Business Strategy & Initiatives Manager – AI Driven Document Intelligence

Bank of America•Charlotte, NC

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 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. LOB Job Description: Why this role exists Document AI System (DAISY) Program is a critical enterprise initiative over the next 4 years. We’re 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 end‑to‑end 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, data‑driven processes. You will drive that transformation by identifying real business needs, uncovering root causes, defining standardized patterns, and designing future‑state processes that leverage advanced document‑understanding 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 2027–2029 business cases. Ensure prioritization is based on validated, real-world use cases—not theoretical assumptions. Develop strategic and tactical plans that advance enterprise goals and long‑term 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 audience—strategic 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.

Requirements

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
Innovative Thinking
Process Design
Presentation Skills
Problem Solving
Business Acumen
Critical Thinking
Customer and Client Focus
Result Orientation
Analytical Thinking
Collaboration
Oral Communications
Stakeholder Management
Adaptability
Planning
Prioritization
Data and Trend Analysis
Monitoring, Surveillance, and Testing
Leadership Development
Continuous Improvement
Data Visualization
Performance Management
Written Communications
Business Analytics
Gap Analysis
Risk Management
Fraud Management

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

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