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Bank of America Client Strategy & Insights - Business Strategy & Initiative Manager in Boston, Massachusetts

Client Strategy & Insights - Business Strategy & Initiative Manager

Raleigh, North Carolina;Dallas, Texas; New York, New York; Boston, Massachusetts; Los Angeles, California; Charlotte, North Carolina; Jacksonville, Florida; Chicago, Illinois

Job Description:

This role will be responsible for:

  • Becoming single point of contact for Retail, Preferred, and Small Business client-level perspectives, supporting the development of day-to-day dashboards and insights in partnership with analytics

  • Developing and maintaining expert-level understanding of client metrics and trends, leveraging both internal and external data to position the Consumer organization as the authority on consumer behavior

  • Establishing client research hypotheses and developing client research reports and regular client insight snippets

  • Driving overall client segmentation strategy across Consumer and Small Business

Primary responsibilities:

  • Leverage Data and the Analytics team to ensure inclusive access and availability of client data across products, services, channels

  • Summarize findings to expand understanding of trends, derive hypotheses, and test insights

  • Own data and insight requirements to drive business results, champion data integrity and issue management partnering with centralized analytics on delivery

  • Make recommendations to improve overall business performance and client experience based on both internal and external data, as well as BAC strategy and positioning

  • Drive day-to-day dash-boarding and insights in partnership with analytics

  • Prepare monthly reports/newsletters around client insights leveraging all internal and external client data, highlighting key trends, changes, and other relevant data in partnership with analytics

  • Partner closely with analytics/research organization and Strategy function to drive actionable insights and communicate them to the business

Required skills:

  • 7 years of experience within the financial industry

  • Excellent analytical, problem-solving, and communication skills with the ability to summarize and interpret large amounts of data and translate into meaningful insight

  • Experience building strong partnerships with Analytics partners

  • Experience developing and facilitating presentations utilizing tools such as PowerPoint and Tableau

  • Excellent presentation, verbal and written communication skills, highly organized, and strong attention to detail

  • Ability to manage multiple projects simultaneously, including ability to organize and prioritize schedule to meet tight deadlines

  • Ability to communicate insights, implications and actionable recommendations effectiveness to senior stakeholders

  • Bachelor’s Degree, Master’s Degree preferred or equivalent experience in Finance, Mathematics/Statistics, Economics or Computer Science

  • Demonstrated sense of personal and team accountability

  • Ability to operate effectively in a matrixed organization

  • Ability to work both independently and in a team-oriented collaborative environment

  • High customer orientation with the ability to build consensus

Desired skills:

  • Subject matter knowledge of Consumer & Small Business strategy and organization

Job Band:

H4

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

This role will be responsible for:

  • Becoming single point of contact for Retail, Preferred, and Small Business client-level perspectives, supporting the development of day-to-day dashboards and insights in partnership with analytics

  • Developing and maintaining expert-level understanding of client metrics and trends, leveraging both internal and external data to position the Consumer organization as the authority on consumer behavior

  • Establishing client research hypotheses and developing client research reports and regular client insight snippets

  • Driving overall client segmentation strategy across Consumer and Small Business

Primary responsibilities:

  • Leverage Data and the Analytics team to ensure inclusive access and availability of client data across products, services, channels

  • Summarize findings to expand understanding of trends, derive hypotheses, and test insights

  • Own data and insight requirements to drive business results, champion data integrity and issue management partnering with centralized analytics on delivery

  • Make recommendations to improve overall business performance and client experience based on both internal and external data, as well as BAC strategy and positioning

  • Drive day-to-day dash-boarding and insights in partnership with analytics

  • Prepare monthly reports/newsletters around client insights leveraging all internal and external client data, highlighting key trends, changes, and other relevant data in partnership with analytics

  • Partner closely with analytics/research organization and Strategy function to drive actionable insights and communicate them to the business

Required skills:

  • 7 years of experience within the financial industry

  • Excellent analytical, problem-solving, and communication skills with the ability to summarize and interpret large amounts of data and translate into meaningful insight

  • Experience building strong partnerships with Analytics partners

  • Experience developing and facilitating presentations utilizing tools such as PowerPoint and Tableau

  • Excellent presentation, verbal and written communication skills, highly organized, and strong attention to detail

  • Ability to manage multiple projects simultaneously, including ability to organize and prioritize schedule to meet tight deadlines

  • Ability to communicate insights, implications and actionable recommendations effectiveness to senior stakeholders

  • Bachelor’s Degree, Master’s Degree preferred or equivalent experience in Finance, Mathematics/Statistics, Economics or Computer Science

  • Demonstrated sense of personal and team accountability

  • Ability to operate effectively in a matrixed organization

  • Ability to work both independently and in a team-oriented collaborative environment

  • High customer orientation with the ability to build consensus

Desired skills:

  • Subject matter knowledge of Consumer & Small Business strategy and organization

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-22027140

Band: H4

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

April Powell

Referral Bonus:

0

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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