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Senior Family Office Strategist
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-01
Listing for:
Bank of America
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America’s Private Bank is seeking a seasoned Family Office Consultant to advise ultra-high-net-worth families on formation, governance, and multi-generational wealth strategies. The role emphasizes deep expertise in family office models, governance structures, succession planning, and organizational design across complex family enterprises.
The consultant partners with the Family Office Strategist to deliver specialized advisory services, engage with family principals and professional
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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