Family Office Strategist- Managing Director

Family Office Strategist – Role Overview

We are looking for a senior specialist to expand and deepen our Private Bank’s Family Office business among ultra–high–net–worth families. The FO Strategist will be embedded within the Private Bank coverage model and bring deep expertise across family office structures, governance, operations, investments, strategic capital solutions, and multigenerational wealth planning to help clients address increasingly complex needs.

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 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.

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.

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 access the full breadth of enterprise capabilities through a coordinated and seamless experience.

• 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.

• Promote Family Office operating capabilities, technology solutions, treasury infrastructure, and service models that improve efficiency and scalability.
• Identify emerging industry trends and client needs to inform strategic direction and platform development.
• Contribute to initiatives that enhance the Private Bank’s Family Office value proposition and competitive positioning.

• 10+ years of experience serving Family Offices, UHNW clients, institutional investors, or complex wealth management relationships.
• Deep understanding of Family Office governance, operations, investment management, credit, treasury, and wealth structuring solutions.
• Proven business development and consultative sales experience with a demonstrated ability to drive growth and influence outcomes.
• Strong commercial mindset with the ability to identify opportunities and translate client needs into integrated solutions.
• Exceptional communication, executive presence, and relationship‑management skills.
• Ability to navigate complex organizations and mobilize resources across multiple business lines.
• Demonstrated success working with sophisticated clients, family principals, and external professional advisors.
• Self‑motivated, highly collaborative, and comfortable operating in a dynamic, growth‑oriented environment.
• Series7,63,65,66 preferred.

High School Diploma / GED / Secondary School or equivalent. (For internal employees, participation in a work‑from‑home posture does not make you ineligible to post.)

Pay range: $ – $ annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible. Eligible to participate in the annual discretionary plan.

Benefits:
Employees are eligible for an annual discretionary award based on overall performance. The role is currently benefits eligible and offers industry‑leading benefits, paid time off, resources and support to make a genuine impact.

Bank of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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