Customer Segment Consultant II

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Enterprise Job Description:

This role will be responsible for leading strategic initiatives and cross-functional transformation efforts that impact the Consumer Investments, Employee Banking & Investments, and SCCS lines of business. Initiatives span strategic direction, digital and platform capabilities, client experience, associate experience, operating model design, and process transformation.

Key responsibilities include developing strategic recommendations, building business cases, driving process improvement and transformation efforts, managing risk across workstreams, and ensuring alignment across product, channel, and operations teams. The role will serve as the primary owner of assigned initiatives, establishing direction, governance, execution plans, and stakeholder engagement strategies while delivering measurable business outcomes.

Success in this role requires the ability to build alignment, influence decisions, and drive outcomes across multiple lines of business and functional partner and stakeholder groups. The ideal candidate will demonstrate a strong combination of strategic thinking, business acumen, and program leadership skills, with the ability to influence stakeholders, align priorities, and deliver results in fast-paced and evolving environments.

The role requires strong partnerships across Consumer Investments and collaboration with partners across Consumer, Small Business, Consumer Lending, GWIM, and other lines of business.

Responsibilities

• Lead complex strategic initiatives and transformation efforts, defining objectives, execution plans, milestones, success metrics, and measurable business outcomes.
• Serve as the primary owner of assigned initiatives, driving progress from concept through execution and implementation.
• Operate autonomously to identify opportunities, define approaches, remove obstacles, and advance work in environments with evolving priorities and limited structure.
• Develop strategic recommendations and executive-level business cases to support key business decisions and investments.
• Provide oversight and direction for multiple workstreams within enterprise initiatives, ensuring alignment with business strategy and transformation goals.
• Drive alignment across product, channel, operations, and support organizations to ensure integrated delivery and successful execution.
• Establish governance routines and stakeholder engagement strategies that drive progress while promoting decision-making, accountability, and transparency.
• Engage with senior leaders and executive stakeholders to influence priorities, gain alignment, and support strategic decision making.
• Identify and proactively manage risks, dependencies, and execution challenges across initiatives.
• Monitor and communicate initiative performance through ongoing reporting, governance, and executive communications.
• Mentor and support the development of Customer Segment Consultant I team members.

Required Qualifications

• Program and/or strategic initiative leadership experience with a demonstrated ability to manage multiple priorities simultaneously.
• Strong business acumen with the ability to leverage expertise, influence stakeholders, and drive business outcomes.
• Working knowledge of Consumer Inve