Business Strategy and Initiative Manager

Bank of America

. Advance strategic initiatives enhancing the associate experience through the Client Engagement Workstation and next-generation AI capabilities .

Posted 9/23/2026full-timeUnited StatesSeniorLead💰 $96,900 - $173,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in defining and executing AI strategies within Private Banking, focusing on enhancing associate experiences and driving platform modernization. Proficient in translating business needs into scalable technology solutions while managing multiple priorities and fostering collaboration across teams.

Highest-signal resume keywords

AI Strategy DevelopmentPrivate Banking ExperienceProject ManagementAgile MethodologyArtificial Intelligence Solutions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Artificial IntelligenceMachine LearningGenerative AIData IntegrationBusiness Process EvaluationUser Story CreationTesting and ValidationWorkflow AutomationFinancial Services ExperienceData Analytics

Soft Skills

Organizational SkillsAnalytical SkillsProblem-Solving SkillsCollaboration SkillsCommunication Skills

Tools & Technologies

Microsoft OfficeJIRACEWSharePointVisio

Industry Keywords

Private BankingWealth ManagementDigital TransformationFinancial ServicesRegulated Financial Services

About the role

Key responsibilities & impact

Advance strategic initiatives enhancing the associate experience through the Client Engagement Workstation and next-generation AI capabilities
Define and execute the Private Bank's AI strategy and roadmap
Plan, deliver, and evolve the AI Wealth Assistant
Shape the vision for AI-enabled associate experiences and identify high-value use cases
Prioritize capabilities and manage the AI ideation pipeline
Evaluate business processes and data requirements to identify opportunities for artificial intelligence and emerging technologies
Establish a multi-year roadmap aligning business priorities, platform investments, and AI innovation
Translate strategic objectives into business requirements, user stories, and scalable solutions
Support initiatives through design, testing, implementation, adoption, and continuous improvement
Drive platform modernization, AI-enabled workflow automation, and enterprise data integration
Create and manage JIRA user stories, requirements, acceptance criteria, and testing outcomes
Lead testing, issue resolution, validation, UAT, training, communications, and post-implementation activities
Partner with business stakeholders, product owners, technology teams, and development teams
Monitor project progress, risks, and dependencies and drive timely resolution
Contribute to platform enhancements improving associate productivity, client engagement, and business outcomes

Requirements

What you’ll need

Strong understanding of Private Bank platforms, processes, and associate workflows
Bachelor's degree required; advanced degree preferred
10+ years of financial services experience, preferably within Private Banking, Wealth Management, Digital Transformation, Product Management, or data and analytics-focused roles
Familiarity with artificial intelligence, machine learning, generative AI, or intelligent automation solutions in financial services platforms
Ability to manage multiple priorities in a self-directed, proactive manner
Strong organizational, analytical, problem-solving, and prioritization skills
Excellent verbal, written, and presentation skills
Strong collaboration and relationship management skills
Advanced proficiency in Microsoft Office, including Excel, PowerPoint, Visio, and SharePoint
Ability to translate business needs into platform capabilities and technology solutions
Experience with CEW or other advisor/associate-facing wealth management platforms preferred
Project management experience preferred
Experience with Agile delivery teams, product owners, and technology partners preferred
Knowledge and practical application of emerging AI capabilities preferred
Experience implementing AI-enabled solutions in regulated financial services preferred
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Industry-leading benefits
Paid time off
Resources and support for employees
In-office culture with role-specific flexibility