Senior Executive Wealth Strategist

Bank of America; Boston (MA); Hybride; USD 177 000 - 300 000; Plein temps

Résumé du poste

Bank of America in Boston 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 compensation programs.

You will partner with advisors across investment management, credit, banking, and trust, coordinating tailored solutions while guiding senior executives through complex financial decisions.

Qualifications

• 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, business entities, and business transitions.
• Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.
• 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.

Responsabilités

• 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.

Connaissances

Critical Thinking

Oral Communications

Presentation Skills

Wealth Planning

Written Communications

Active Listening

Business Development

Collaboration

Customer and Client Focus

Networking

Issue Management

Prioritization

Formation

High School Diploma / GED / Secondary School or equivalent

JD, CPA, or CFP desired

Outils

WealthMaster

Word

Excel

PowerPoint

Description du poste

Bank of America in Boston 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 compensation programs.

You will partner with advisors across investment management, credit, banking, and trust, coordinating tailored solutions while guiding senior executives through complex financial decisions.