Strategy & Planning Executive - Client Services Transformation

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:
This job is responsible for defining and influencing business strategies and driving key initiatives to enhance performance. Key responsibilities include leading reporting and analytics to deepen understanding of business economics, managing business development, and strategic planning across sub-lines. Job expectations include partnering with stakeholders to design, execute, and improve reporting and dashboards. This role places a strong emphasis on leveraging artificial intelligence (AI) to deliver exceptional client experiences and drive transformation across business lines.

Responsibilities:

• Engages with key stakeholders, partners, and business leadership to deliver on business objectives, while providing updates and executive level presentations on strategic business initiatives

• Manages working teams to ensure project deliverables are of the highest quality and are on track through each phase of the process

• Uses a customer service mindset and an ability to leverage data to manage transparently, identify risks and drive consistent delivery of LOB changes

• Oversees business case development and benefit tracking while leveraging data and analytics to communicate, monitor and sequence all LOB changes

• Uses strategic thinking and an ability to understand technology development, transformation, and change management at scale to plan all LOB changes

• Identifies potential risks and barriers to change and develops mitigation plans to ensure successful outcomes

• Manage strategic planning pillar alignment for funded and process initiatives

• Deliver quarterly insights and lead prioritization routines across segments

• Develop leadership presentations

• Partner with key stakeholders for benefit delivery

• Embraces AI-driven insights to proactively identify client needs and personalize service delivery

• Applies AI-powered analytics to enhance forecasting accuracy and optimize benefit realization

• Evaluates AI implementation risks and ensures ethical and responsible use of AI systems

• Collaborates across business, technology, product, and risk teams

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.

• Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.

• Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.

• Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.

• People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.

• Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.

• Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.

• Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client need