Family Office Strategist – Managing Director

Bank of America

Family Office Strategist at Bank of America responsible for expanding Family Office business among ultra-high-net-worth families. Providing expertise in governance, investments, and multigenerational wealth planning.

Posted 7/22/2026full-timeChicago • Illinois, New York • 🇺🇸 United StatesLead💰 $209,000 - $327,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Family Office governance, operations, and investment management, with a strong focus on business development and relationship management. Capable of driving growth through strategic opportunity identification and delivering integrated solutions for ultra-high-net-worth clients.

Highest-signal resume keywords

Family Office GovernanceBusiness DevelopmentInvestment ManagementRelationship ManagementConsultative Sales

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Family Office StructuresOperating ModelsWealth Structuring SolutionsAlternative InvestmentsPrivate MarketsTreasury InfrastructureOperational EffectivenessGenerational TransitionsMarket Share ExpansionStrategic Capital

Soft Skills

Exceptional CommunicationExecutive PresenceRelationship BuildingSelf-MotivatedCollaborative

Certifications & Qualifications

Series 7Series 63Series 65Series 66

Industry Keywords

Ultra-High-Net-WorthFamily Office SegmentComplex Wealth ManagementInvestment TrendsClient RelationshipsPhilanthropic SolutionsCreditGlobal MarketsTrust and Estate PlanningPrivate Bank

About the role

Key responsibilities & impact

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

What you’ll need

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.
Series 7, 63, 65, 66 preferred.

Benefits

Comp & perks

industry-leading benefits
access to paid time off
resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.