Business Strategy & Initiatives Manager – AI Driven Document Intelligence

Job Description:

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 supporting the development and execution of strategic initiatives and/or processes aligned to priorities within a functional area and/or business. Key responsibilities include defining developing executing monitoring and/or refining strategic initiatives and processes in close collaboration with key stakeholders and internal partners.

Responsibilities:

• Builds and/or executes business initiatives and/or processes while partnering with stakeholders and partners

• Solves complex problems and delivers on business initiatives and processes by applying subject matter expertise and technical knowledge of the business

• Engages with key stakeholders partners and business leadership to deliver on business objectives

• Performs analytics assessments and/or interpretation of data and/or information to identify business opportunities derive insights and measure outcomes

• Develops strategic and tactical plans to drive progress towards business goals and objectives

LOB Job Description:

Why this role exists

Document AI System (DAISY) Program is a critical enterprise initiative over the next 4 years. Were scaling document intelligence and semantic capabilities across the enterprise and need creative root-cause driven leaders who can translate real business demand into ingestible reusable patterns that accelerate adoption across multiple lines of business (Global Operations Enterprise Testing Legal Order Processing Wealth Claims and more).

We need leaders to transform how the enterprise interacts with documents redesigning endtoend operational processes across multiple business lines. Document AI System (DAISY) is the toolset that makes this transformation possible but the actual goal is scalable modernized datadriven processes.

You will drive that transformation by identifying real business needs uncovering root causes defining standardized patterns and designing futurestate processes that leverage advanced documentunderstanding capabilities.

Discover & Diagnose

Lead structured assessments across LOBs (Global Operations Enterprise Testing Legal Orders Wealth Claims Credit etc.) to identify fragmented manual or document-heavy processes.

Conduct root-cause analysis to distinguish true business problems from symptoms or legacy behaviors.

Map and prioritize 50 upstream use cases tied to enterprise growth risk reduction and operational efficiency.

Perform analytics and interpret complex data to identify business opportunities derive insights and measure outcomes.

Design Future-State Processes

Redesign end-to-end processes that leverage modern document intelligence semantic comparison classification extraction and translation capabilities.

Ensure business solutions do not revert to legacy designs (manual review custom matching logic point solutions one-offs).

Review and analyze business metrics using process improvement methodologies and gap analysis to identify inefficiencies and develop actionable plans.

Create Enterprise Standards & Patterns

Build cross-LOB reusable patterns (decision flows design templates controls alignment handoff models) that define how the enterprise should interact with documents going forward.

Develop enterprise-level standards that clarify:

How document intelligence should be integrated into processes

What good looks like (data controls risk quality handoffs)

How design choices scale across future use cases

Produce clear ingestible artifacts that can be consumed by executives business teams engineering and PMO.

Shape Strategy & Prioritization

Translate transformation opportunities into sequenced fundable roadmaps aligned to business cases.

Ensure prioritization is based on validated real-world use casesnot theoretical assumptions.

Develop strategic and tactical plans that advance enterprise goals and longterm transformation outcomes.

Cross-LOB Influence & Communication

Operate effectively across senior executives operations teams analysts and technology partners to drive alignment and collaboration.

Adapt communication style to the audiencestrategic narrative for executives structured problem statements for PMO crisp requirements for engineering.

Break down silos by establishing shared terminology shared models and reusable patterns across LOBs.

Develop and deliver executive-level presentations that clearly convey insights recommendations risks and value.

Collaborate with and influence Process Owners Delegates and business leaders to support successful execution of transformation programs.

Accelerate Execution

Partner closely with technology product PMO data and reporting teams to ensure future-state designs convert cleanly into buildable requirements.

Inspect design execution and delivery to minimize downstream rework and ensure enterprise alignment.

Support pilot and POC scoping design and evaluation with measurable outcomes.

Serve as a liaison between business and data/technology organizations on strategic initiatives that affect operational performance.

Required Qualifications:

7 years of strategy execution operational experience with a focus on process improvement and performance management

Ability to think strategically and tactically to drive operational success

Ability to form strong partnerships with key stakeholders and work with them on initiatives and able to hold them accountable when needed

Strong leadership skills to influence cross-functional stakeholders to achieve a common goal and drive the execution of performance plans to improve the organizational effectiveness

Detail-oriented performance driven self-starter who takes initiative works independently and can operate with minimal guidance

Escalates issues and concerns effectively in a timely manner

Excellent oral and written communication skills with an ability to present to senior leaders

Able to work with large amounts of data and deliver insights quickly

Strong problem-solving skills

Understanding of workflow and SLA metric reporting

Ability to generate views and reports for executive level presentations

Skills

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