Senior Executive Wealth Strategist

Bank of America; New York (NY); On-site; USD 177,000 - 300,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America is seeking an Executive Wealth Strategist to lead corporate-sponsored wealth planning for senior executives, translating company compensation and programs into tailored financial guidance. You will build trusted relationships with executives and coordinate delivery with advisors and specialists.

In this role you will combine technical planning expertise with company-specific insights to maximize opportunities, navigate complex tax and estate considerations, and ensure compliant,

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 income taxation, stock options, insurance, investments and cash flow modeling.
• Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.
• Advanced understanding of CRTs, CLTS, GRATs, QPRTs.

Responsibilities

• Serve 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 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, equity compensation, retirement planning, tax planning, cash flow modeling, business succession, and philanthropic planning.
• Identifies planning opportunities and develops strategies that maximize the value of company-sponsored compensation and benefits within the broader wealth plan.
• Builds trusted relationships with executives and their existing advisors to ensure a collaborative client experience.
• Educates executives on complex financial concepts through personalized consultations and ongoing guidance.

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

PowerPoint

WealthMaster

Education

High School Diploma / GED / Secondary School or equivalent

JD, CPA, or CFP desirable

Tools

WealthMaster

Word

Excel

PowerPoint

Job description

Bank of America is seeking an Executive Wealth Strategist to lead corporate-sponsored wealth planning for senior executives, translating company compensation and programs into tailored financial guidance. You will build trusted relationships with executives and coordinate delivery with advisors and specialists.

In this role you will combine technical planning expertise with company-specific insights to maximize opportunities, navigate complex tax and estate considerations, and ensure compliant,