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About the Role

The Family Office Strategist is a senior specialist responsible for expanding and deepening the Private Bank's Family Office business among ultra-high-net-worth families. This role combines advisory expertise with a strong commercial orientation to help clients address complex needs and position Bank of America's capabilities.

Responsibilities

• 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.
• 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 effectively 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.

Requirements

• 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.

Skills

• Family Office structures
• Governance
• Operations
• Investments
• Strategic capital solutions
• Multigenerational wealth planning
• Advisory expertise
• Commercial orientation
• Thought leadership
• Strategic consultation
• Enterprise connectivity
• Family dynamics
• Client needs assessment
• Organizational navigation
• Resource mobilization
• Business development
• Consultative sales
• Relationship management
• Communication
• Executive presence

Location

• US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Work Type

• Full-time
• Hybrid

Experience Level

• Senior

Education Level

• High School Diploma / GED / Secondary School or equivalent

Salary/Compensations

• $209,000.00 - $327,900.00 annualized salary

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support

About the Company

• 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.
• 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.
• 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.

Equal Opportunity

• We’re devoted to being a diverse and inclusive workplace for everyone.