Portfolio Manager - Microsoft 365 AI, Security and Compliance

Bank of America • Charlotte, NY

4d • Onsite

About The Position

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! Job Description: This job is responsible for maximizing the value for one or more products. Key responsibilities include working with stakeholders to understand their needs, and with product owners or specialists to ensure they are aligning on priorities. Job expectations include ensuring delivery of products that meet client expectations, including features, security, availability, resiliency, timelines and costs.

Requirements

• Financial Management
• Influence
• Solution Delivery
• Process
• Stakeholder Management
• Technical Strategy Development
• Agile Practices
• Analytical Thinking
• Collaboration
• Result Orientation
• Risk Management
• Business Acumen
• Business Case Analysis
• Data Management
• Solution Design
• Vendor Management
• 7–10 years in product or program management within enterprise technology or SaaS platforms.
• 5+ years working with M365 services at scale.
• 5+ years working with M365 compliance and security products at scale.
• 3+ years AI experience (inclusive of experience with Bank’s AI and Model Governance policies and experience bringing models to production through Bank processes)
• Technical Fluency: Strong understanding of AI capabilities inclusive of Copilot integrations.
• Strong understanding of Microsoft Purview modules and capabilities (DLP, retention/holds, eDiscovery).
• Strong understanding of Microsoft 365, Azure, Defender for Office 365, and security and compliance ecosystems.
• Knowledge of Microsoft Entra ID (formerly Azure AD), Conditional Access, modern auth/OAuth.
• Product Skills: Road mapping, backlog management, stakeholder engagement, data-driven decision-making.
• Excellent communication - capable of executive briefings and clear end-user messaging.
• SaaS

Responsibilities

• Generates the vision and roadmap for the program based on customer requirements, industry trends, regulations, and the strategic direction for the business or technology domain
• Communicates the program vision and roadmap to stakeholders, product owners and the teams
• Oversees the budget(s) for one or more products by working closely with finance partners on both personnel and non-personnel expenses
• Provides input into defining business capabilities and aligning them to products or creating new products to support them
• Ensures product availability by partnering closely with demand and capacity teammates
• Develops business cases for new products and additional features for existing products
• Partners with the product owners and the teams to ensure that optimum value is obtained through technology and subject-matter expertise and understanding of the business and industry trends
• Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
• Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
• Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
• Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
• Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
• Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
• Assesses talent and builds bench strength for roles across the organization.
• Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
• Define and maintain the target-state vision and multi-quarter roadmap for M365 Copilot (feature introduction, model governance, integration with M365 ecosystem, controls).
• Define and maintain the target-state vision and multi-quarter roadmap for Microsoft Purview and other security/compliance solutions for M365 (classify, protect, and govern data).
• Prioritize features, controls, and improvements based on business value, risk, regulatory obligations, and user feedback.
• Lead business cases and investment proposals; manage objectives and key results aligned to service outcomes, regulatory obligations, and industry standards.
• Partner with Security, Legal, Compliance, and Risk to translate regulatory requirements (e.g., retention, litigation hold, eDiscovery) into product capabilities and policies.
• Establish and oversee routines to continuously test new AI features, develop monitoring plans, calibrate AI performance results, and update appropriate documentation.
• Establish and oversee governance standards for access, reporting, alerting, and actioning of compliance and security triggers.
• Run product councils and communicate roadmap, changes, and service posture to executives, business units and control partners.
• Drive implementation of M365 Copilot features and controls (inclusive of new/updated LLMs).
• Drive implementation of Microsoft Purview features and controls (DLP, sensitivity labeling, insider risk, information barriers, Data Security Posture Management).
• Own change management: release planning, pilot/rollout strategy, comms, training, and adoption.
• Own model governance processes (testing/validation, model documentation, model risk management activities).
• Coordinate with engineering timely and high-quality delivery of features.
• Ensure durable configurations for Defender for Office 365.
• Oversee control requirements for M365 Copilot inclusive of any regulatory retention, legal hold, and supervisory needs as well as monitoring/response requirements from GIS and employee relations.
• Oversee Purview-aligned controls across the Microsoft Suite: DLP, Retention/Litigation Hold, eDiscovery, Sensitivity labels, Information Protection, Insider Risk, DSPM and audit readiness.
• Monitor risk signals and drive remediation backlogs.
• Champion user experience across M365 Copilot capabilities (Windows, Mac, web, mobile) and integrations (Microsoft Office, Exchange, Teams, SharePoint, Copilot Studio, etc…)
• Define service KPIs and operational SLOs
• Sponsor automation for provisioning, configuration baselines, drift detection, reporting.
• Stay current on regulatory changes and data protection standards across industries.
• Ensure features support data classification, data lifecycle management, insider risk, records management, information protection, and compliance reporting.
• Promote responsible AI principles and privacy‑by‑design approaches across the product.

Benefits

• This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
• This role is currently benefits eligible.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees