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 Investments products, processes and systems. 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. Strong strategic thinking, problem-solving, and analytical skills. 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. Strong executive presence Desired Qualifications Knowledge of Consumer Investments products, client journeys, operational processes, and supporting technology platforms. Understanding of Global Wealth & Investment Management (GWIM) and/or Retirement & Personal Wealth Solutions (RPWS) business models, solutions, and processes. Experience supporting large-scale transformation, process redesign, or enterprise strategic initiatives. Demonstrated ability to create clarity, structure, and momentum in complex or ambiguous situations. Skills: Attention to Detail Change Management Oral Communications Process Management Risk Management Collaboration Customer and Client Focus Decision Making Problem Solving Result Orientation Business Analytics Process Design Process Simplification Recording/Organizing Information Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MA - Boston - 285 Huntington Ave - HUNTINGTON AVENUE BC (MA5141), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range $108,000.00 - $163,800.00 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. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - Privacy Statement -