.
• Word, Excel, and PowerPoint.
• Various Wealth Strategy stochastic models and planning software such as WealthMaster.

Aufgaben

• 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.

Kenntnisse

Critical Thinking

Oral Communications

Presentation Skills

Wealth Planning

Written Communications

Active Listening

Business Development

Collaboration

Customer and Client Focus

Networking

Issue Management

Prioritization

Ausbildung

High School Diploma

JD/CPA/CFP desired

LLM/MST/MBA a plus

Tools

Word

Excel

PowerPoint

WealthMaster

Jobbeschreibung

Bank of America in the United States seeks an Executive Wealth Strategist to act as quarterback for the executive relationship, delivering tailored wealth, tax, estate, and financial planning aligned with company programs.

The role partners with advisors across investment management, credit, banking, and trust & estate planning to provide holistic solutions and maximize executives' opportunities.