Consumer Product Strategy Manager I - Client Protection - Performance Excellence at Bank of America

📍 Job Overview

Job Title: Consumer Product Strategy Manager I - Client Protection - Performance Excellence

Company: Bank of America

Location: Charlotte, North Carolina, United States

Job Type: FULL_TIME

Category: Product Strategy & Performance Analysis

Date Posted: 2025-06-12T00:00:00

Experience Level: Minimum 5 years

Remote Status: Hybrid

🎨 Role Summary

This role focuses on enhancing the performance of Client Protection products through strategic project management and rigorous performance analysis.
A core responsibility is to ensure that client feedback and a customer-centric view are integrated into strategic decisions and product delivery processes.
The position involves the design, development, and management of comprehensive reporting and analytics frameworks to track performance and inform strategic direction.
Success in this role requires the ability to proactively identify opportunities for improvement and drive initiatives that enhance risk management, profitability, and control oversight within the business unit.

📝 Enhancement Note: While not a traditional design role, this position requires strong analytical and strategic thinking skills often found in design leadership and product design strategy roles. The emphasis on customer view and performance analysis aligns with user-centered design principles and data-driven design decision-making.

🖼️ Primary Responsibilities

Collaborate closely with Client Protection Line of Business teams to align product strategy with business goals, maintaining a strong customer focus throughout the process.
Lead the design, development, execution, and ongoing management of an end-to-end Report Development and Support Process Life Cycle, ensuring data integrity and accessibility for performance analysis.
Design, develop, and maintain critical reporting and analytics dashboards that provide actionable insights to drive desired associate behaviors and achieve strategic objectives.
Take accountability for decisions related to process changes, leveraging Voice of Customer (VOC) feedback and in-depth customer analytics to inform improvements.
Contribute to department-wide strategies by conducting detailed portfolio trend analysis, forecasting future performance, and assessing risk/control performance.
Champion innovation by identifying and leading large-scale initiatives aimed at improving risk management practices, enhancing profitability, and strengthening control oversight for the business unit.
Cultivate and maintain strategic relationships with peers and counterparts across product, technology, and business control functions to foster collaboration and alignment.

📝 Enhancement Note: The responsibilities highlight a strong emphasis on data-driven decision-making and process optimization, which are critical components in modern design operations and product strategy roles within large organizations.

🎓 Skills & Qualifications

Education: While a specific degree isn't listed, a background in Business, Data Analytics, Project Management, or a related field is likely beneficial. Experience demonstrating strong analytical and strategic thinking skills is paramount.

Experience: A minimum of 5 years of dedicated project management experience is required, specifically overseeing large-scale data and reporting initiatives from initiation through execution and ongoing support. Experience in the financial services industry, particularly in client protection or fraud management, would be highly advantageous.

Required Skills:

Minimum 5 years of Project Management experience with a proven track record of overseeing large data and reporting initiatives.
Demonstrated ability to define, develop, implement, and manage an End-to-End Reporting Project Life Cycle.
Strong ability to quickly learn complex business processes and build effective partnerships with both business and technical stakeholders.
Proficiency in collaborating with business and technical experts to translate requirements into effective reporting solutions and comprehensive business requirement documents.
Advanced proficiency in SharePoint development and ongoing support.
Advanced proficiency in Excel for data analysis, manipulation, and reporting.
Experience working with data visualization tools such as Tableau and MicroStrategy.
Excellent planning, organizational, and time management skills with the ability to prioritize effectively.
Strong adaptability to change and the ability to thrive in a fast-paced environment while managing multiple priorities creatively.

Preferred Skills:

Specific knowledge and experience within the Client Protection space within the financial industry.
Proficiency with SQL for data querying and analysis.
Experience working with big data platforms like Hadoop and Teradata.

📝 Enhancement Note: The emphasis on data tools (Tableau, MicroStrategy) and data manipulation skills (Excel, SQL, Hadoop, Teradata) is crucial for this role, indicating a need for strong analytical rigor. While not traditional design tools, these are essential for performance analysis and data-informed product strategy.

🎨 Portfolio & Creative Requirements

Portfolio Essentials:

While not a traditional design portfolio role, candidates should be prepared to present case studies or examples of large data and reporting projects they have managed.
Focus on demonstrating the end-to-end process of a project, from initial requirements gathering and design to execution, implementation, and ongoing support.
Highlight examples of reports or dashboards you have been instrumental in developing, focusing on how they provided actionable insights and drove business outcomes.
Showcase your ability to translate complex business needs into technical requirements for reporting solutions.

