Client Educational Content Project Manager - Risk Programs Customer Segment Consultant I

Jacksonville, Florida;Lincoln, Rhode Island

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Enterprise Job Description :

Accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications.

This individual will support Strategic Initiatives Manager and Client Education Program Risk Lead by developing and delivering client educational content across a variety of investment related topics.

This individual will be responsible for:

• Supporting overall Preferred Client Education Program Risk Management with a focus on identifying client educational needs / strategies, remediation of gaps, development and review of content.

• Act as a point of contact for Preferred and Controls, partnering closely with key teams (Digital, Legal, Risk, Audit [Internal/Enterprise], Compliance).

• Accountable for driving client engagement and utilization of educational content.

• Supports the oversight of client content inventory and control activities to ensure content is updated annually and enhanced based on business and control needs.

• Responsible in developing, tracking and reporting of key performance indicators (KPIs).

• Creates / facilitates and leads a formal process and routine(s) resulting in the creation and maintenance of educational content.

• Develops inventory of content, performs risk assessment(s) / review(s) and recommends solutions to senior leadership.

• Develops comprehensive and strategic roadmap, conceptualizing solutions that leverage current technologies through the understanding of industry trends, internal business drivers and client needs.

• Ensures compliance with regulatory standards / requirements on client educational contents for all investment related products (including Complex) and processes.

• Influences strategic direction and develops tactical plans to remediate gaps for the business.

• Strengthen partnerships and ensures synergy with other LOBs to ensure.

• Participates and provides feedback in the review process for content development (all channels / desktop and mobile).

Required Qualifications :

• Strong track record leading successful execution of customer facing projects from inception through launch.

• Comprehensive knowledge of multi-channel standards.

• Mastery of human-centered design methodologies and rapid ideation processes.

• Able to comfortably dive into Experience Design, understand business needs and facilitate executive decisions.

• Extraordinary organization and time management skills (leveraging applications, tools, and self-identified strategies to prioritize tasks for execution).

• Challenges conventional thinking.

• Ability to navigate complex problems and break down barriers to drive solutions.

• People management skills with proven experience in influencing teammates and leaders effectively

• Exemplarily communication skills (verbal and written) with storytelling ability.

• Strong understanding of investments products and inner workings of markets and various exchanges.

• Strong and agile problem-solving skills.

• Intellectually curious and self-motivated. Personally proactive and has a strong passion to be at the forefront of change. Has demonstrated the ability to drive change through process optimization and current work in their scope.

• Exceptional with PowerPoint, Excel, Visio, One Note, and collaboration platforms (SharePoint).

• Innovation mindset to self-generate ideas (creative thinker and out of the box thinking approach).

Desired Qualifications :

• Subject matter expert with a deep understanding and familiarity with E2E creation of education content formats (articles, newsletters, disclosures, etc..).

• PMP or Six Sigma Certification.

• Working knowledge with Technology and Digital teams.

• Demonstrated strategic and creative thinking and distinguished communication skills.

Skills

• Program Management

• Project Management

• Problem Solving

• Collaboration

• Presentation Skills

• Prioritization

• Issue Management

• Risk Management

• Process Design

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - RI - Lincoln - 670 George Washington Hwy (RI1541)

Pay and benefits information

Pay range

$72,100.00 - $114,400.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

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.

Benefits

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.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.