Business Strategy and Initiative Manager

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This role is part of the Private Bank Platforms, Transformation, and Enablement team and is responsible for advancing strategic initiatives that enhance the associate experience through the Client Engagement Workstation (CEW) and next‑generation AI capabilities. The position plays a key role in defining and executing the Private Bank's AI strategy and roadmap, with responsibility for the planning, delivery, and ongoing evolution of the AI Wealth Assistant.

The individual will also help shape the future vision for AI‑enabled associate experiences, identify high‑value use cases, prioritize capabilities, and manage the pipeline of ideas. Working closely with business, product, data, and technology partners, the role will evaluate business processes and data requirements, and identify opportunities where artificial intelligence and emerging technologies can create measurable business value. This includes helping establish a multi‑year roadmap that aligns business priorities, platform investments, and AI innovation across the Private Bank.

The individual will translate strategic objectives into detailed business requirements, user stories, and scalable solutions while supporting initiatives through design, testing, implementation, adoption, and continuous improvement. Partnering across cross‑functional teams, the role will help drive platform modernization, AI‑enabled workflow automation, and the integration of enterprise data, insights, and capabilities within a unified associate experience. Success in this role requires strong analytical and problem‑solving skills, a deep understanding of Private Bank processes and data, and the ability to bridge business and technology teams to deliver innovative capabilities that improve associate effectiveness, increase operational efficiency, and accelerate the Private Bank's digital transformation agenda.

• Support key Private Bank initiatives by translating business objectives into detailed business requirements and actionable solutions.
• Help identify opportunities to leverage artificial intelligence capabilities within the Client Engagement Workstation (CEW) and related Private Bank platforms to streamline workflows and enhance the associate experience.
• Maintain the AI ideation pipeline by collecting, evaluating, prioritizing, and tracking enhancement opportunities, business needs, user feedback, and emerging use cases.
• Leverage JIRA to create, manage, and maintain user stories, requirements, acceptance criteria, and expected testing outcomes throughout the project lifecycle.
• Lead testing efforts in partnership with development teams, coordinating test planning, execution, issue resolution, and validation activities through deployment to ensure successful…