Process Documentation:

Be prepared to discuss your methodology for defining and managing a reporting project lifecycle, including requirements gathering and scope definition.
Illustrate your approach to iterating on reporting solutions based on user feedback and evolving business needs.
Describe how you validate the accuracy and effectiveness of reports and analytics, ensuring they meet business requirements and provide reliable data.

📝 Enhancement Note: Although this is not a visual design role, demonstrating a structured approach to project management, data analysis, and reporting development, similar to how a designer would showcase their design process through case studies, is critical for success in the application process.

💵 Compensation & Benefits

Salary Range: $110,000.00 - $161,300.00 annualized salary. Offers will be determined based on experience, education, and skill set. This range is competitive for a Manager I level role within a large financial institution in major US financial hubs.

Benefits:

Industry-Leading Benefits: Bank of America provides a comprehensive benefits package designed to support employees' overall well-being.
Paid Time Off: Generous paid time off to support work-life balance.
Resources and Support: Access to various resources and support programs to help employees thrive.
Discretionary Incentive Eligibility: This role is eligible to participate in the annual discretionary plan, with awards based on individual, line of business, and company performance.

Working Hours: 40 hours per week, typically 1st shift. As a hybrid role, some flexibility may be available, but core in-office attendance requirements apply based on the specific location.

📝 Enhancement Note: The provided salary range is specific to the job posting and reflects the expected compensation for this level of role at Bank of America in the listed locations. Benefits are typical for a large financial institution.

🎯Team & Company Context

🏢 Company & Design Culture

Industry: Banking & Financial Services. Bank of America is a global leader in the financial industry, serving a broad range of clients from individuals to large corporations. This context is crucial as product strategy and performance excellence in this sector are heavily regulated and focused on risk management and client trust.

Company Size: 10,001+ employees (over 224,000 globally). Working in a large organization like Bank of America means navigating complex structures, established processes, and collaborating with numerous teams across different functions.

Founded: While the exact founding date for Bank of America in its current form is complex due to mergers, it has a long history rooted in the Bank of Italy, founded in 1904. This long history implies a mature, established corporate culture with a focus on stability and governance, which influences product development and strategy.

Team Structure:

This role sits within the Client Protection Performance Excellence team, suggesting a focus on operational efficiency, risk mitigation, and performance measurement within the client protection domain.
The role requires partnering with Client Protection Line of Business teams, indicating a matrixed or collaborative structure where influence and relationship-building are key.
Collaboration with product, technology, and business control functions highlights the cross-functional nature of the role.

Methodology:

Given the banking industry context, methodologies likely involve a mix of agile and waterfall approaches for project management, with a strong emphasis on documentation and compliance.
Data analysis and reporting development will likely follow structured processes to ensure accuracy and meet regulatory requirements.
Decision-making processes will be data-driven, incorporating customer analytics and performance metrics.

Company Website: https://www.bankofamerica.com

📝 Enhancement Note: Understanding Bank of America's scale, industry, and history is essential for candidates. The emphasis on Client Protection highlights a focus on trust, security, and risk management, which will heavily influence the product strategy and performance metrics in this role.

📈 Career & Growth Analysis

Design Career Level: This role is titled "Manager I," suggesting an early-to-mid-level management position within the product strategy and performance excellence track. It likely involves managing projects and contributing to strategic initiatives rather than directly managing a team of individuals initially.

Reporting Structure: While not explicitly stated, a Manager I typically reports to a more senior Manager, Director, or VP within the Client Protection or Product Strategy organization. The role's need to partner across different functions indicates a collaborative reporting environment.

Design Impact: The impact of this role is significant in ensuring the effectiveness and efficiency of client protection products and processes. By providing key performance insights and driving process improvements, this role directly contributes to minimizing fraud risk, enhancing client trust, and improving operational performance within a critical area of the bank.

Growth Opportunities:

Advancement to higher-level Manager roles (e.g., Manager II, Senior Manager) with increased scope, complexity, and potentially team leadership responsibilities within product strategy or performance excellence.
Opportunities to specialize further in specific areas of client protection, fraud management, or data analytics within the financial sector.
Potential to transition into related roles such as Product Manager, Business Analyst, or Operations Manager within Bank of America.

📝 Enhancement Note: The "Manager I" title and responsibilities align with a role focused on executing strategy and managing projects, providing a clear path for growth into more senior strategic or leadership positions within the organization.

🌐 Work Environment

Studio Type: Corporate Office. Bank of America maintains a traditional corporate office environment with specific requirements for in-office attendance. The listed primary location is Charlotte, NC, with other potential locations including Plano, Richmond, New York, and Chandler.

Office Location(s): The primary location is Charlotte, NC. Additional potential locations listed are Plano, TX; Richmond, VA; New York, NY; and Chandler, AZ. The hybrid work arrangement will be tied to one of these specific office locations.

Design Workspace Context:

Workspaces are likely standard corporate office setups, potentially with dedicated areas for team collaboration and meetings.
Access to necessary technology infrastructure and collaboration tools will be provided to support remote and in-office work.
Opportunities for in-person interaction with team members and cross-functional partners will be available during required office days.

Work Schedule: Full-time, 40 hours per week, typically 1st shift. The hybrid model implies a blend of in-office and remote work days, the specifics of which will likely be determined by the team and location requirements.

📝 Enhancement Note: The hybrid work model is a key aspect of the work environment. Candidates should understand that while some flexibility is offered, there are specific requirements for in-office attendance, which can vary by location and team.

📄 Application & Portfolio Review Process

Design Interview Process:

Initial screening call with a recruiter to discuss background and fit for the role.
Subsequent interviews with the hiring manager and potentially other team members or stakeholders from partnering teams (Product, Technology, Controls).
Interviews will likely focus on behavioral questions, experience with project management of data and reporting initiatives, analytical skills, and ability to collaborate across functions.
Be prepared to discuss specific examples of projects you've managed, challenges you've faced, and how you've used data to drive decisions and improve performance.

Portfolio Review Tips:

Prepare 2-3 detailed case studies of significant data and reporting projects you have led or played a key role in.
For each case study, clearly articulate the problem you were solving, your role and responsibilities, the process you followed (including requirements gathering, development, and implementation), the tools and technologies used, and the quantifiable impact or results achieved.
Focus on demonstrating your strategic thinking, problem-solving skills, ability to manage complex initiatives, and how your work contributed to business objectives.
Be prepared to discuss challenges encountered and how you overcame them.

Challenge Preparation:

It's possible a case study or take-home assignment might be part of the process. This could involve analyzing a hypothetical business problem related to client protection performance, proposing a reporting or analytical solution, and outlining the project plan.
Practice articulating your thought process clearly and concisely. Structure your response or presentation logically, explaining your assumptions, analysis, proposed solution, and expected outcomes.
Be prepared to discuss how you would measure the success of your proposed solution and manage potential risks.

ATS Keywords: Project Management, Data Analysis, Reporting, Performance Analysis, Business Metrics, Client Protection, Fraud Management, Risk Management, Business Requirements, SharePoint, Excel, Tableau, MicroStrategy, SQL, Hadoop, Teradata, Analytical Thinking, Critical Thinking, Data Visualization, Decision Making, Collaboration, Financial Services, Banking, Consumer Products, Performance Excellence, Strategy, Innovation, Issue Management, Oral Communications, Presentation Skills, Conflict Management, Stakeholder Management.

📝 Enhancement Note: The application process will heavily weigh project management experience, analytical skills, and the ability to demonstrate impact through data and reporting. Preparing detailed case studies of relevant projects is crucial, similar to how a designer prepares a portfolio.

🛠 Tools & Technology Stack

Primary Design Tools:

SharePoint: Essential for development and support, likely used for documentation, collaboration, and potentially basic reporting dashboards. Proficiency is required.
Excel: Advanced proficiency is required for data analysis, manipulation, modeling, and potentially creating reports or visualizations.
Tableau: Experience working with this data visualization tool is required for creating interactive dashboards and reports.
MicroStrategy: Experience working with this business intelligence and reporting tool is required.

Collaboration & Handoff:

Collaboration with business and technical experts is a core requirement, suggesting the use of standard corporate communication and collaboration platforms (e.g., Microsoft Teams, Outlook).
Documentation and handoff of reporting requirements and specifications will be critical, likely utilizing platforms like SharePoint or other internal documentation systems.

Research & Testing:

The role involves using data and analytics to inform strategy and measure performance, implying the use of reporting tools to gather and analyze performance data.
While not explicit, some level of testing may be involved to ensure the accuracy and functionality of reports and dashboards.

