Family Office Strategist- Managing Director

Family Office Strategist
- Managing Director

Chicago, Illinois;

New York, New York

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** Bank of America employees are required to meet all*
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* ** prior to applying for any new position.*
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** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge ( )

** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge ( )

*
* Job Description:

*
* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

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* About the Role:

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* The Family Office Strategist ("FO Strategist") is a senior specialist responsible for expanding and deepening the Private Bank's Family Office business among ultra-high-net-worth families. Embedded within the Private Bank coverage model, the FO Strategist brings deep expertise across family office structures, governance, operations, investments, strategic capital solutions, and multigenerational wealth planning to help clients address increasingly complex needs.

The role combines advisory expertise with a strong commercial orientation, helping identify opportunities, accelerate relationship growth, and position the full capabilities of Bank of America on behalf of some of the firm's most sophisticated clients. Through thought leadership, strategic consultation, and enterprise connectivity, the FO Strategist helps deliver an institutional-quality Family Office experience that differentiates the Private Bank in the $100M+ wealth segment.

Success in this role requires the ability to navigate complex family dynamics, uncover emerging client needs, influence across a highly matrixed organization, and connect clients to the broad resources of Bank of America, including investments, private markets, strategic banking and lending solutions, treasury capabilities, family governance resources, and next-generation engagement programs

** FO Strategist Responsibilities:*
* ** Family Office Advisory and Expertise*
* + Serve as the firm's Family Office specialist, providing guidance on family office structures, governance, operating models, and best practices.

+ Lead sophisticated discussions with clients, family members, and professional advisors regarding the evolving needs of complex family enterprises.

+ Deliver thought leadership and education on issues impacting Family Offices, including organizational design, generational transitions, investment trends, and operational effectiveness.

Business Development and Growth

+ Drive growth of the Family Office business by identifying opportunities across existing and prospective client relationships.

+ Expand market share within the ultra-high-net-worth and Family Office segment through proactive opportunity identification and strategic relationship development.

+ Increase penetration of key solutions, including alternative investments, private markets, strategic capital, treasury, and banking capabilities.

Enterprise Connectivity

+ Serve as a central point of coordination across the broader Bank of America platform to deliver integrated solutions for Family Office clients.

+ Facilitate collaboration with partners across Investments, Credit, Treasury, Global Markets, Global Commercial Banking, Global Corporate & Investment Banking, Trust and Estate Planning, and Philanthropic Solutions.

+ Ensure clients can effectively access the full breadth of enterprise capabilities through a coordinated and seamless experience.

** Multigenerational and Family Leadership Engagement*
* + Engage current and future family leaders through educational programs, governance discussions, and relationship-building initiatives.

+ Support families navigating generational transitions and evolving leadership dynamics.

+ Advance strategies designed to strengthen long-term retention, connectivity, and growth across multiple generations.

Family Office Platform and Strategic Initiatives

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