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About the Role

This role serves as the senior business management and strategic execution partner for leaders in Wealth Management Advisory, Family Office Solutions, and the New York City Market President organization. It involves translating strategic priorities into actionable plans, managing governance, reporting, and driving enterprise-wide initiatives.

Responsibilities

• Translate strategic priorities into actionable business plans, governance routines, performance reporting, executive communication and enterprise-wide initiatives.
• Partner with senior leaders across various functions to drive execution, accountability, and business outcomes.
• Develop and execute strategic priorities across Wealth Management Advisory, Family Office Solutions, and enterprise growth initiatives.
• Drive cross-functional initiatives, governance routines, and executive scorecards.
• Manage initiative tracking, milestones, dependencies, risks, and outcomes.
• Coordinate strategic opportunities related to IPOs, M&A transactions, private markets, and family offices.
• Support business strategy, operating model development, and growth priorities for Wealth Management Advisory & Family Office Solutions.
• Drive coordination across Private Bank, GCIB, Global Markets, Merrill, and enterprise partners.
• Develop business reviews, performance reporting, pipeline analytics, and executive presentations.
• Support strategic expansion, distribution capacity planning, and platform enhancement initiatives.
• Serve as the primary business management partner supporting the New York City Market President and Market Executive Committee.
• Coordinate market leadership priorities, business integration initiatives, executive engagements, and market governance routines.
• Support communications, presentations, employee engagement activities, client events, community partnerships, and executive leadership forums.
• Track market performance, business integration outcomes, and strategic initiatives.
• Develop executive dashboards, business reviews, and KPI reporting.
• Establish governance forums, operating routines, and accountability mechanisms.
• Prepare executive communications, presentations, briefing materials, and strategic updates.
• Support management of budgets, headcount planning, organizational priorities, and resource allocation.
• Partner with HR on workforce planning, organizational design, succession planning, and strategic hiring.
• Support leadership development, employee engagement, and culture initiatives.
• Coordinate with Risk, Compliance, Legal, and Audit partners to ensure appropriate governance and control discipline.
• Promote a culture of accountability, collaboration, and Responsible Growth.
• 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.

Requirements

• Significant experience in financial services, business management, corporate strategy, and related enterprise disciplines - 10 or more years relevant professional experience.
• Strong understanding of and professional work experience in wealth management, capital markets, family offices, banking, and/or investment solutions.
• Proven ability to manage complex cross-functional initiatives and influence senior stakeholders.
• Strong analytical, organizational, and executive communication skills.
• Demonstrated ability to translate strategy into measurable business outcomes.

Skills

• Business Acumen
• Critical Thinking
• Customer and Client Focus
• Result Orientation
• Analytical Thinking
• Collaboration
• Oral Communications
• Stakeholder Management
• Adaptability
• Innovative Thinking
• Planning
• Prioritization

Location

• ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100), New York, NY

Work Type

• In-office
• Full-time

Experience Level

• 10 or more years relevant professional experience

Education Level

• High School Diploma / GED / Secondary School or equivalent

Salary/Compensations

• $96,900.00 - $173,400.00 annualized salary

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support for employees
• Eligible to participate in the annual discretionary plan
• Eligible for an annual discretionary award based on performance, business unit, and company success.

About the Company

• At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
• We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day.
• 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.
• We value the unique perspectives individuals bring from all backgrounds and career paths.
• Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
• At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Equal Opportunity

• 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.