Preferred Business Acquisition & Enablement Strategy Consultant

Bank of America•Newport Beach, 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for leading cross-functional initiatives aligned with enterprise strategy and goals, with accountability for strategic planning, execution, and oversight. Key responsibilities include driving process transformation, developing business cases, managing risk across workstreams, and ensuring integration across product, channel, and operations teams. Job expectations include influencing decisions, maintaining stakeholder relationships, overseeing change management, and delivering outcomes through governance and performance tracking. The Preferred Business Acquisition & Enablement Strategy Consultant will lead strategic initiatives that help Preferred Business acquire new relationships, deepen existing client relationships, and strengthen the end-to-end experience for Small Business owners. The role will translate business priorities and client opportunities into scalable enablement strategies, client journeys, campaigns, tools, routines, and implementation plans. This individual will: Work across Preferred Business, Consumer, Small Business, Marketing, Product, Field Leadership, Data, Technology, Finance, Risk, and other support partners to move initiatives from concept through implementation. Independently manage multiple strategic priorities. Build stakeholder alignment and identify risks and dependencies. Ensure solutions are practical, measurable, and ready for field execution. Serve as a subject-matter resource on acquisition, demand generation, client engagement, and Preferred Business enablement. Specific Responsibilities Lead the design and execution of Preferred Business acquisition, demand-generation, onboarding, relationship-deepening, and retention initiatives. Translate client, associate, and business insights into actionable enablement strategies, implementation roadmaps, and measurable success criteria. Develop scalable client-engagement approaches across marketing, campaigns, inbound and outbound channels, banker journeys, and partner referrals. Partner with Marketing, Product, Field Leadership, Data, Technology, Risk, Finance, Communications, and other stakeholders to deliver integrated end-to-end solutions. Lead cross-functional projects from concept through implementation, including: Business-case development Requirements Governance Readiness Communications Deployment Post-launch optimization Establish clear project structures, decision routines, milestones, dependencies, risks, and stakeholder accountabilities. Use data, client insights, market opportunities, and field feedback to inform recommendations and prioritize enablement investments. Develop executive-ready presentations, recommendations, updates, and decision materials for senior leaders. Represent Preferred Business Strategy & Enablement in cross-organizational forums and influence outcomes without direct authority. Identify potential execution, operational, control, and client-experience risks and coordinate appropriate mitigation plans. Evaluate initiative performance and adoption, identify improvement opportunities, and recommend adjustments that strengthen business and client outcomes. Support the development and knowledge-sharing of other Customer Segment Consultants and enablement teammates Responsibilities: Provides oversight and direction for multiple workstreams within enterprise initiatives, ensuring alignment with overall transformation goals and business strategy Defines workstream objectives, timelines, and deliverables, and lead disciplined execution to achieve measurable outcomes. Coordinates efforts across product, channel, and operations teams to ensure seamless integration and progress across workstreams Engages with senior leaders and executive stakeholders to influence priorities, maintain governance standards, and ensure accountability Drive innovation and support change leadership by identifying opportunities for improvement and fostering a culture of continuous transformation Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Requirements

3+ years of experience in business strategy, sales enablement, client experience, acquisition, marketing enablement, project or program management, business transformation, or a related field.
Demonstrated experience translating strategic priorities into executable plans, solutions, and measurable business outcomes.
Strong project and program leadership capabilities, including management of milestones, dependencies, risks, decisions, and stakeholder expectations.
Proven ability to independently lead complex, cross-functional initiatives from concept through implementation.
Strong business acumen and understanding of how client journeys, field execution, marketing, products, technology, and operational processes work together to drive growth.
Experience using quantitative and qualitative insights to identify opportunities, develop recommendations, and influence decisions.
Proven ability to build productive relationships and influence business partners and leaders without direct authority.
Strong written, verbal, and executive communication skills, including the ability to simplify complex information and clearly articulate recommendations.
Demonstrated ability to manage multiple priorities, adapt to changing business needs, and deliver high-quality work under tight deadlines.
Experience identifying business, operational, execution, or control risks and coordinating practical mitigation strategies.
Ability to learn and apply new tools, technologies, business processes, and client-engagement approaches.
High School Diploma / GED / Secondary School or equivalent

Nice To Haves

Experience supporting Small Business, Consumer Banking, Preferred Banking, Financial Center, or relationship-managed client segments.
Knowledge of Small Business client needs, acquisition opportunities, lending, deposits, cards, client onboarding, relationship deepening, and retention.
Experience designing or supporting marketing journeys, targeted campaigns, referral strategies, lead generation, or demand-generation programs.
Familiarity with field enablement, banker readiness, communications, training, sales tools, and adoption routines.
Experience partnering with marketing, product, digital, data, technology, field, finance, risk, and control teams.
Experience developing business cases, roadmaps, implementation plans, executive presentations, and performance updates.
Understanding of CRM, client segmentation, behavioral triggers, portfolio management, or data-driven next-best-action strategies.
Ability to connect enterprise capabilities and cross-line-of-business partnerships to Preferred Business growth opportunities.
Intellectual curiosity and an innovation mindset, including the ability to identify practical uses for AI, automation, and emerging technology within client and associate journeys.

Responsibilities

Lead the design and execution of Preferred Business acquisition, demand-generation, onboarding, relationship-deepening, and retention initiatives.
Translate client, associate, and business insights into actionable enablement strategies, implementation roadmaps, and measurable success criteria.
Develop scalable client-engagement approaches across marketing, campaigns, inbound and outbound channels, banker journeys, and partner referrals.
Partner with Marketing, Product, Field Leadership, Data, Technology, Risk, Finance, Communications, and other stakeholders to deliver integrated end-to-end solutions.
Lead cross-functional projects from concept through implementation, including: Business-case development, Requirements, Governance, Readiness, Communications, Deployment, Post-launch optimization.
Establish clear project structures, decision routines, milestones, dependencies, risks, and stakeholder accountabilities.
Use data, client insights, market opportunities, and field feedback to inform recommendations and prioritize enablement investments.
Develop executive-ready presentations, recommendations, updates, and decision materials for senior leaders.
Represent Preferred Business Strategy & Enablement in cross-organizational forums and influence outcomes without direct authority.
Identify potential execution, operational, control, and client-experience risks and coordinate appropriate mitigation plans.
Evaluate initiative performance and adoption, identify improvement opportunities, and recommend adjustments that strengthen business and client outcomes.
Support the development and knowledge-sharing of other Customer Segment Consultants and enablement teammates.
Provides oversight and direction for multiple workstreams within enterprise initiatives, ensuring alignment with overall transformation goals and business strategy.
Defines workstream objectives, timelines, and deliverables, and lead disciplined execution to achieve measurable outcomes.
Coordinates efforts across product, channel, and operations teams to ensure seamless integration and progress across workstreams.
Engages with senior leaders and executive stakeholders to influence priorities, maintain governance standards, and ensure accountability.
Drive innovation and support change leadership by identifying opportunities for improvement and fostering a culture of continuous transformation.
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.