Business Strategy & Intelligence Manager

This job is responsible for leading and managing strategy formulation, initiatives, and insights for Client Outreach Initiatives within Consumer Investments.

This role will support Line of Business partners in leading and driving strategy and integrating delivery to ensure growth objectives are achieved. Drive decision, process changes and investments, based on complex market insights and business strategy. May manage and develop junior associates in an inclusive environment.

Responsibilities:

• Managing the execution of client outreach strategy formulation, initiatives, and insights for consumer investments sales roles
• Supporting LOB partners in driving strategy and integrating delivery to ensure growth objectives are achieved with operational excellence at the forefront
• Driving decisions and process improvements based on business strategies
• Developing and implementing business strategies
• Serve as the central point of coordination for strategic initiative prioritization across business initiative portfolios
• Drive program execution through established management routines, including stakeholder alignment, governance forums, and status reporting with Digital, Strategy, and line-of-business partners.
• Develop and deliver executive-level communications, presentations, and strategic updates for senior leadership.
• Act as the primary liaison for technology-related program activities, providing leadership on project updates, dependencies, and issue resolution.
• Monitor program and project health, proactively identifying risks, issues, and opportunities while delivering regular stakeholder reporting and insights.
• Foster a collaborative, high-performing culture that strengthens cross-functional partnerships and enterprise-wide alignment.
• Lead complex strategic initiatives and transformation efforts, defining objectives, execution plans, milestones, success metrics, and measurable business outcomes.
• 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.
• Engage with senior leaders and executive stakeholders to influence priorities, gain alignment, and support strategic decision making.
• Mentor and support development of Customer Segment Consultant I team members
• Guides the strategic direction of enterprise-wide initiatives to drive transformation and performance across business segments
• Provides strategic guidance to senior managers and engage executive stakeholders to align priorities and ensure successful program execution
• Fosters collaboration across product, channel, and operations teams to ensure integrated and cohesive delivery of initiatives
• Ensures governance frameworks are followed and deliver measurable outcomes through disciplined execution and performance tracking
• Drives innovation and lead change initiatives that enhance enterprise capabilities and support continuous improvement

• Minimum 5+ years overall professional experience in a corporate development or strategy group of a leading financial services firm, management consulting firm, investment bank or private equity firm
• Minimum 3 years leadership experience in consumer investments
• Customer Management Center Platform Experience
• Experience with May I Call functionality
• Experience creating, analyzing and interpreting data
• Experience developing and implementing growth strategies
• Prior Client Facing experience in sales role capacity
• Experience with Analytics Studios Tableau
• Ability to translate data into business insights
• Proven executive presence, horizontal and strategic thinker with the ability to influence effectively at all levels within the organization.
• Proven experience in business strategy, program management, or strategic initiatives with demonstrated tangible results
• Demonstrates a good sense of judgment, knows when to escalate and how to manage expectations.
• Program and/or strategic initiative leadership experience with a demonstrated ability to manage multiple priorities simultaneously.
• Strong financial acumen with the ability to leverage expertise, influence stakeholders, and drive business outcomes.
• Demonstrated ability to lead through ambiguity, independently establish priorities, and drive results with limited direction.
• Proven ability to build strong partnerships and influence across a highly matrixed organization.
• Experience developing executive-level presentations, business cases, and strategic recommendations.
• Exceptional written and verbal communication skills, including the ability to tailor messaging and influence senior leaders.
• Excellent organization, planning, and program management skills.
• Exceptional proficiency in Microsoft PowerPoint, Excel, and the Microsoft Office suite.

Desired:

• Bachelors degree or equivalent work experience

Skills:

• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Prioritization
• Risk Management
• Active Listening
• Coaching
• Collaboration
• Performance Management
• Planning
• Change Management
• Process Mapping
• Project Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent, Business Case, Business Development, Business Intelligence, Business Strategy, Business Support, Career Development, Change Management, Coaching, Communication Skills, Consulting, Continuous Improvement, Corporate Planning, Cross-Functional, Customer Relations, Customer/Client Research, Data Analysis, Decision Support, Detail Oriented, Develop and Maintain Customers, Establish Priorities, Financial Services, Identify Issues, Investment Services, Leadership, Management Consulting, Market Segmentation, Matrix Management, Mentoring, Metrics, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Military, Multitasking, Performance Analysis, Performance Management, Presentation/Verbal Skills, Private Banking, Problem Solving Skills, Process Improvement, Project Tracking, Project/Program Management, Risk Analysis, Risk Management, Sales, Strategic Planning, Tableau, Talent Management, Team Player, Writing Skills

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!