Business Development & Planning Executive - FC Channel

Bank of America•Charlotte, NC
•Onsite

About The Position

At Bank of America, the Business Development & Planning Executive helps define and advance Financial Center Channel strategies focused on growth, efficiency, and business performance, with primary responsibility for the Financial Center inbound calling strategy. The role establishes how inbound calling capabilities can deepen client relationships, create growth opportunities, optimize teammate capacity, and improve the client experience. It identifies and prioritizes opportunities, sets strategic direction, and translates opportunities into clear business strategies. The executive partners with Financial Center leadership, Consumer, Technology, Operations, and enterprise functions to align priorities, influence decisions, and deliver measurable outcomes. The position is responsible for improving product-line profitability, developing strategic marketing direction, defining product objectives, establishing and managing pricing, and integrating the business with partners and the general bank. It also provides strategic direction and oversight across complex initiatives and evaluates performance against defined measures to refine strategy and priorities. The role may include responsibility for managing associates. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate well-being. The company is committed to an in-office culture, with role-specific flexibility based on responsibilities and business needs. The listed locations are in Pennington, New Jersey, and New York, New York. The position is first shift and 40 hours per week.

Requirements

  • 8+ years of experience in business strategy, strategic planning, business transformation, program leadership, or related disciplines.
  • 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.
  • 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.
  • 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 the ability to simplify complex issues, articulate a clear point of view, and influence action.
  • Strong relationship-management skills and 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, including its vision, priorities, capabilities, and roadmap.
  • Identify opportunities to expand and optimize inbound calling using client demand, business performance, teammate capacity, and operational insights.
  • Develop strategies focused on Financial Center growth, efficiency, capacity creation, simplification, and business performance.
  • Identify and prioritize business opportunities using data, insights, field feedback, and performance information.
  • Translate strategic priorities into objectives, roadmaps, business requirements, and measures of success for execution with the Business Strategy & Initiatives team and partners.
  • Develop strategic recommendations and executive-level business cases that quantify opportunities, value, investment, trade-offs, and expected outcomes.
  • Partner with senior leaders and enterprise stakeholders to build alignment, establish priorities, and drive business decisions.
  • Provide strategic direction and oversight across complex initiatives, identifying interdependencies, risks, barriers, and opportunities.
  • Develop executive communications, analyses, and strategic updates to support decision-making and accountability.
  • Evaluate performance against KPIs and business outcomes, using results to refine strategy and priorities.
  • If managing associates, champion inclusion, process and data improvements, enterprise communication, risk management, coaching, financial stewardship, talent development, and business outcomes.

Benefits

  • Paid time off
  • Industry-leading benefits
  • Access to resources and support for employees
  • Eligible to participate in the annual discretionary incentive plan
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