Initiative Portfolio Executive

Bank of America•Fort Worth, TX

About The Position

The Transformation Executive will lead the strategic evolution and modernization of Bank of America’s Employee Quality Review (EQR) organization, an enterprise-wide function of approximately 500–600 teammates responsible for assessing employee performance and compliance across multiple lines of business. EQR outcomes directly affect employee scorecards and performance management processes across the enterprise. The executive will design and execute a multi-year transformation strategy focused on operational excellence, process simplification, data-driven risk management, automation, artificial intelligence, workforce optimization, and technology enablement. The role partners with senior executives, business leaders, technology teams, audit, risk, and regulatory partners to improve the efficiency, scalability, consistency, and effectiveness of EQR operations. Areas of focus include AI-enabled testing, automated sample execution, risk-based testing strategies, governance improvements, and modernization of EQR’s operating model. The successful candidate will help reduce manual effort, increase the use of risk-based and AI-enabled testing, improve productivity and consistency, simplify documentation, establish sustainable workforce and capacity planning, and strengthen audit readiness, governance, and control effectiveness. The role is intended to position EQR as a modern, data-driven, technology-enabled quality organization supporting enterprise growth and risk management.

Requirements

Bachelor’s degree or above in a relevant field, including Finance, Economics, Mathematics, Computer Science, Statistics, Process or Mechanical Engineering, Operations Research, Data Science, Accounting, or Business Administration; equivalent work experience is also accepted.
10+ years of leadership experience in operations, transformation, quality assurance, compliance, risk management, testing, audit, or process improvement.
Proven experience leading large-scale organizational transformation initiatives.
Experience managing large organizations and complex operating models.
Strong executive communication and presentation skills.
Demonstrated success influencing senior leaders across multiple business functions.
Experience developing strategic roadmaps and executing enterprise-wide change initiatives.
Strong analytical, problem-solving, and decision-making capabilities.
Experience implementing process improvements and automation.
Experience leading cross-functional teams spanning business, operations, and technology organizations.

Nice To Haves

Strategic leadership and enterprise transformation leadership.
Organizational redesign and operating model development.
Executive influence and stakeholder management.
Large-scale change management.
Generative AI implementation.
Intelligent workflow automation.
AI governance and risk management.
Prompt engineering and experience with Large Language Models (LLMs).
Risk-based sampling methodologies.
Advanced analytics and predictive modeling.
Data-driven decision making.
Workforce and capacity planning.
Business intelligence tools and dashboard development.
Operational redesign and process simplification.
Continuous improvement leadership.
Testing, quality assurance, or quality engineering expertise.

Responsibilities

Develop and execute the strategic roadmap for EQR transformation and operational modernization.
Lead enterprise initiatives focused on testing simplification, standardization, and scalability.
Establish and govern transformation forums and executive steering routines.
Drive continuous improvement to reduce operational complexity and increase organizational effectiveness.
Influence senior business partners to support modernization and adoption of streamlined testing methodologies.
Develop and implement AI-enabled solutions to improve testing efficiency, quality, and coverage.
Expand AI use in complaint identification, test execution, non-English language translation, quality assurance reviews, documentation and procedure management, and risk identification and prioritization.
Lead automation initiatives to streamline sample assignment and execution across approximately 100,000 annual samples.
Establish governance, controls, and human-in-the-loop oversight for AI-enabled processes.
Rationalize procedures, Quick Reference Guides (QRGs), and supporting documentation.
Optimize use of onshore, offshore, and Global Business Services (GBS) resources.
Identify workforce efficiency opportunities through automation and process redesign.
Drive enterprise adoption and optimization of the Employee Monitoring Platform (EMP).
Lead efforts to consolidate and simplify technology solutions supporting EQR operations.
Prepare and deliver executive presentations, business reviews, and strategic updates to senior leadership.
Build partnerships with business executives, risk leaders, compliance teams, technology organizations, and testing stakeholders.
Influence business partners to support operational improvements and future-state EQR strategies.
Serve as a trusted advisor on testing strategy, operational effectiveness, and quality governance.