Business Strategy & Initiative Manager - Client Data Strategy and Support

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!

Job Description:
This job is responsible for supporting the development and execution of strategic initiatives and/or processes aligned to priorities within a functional area and/or business. Key responsibilities include defining, developing, executing, monitoring, and/or refining strategic initiatives and processes in close collaboration with key stakeholders and internal partners.

This role within the Private Bank Platforms, Transformation & Enablement team acts as the subject matter expert for client data, responsible for driving data quality, consistency, and usability across the enterprise. The position leads and supports client data initiatives by ensuring the accuracy, completeness, and visibility of client and account information, while partnering with business, technology, and regulatory teams to evaluate processes, resolve cross-line-of-business issues, and mitigate impacts through testing. Additionally, the role provides strategic guidance on enterprise programs, reporting, and data access, and is accountable for managing and resolving production data issues to support informed decision-making and an enhanced client experience.

Responsibilities:

• Builds and/or executes business initiatives and/or processes, while partnering with stakeholders and partners
• Solves complex problems and delivers on business initiatives and processes by applying subject matter expertise and technical knowledge of the business
• Engages with key stakeholders, partners, and business leadership to deliver on business objectives
• Performs analytics, assessments, and/or interpretation of data and/or information to identify business opportunities, derive insights, and measure outcomes
• Develops strategic and tactical plans to drive progress towards business goals and objectives

Desired Skills:

• Bachelor’s degree highly preferred; advanced degree strongly desired.
• Extensive experience in financial services, with a strong track record delivering data-driven insights, process optimization, and strategic initiatives across complex organizations.
• Deep expertise in Private Bank client lifecycle or strong command of enterprise data processes, including data lineage, governance, and cross-platform/LOB integration.
• Highly detail-oriented with the ability to manage multiple priorities in a proactive, self-directed manner.
• Strong organizational and problem-solving skills, with demonstrated ability to prioritize effectively, manage complexity, and deliver results within deadlines.
• Intellectual curiosity and commitment to accuracy, with the ability to research issues, identify root causes, and recognize patterns.
• Proven project management experience, including defining requirements, structuring workstreams, and driving execution.
• Excellent communication and presentation skills, with strong collaboration and teamwork capabilities.
• Advanced technical proficiency in Microsoft Excel, Access, VBA, Visio, PowerPoint, SharePoint, and SQL

Skills:

• Business Acumen
• Critical Thinking
• Customer and Client Focus
• Result Orientation
• Analytical Thinking
• Collaboration
• Oral Communications
• Stakeholder Management
• Adaptability
• Innovative Thinking
• Planning
• Prioritization

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Florham Park - 500 Campus Dr - Morristown (NJ6520), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$96,900.00 - $173,400.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide 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.