📝 Enhancement Note: The required tools are primarily focused on data management, analysis, and reporting, reflecting the analytical nature of the role. Proficiency in these specific tools is a key requirement for candidates.

👥 Team Culture & Values

Design Values:

Data-Driven Decision Making: Decisions within this team are likely heavily influenced by performance metrics, analytics, and data insights to optimize client protection strategies.
Collaboration: Success depends on effective partnering with various teams (Line of Business, Technology, Controls), emphasizing a collaborative and cross-functional approach.
Performance Excellence: The team name itself highlights a focus on achieving high standards of performance, efficiency, and effectiveness in client protection operations.
Risk Management & Control: Operating within a financial institution, a strong emphasis is placed on managing risk, ensuring compliance, and maintaining robust controls.

Collaboration Style:

The collaboration style is likely a mix of formal meetings, cross-functional working groups, and informal communication channels to align on strategy, share insights, and manage projects.
Effective communication and the ability to build strong working relationships across different departments are crucial.
Given the focus on performance excellence, there may be a culture of continuous improvement and feedback sharing to optimize processes and reporting.

📝 Enhancement Note: The team culture is likely characterized by a strong focus on data, process, collaboration, and risk management, driven by the demands of the financial services industry and the specific focus on client protection performance.

⚡ Challenges & Growth Opportunities

Design Challenges:

Navigating the complexity of a large financial institution and its various systems, processes, and stakeholders to gather data and implement reporting solutions.
Ensuring data accuracy and consistency across different data sources and reporting platforms.
Translating complex business requirements from the Client Protection Line of Business into technical specifications for reporting and analytics.
Staying updated on evolving fraud trends and client protection strategies to ensure reporting and analysis remain relevant and effective.

Learning & Development Opportunities:

Opportunities to deepen expertise in data analysis, business intelligence tools (Tableau, MicroStrategy), and potentially big data technologies (Hadoop, Teradata).
Exposure to the intricacies of client protection, fraud management, and risk mitigation within the financial services industry.
Development of strategic thinking and business acumen by contributing to product strategy and performance analysis.
Potential for professional development through internal training programs and external certifications related to project management, data analytics, or financial services.

📝 Enhancement Note: The challenges and opportunities are closely tied to the technical and analytical demands of the role within a large, regulated industry. Candidates should be prepared to discuss their experience with similar challenges and their approach to continuous learning in data and financial domains.

💡 Interview Preparation

Design Process Questions:

Describe your end-to-end process for managing a large data and reporting project, from initial requirements gathering to implementation and support. Be prepared to walk through a specific example.
How do you ensure the accuracy and reliability of the data used in your reports and analysis? What steps do you take to validate data?
Explain your approach to gathering business requirements from stakeholders and translating them into technical specifications for reporting solutions.

Company Culture Questions:

How do you approach collaboration with cross-functional teams, particularly those with different technical or business backgrounds? Provide examples of successful collaborations.
Describe a time you had to adapt to a significant change in a project or business requirement. How did you handle it?
How do you stay organized and manage multiple priorities effectively in a fast-paced environment?

Portfolio Presentation Strategy:

Structure your case studies to clearly articulate the business problem, your role, the solution you developed (the report/dashboard), the process you followed, and the quantifiable impact.
Focus on the "why" behind your decisions in designing the reporting solution – how did it address the business need and provide actionable insights?
Be prepared to discuss the technical aspects of your projects, including the tools used and any challenges encountered during development or implementation.

📝 Enhancement Note: Interview preparation should focus on demonstrating strong project management skills, analytical capabilities, and the ability to collaborate effectively within a complex organization. Highlighting relevant project experience with clear outcomes is key.

📌 Application Steps

To apply for this design position:

Submit your application through this link
Tailor your resume to highlight your minimum of 5 years of project management experience, specifically focusing on data and reporting initiatives. Use keywords from the job description and emphasize your experience with the required tools (SharePoint, Excel, Tableau, MicroStrategy).
Prepare detailed case studies of your relevant projects, outlining the problem, your role, the process, tools, and quantifiable results. Be ready to present these during interviews.
Research Bank of America's Client Protection strategies and recent initiatives to understand the business context and demonstrate your interest during interviews.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and design industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.

Consumer Product Strategy Manager I - Client Protection - Performance Excellence