WM Operations Strategy & Transformation – Process Design Consultant

Bank of America

. Analyze processes and document business case opportunities .

Posted 9/15/2026full-timePennington • Florida • United StatesMid-LevelSenior💰 $112,500 - $156,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in process design, strategic planning, and advanced data analytics to drive operational excellence and transformation initiatives. Proficient in stakeholder management and effective communication, with a focus on delivering structured solutions and continuous improvement.

Highest-signal resume keywords

Process Design ExperienceStrategic PlanningAdvanced Data AnalyticsSix Sigma Black / Green Belt CertificationProcess Mapping and Modeling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Process DesignData AnalyticsProcess MappingBusiness Case DevelopmentChange ManagementRisk AssessmentControl PlansContinuous Process ImprovementCost Efficiency OptimizationQuality Improvement

Soft Skills

Stakeholder ManagementExecutive PresenceCritical ThinkingMentoringStorytelling

Tools & Technologies

VisioExcelData Visualization Tools

Certifications & Qualifications

Six Sigma Black BeltSix Sigma Green Belt

Industry Keywords

Wealth ManagementFinancial ServicesOperational ExcellenceBusiness Model InnovationProcess Engineering

About the role

Key responsibilities & impact

Analyze processes and document business case opportunities
Implement process improvement and transformation initiatives supporting Operational Excellence
Execute change initiatives to improve cost efficiency, quality, productivity, risk mitigation, and controls
Work with business leaders, subject matter experts, Line of Business partners, and integrated business and technology teams
Implement moderately complex solutions addressing issues and risks, optimizing efficiency, reducing variability, and improving controls, quality, and sustainability
Establish and implement continuous process improvement models using process engineering best practices and reusable technology solutions
Apply analytics and critical thinking to solve complex business problems and create structured, design-oriented solutions
Lead enterprise change management deliverables, including project charters, SIPOC, RACI process maps, risk assessments, and control plans
Lead strategic initiatives spanning multiple Lines of Business and enterprise-wide transformation
Evaluate current-state processes, organizational structures, and technologies to identify improvement opportunities
Identify risks and obstacles and propose mitigation strategies
Use advanced data analytics and visualization tools to develop target-state solutions
Build and present business cases to senior leadership
Mentor and coach junior process designers
Engage executive stakeholders regarding analysis, status, and strategic recommendations

Requirements

What you’ll need

3+ years of process design experience including process, organization, and technology
3+ years of strategic planning, business model innovation, and business case development
Advanced analytical and critical thinking skills with experience in data-driven decision making
Strong executive presence and stakeholder management skills
Advanced process mapping and modeling skills using tools such as Visio
Expertise in written and verbal storytelling and presentation
Comfortable navigating new situations and an avid learner
Skilled at managing high degrees of complexity
Six Sigma Black / Green Belt certification desired
Advanced Excel and data visualization skills desired
Experience managing or supporting operations in Wealth Management and Financial Services desired
Must work first shift in the United States of America, 40 hours per week

Benefits

Comp & perks

Inclusive workplace culture and career development opportunities
Support for physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits
Opportunities to learn, grow, and make an impact
Annual discretionary incentive award based on individual, line of business/group, and company performance
Paid time off
Employee resources and support