Business Development & Planning Executive - FC Channel

Bank of America•Tampa, FL
•$200,000 - $252,100•Onsite

About The Position

At Bank of America, this role advances the Financial Center Channel’s growth, efficiency, and business performance strategies, with primary responsibility for developing and advancing the Financial Center inbound calling strategy. The executive defines how inbound calling capabilities can deepen client relationships, create growth opportunities, optimize teammate capacity, and improve the client experience. The role identifies and prioritizes opportunities, sets strategic direction, and translates opportunities into clear business strategies, partnering across Financial Center leadership, Consumer, Technology, Operations, and enterprise functions to align priorities, influence decisions, and deliver measurable outcomes. The role is also responsible for improving product-line profitability, developing strategic marketing direction, defining product-set objectives, establishing and managing product pricing, and integrating the business with partners and the general bank. It provides strategic direction and oversight across complex initiatives and evaluates performance against KPIs and business outcomes. The position may include associate-management responsibilities, including championing inclusion, improving processes and data-driven decisions, communicating enterprise strategy, managing risk, coaching and developing people, stewarding financial resources, managing talent succession, and driving business outcomes. The role is based at the listed Bank of America locations in Pennington, New Jersey, or New York, New York. It is a first-shift role with 40 hours per week. The stated annualized salary range is $200,000 to $252,100, with offers based on experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and benefits, including paid time off.

Requirements

  • At least 8 years of experience in business strategy, strategic planning, business transformation, program leadership, or related disciplines, including demonstrated experience leading complex, enterprise-scale initiatives.
  • Deep understanding of Consumer execution, business performance, client and teammate experience, and drivers of growth and efficiency, or equivalent experience in a complex Consumer business.
  • Demonstrated ability to develop strategy and translate it into executable priorities, roadmaps, and measurable business outcomes.
  • Strong strategic and analytical thinking, including the ability to connect client demand, business performance, operational data, and capacity insights to identify opportunities and shape strategy.
  • Proven ability to influence senior executives and drive alignment and decisions across highly matrixed organizations without direct authority.
  • Experience developing executive-level business cases, strategic recommendations, and decision materials.
  • Strong business acumen and ability to evaluate value, investment, risk, execution complexity, and trade-offs when setting priorities.
  • Ability to operate with a high degree of autonomy, structure ambiguous problems, establish direction, and drive progress.
  • Exceptional executive communication skills, including simplifying complex issues, articulating a clear point of view, and influencing action.
  • Strong relationship-management skills and demonstrated success partnering across business, operations, technology, risk, and enterprise functions.
  • Bachelor’s degree in a related field or equivalent work experience.

Nice To Haves

  • Deep understanding of Financial Center execution.

Responsibilities

  • Own and advance the Financial Center inbound calling strategy, defining its vision, priorities, capabilities, and roadmap to drive growth, improve client engagement, and optimize Financial Center capacity.
  • Identify opportunities to expand and optimize inbound calling using client demand, business performance, teammate capacity, and operational insights to inform strategic direction and investment priorities.
  • Develop additional strategies focused on Financial Center growth, efficiency, capacity creation, simplification, and business performance.
  • Identify and prioritize business opportunities using data, insights, field feedback, and business performance.
  • Translate strategic priorities into objectives, roadmaps, business requirements, and measures of success for execution with the Business Strategy & Initiatives team and key partners.
  • Develop strategic recommendations and executive-level business cases that quantify opportunity, value, investment, trade-offs, and expected outcomes.
  • Partner with senior leaders and enterprise stakeholders to build alignment, establish priorities, and drive critical business decisions.
  • Provide strategic direction and oversight across complex initiatives, identifying interdependencies, risks, barriers, and opportunities to accelerate outcomes.
  • Develop executive communications, analyses, and strategic updates that enable informed decisions and clear accountability.
  • Evaluate performance against defined KPIs and business outcomes, refining strategy, redirecting priorities, and identifying additional opportunities.
  • Improve product-line profitability, develop strategic marketing direction, define objectives for the product set, establish and manage product pricing, and integrate the business with partners and the general bank.
  • If managing associates, champion inclusion; improve process efficiency and data-driven decisions; communicate enterprise strategy; oversee risk controls and escalation; coach and develop people; manage resources and profitability; support talent succession; and mobilize resources to meet client needs and business outcomes.

Benefits

  • Benefits eligible; the posting states that benefits are industry-leading and include access to paid time off, resources, and employee support.
  • Eligible to participate in the annual discretionary incentive plan, with awards based on individual performance and behaviors, line-of-business or group performance and contributions, and the Company’s overall success.
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