Senior Executive Wealth Strategist

Bank of America; Miami (FL); 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 executive relationships, coordinating holistic wealth, tax, estate, and financial planning tied to executive compensation programs.

The role partners with advisors across investment management, credit, banking, and trust teams to deliver tailored solutions while managing high-net-worth relationships and complex planning scenarios.

Qualifications

• Minimum 7 years of planning-related work experience desired.
• JD, CPA, or CFP desired.
• LLM, MST, MBA (or in progress) a plus.
• Advanced knowledge of income taxation, stock options, investments, and cash flow modeling.
• Familiarity with trust and estate planning and executive compensation planning.

Responsibilities

• Serves as the primary point of contact and planning lead for executives 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 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.
• Builds trusted relationships with executives and their existing advisors, ensuring a collaborative approach that complements existing relationships and enhances 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 planning, financial planning, and executive compensation regulations, assessing their impact on executives and planning strategies.
• Maintains an exceptional client experience while adhering to 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

Word, Excel, and PowerPoint

Education

High School Diploma / GED / Secondary School or equivalent

JD

CPA

CFP

LLM

MST

MBA (or in progress)

Tools

WealthMaster

Job description

Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executive relationships, coordinating holistic wealth, tax, estate, and financial planning tied to executive compensation programs.

The role partners with advisors across investment management, credit, banking, and trust teams to deliver tailored solutions while managing high-net-worth relationships and complex planning scenarios.