Process Design Consultant - Strategy and Transformation

📍 Job Overview

Job Title: Process Design Consultant - Strategy and Transformation

Company: Bank of America

Location: Jacksonville, Florida, United States (with potential for Charlotte, North Carolina, United States)

Job Type: Full-time

Category: Revenue Operations / Strategy & Transformation

Date Posted: September 9, 2026

Experience Level: 5-10 years

🚀 Role Summary

• Drive operational excellence through strategic process analysis and transformation initiatives within Wealth Management Operations (WMO).

• Develop and maintain comprehensive process documentation to ensure regulatory compliance and enable continuous process improvement.

• Facilitate the identification and prioritization of process improvement opportunities, building compelling business cases for change.

• Collaborate with senior leaders, Process Owners, Business Controls, and Change Management teams to implement solutions that optimize efficiency, reduce risk, and enhance quality.

• Apply process engineering best practices and leverage analytics to solve complex business problems and translate them into structured, design-oriented solutions.

📝 Enhancement Note: The "Process Design Consultant - Strategy and Transformation" title, coupled with "Wealth Management Operations" as the specific line of business, strongly indicates a role focused on optimizing the back-office and client-facing processes within a financial services context. This role sits at the intersection of operational efficiency and strategic business evolution, requiring a blend of analytical, technical, and interpersonal skills to drive impactful change. The emphasis on documentation, business cases, and cross-functional collaboration points towards a need for robust project and change management capabilities.

📈 Primary Responsibilities

• Support Process Owners in building and maintaining comprehensive process documentation, adhering to the Enterprise Process Management Policy and Standards.

• Promote and facilitate the use of process management principles and tools to assess current state processes, identify pain points, and develop target state solution recommendations.

• Manage the pipeline and continuous refinement of process improvement opportunities to build compelling business cases that clearly articulate benefits, costs, and justification for change.

• Implement low to moderately complex solutions aimed at addressing issues and risks, optimizing efficiency, reducing variability, and improving controls, quality, and sustainability of operations.

• Work directly with Line of Business partners to gather information necessary for identifying and implementing solutions that resolve critical business challenges and opportunities.

• Establish a model for continuous process improvement by applying process engineering best practices and delivering reusable technology solutions.

• Leverage analytics and critical thinking to solve complex business problems and translate issues into structured design-oriented solutions with clearly defined business case benefits.

• Support the development of enterprise change management deliverables for material projects, including project charters, SIPOC (Suppliers, Inputs, Outputs, Customers), RACI (Responsible, Accountable, Consulted, Informed) process maps, risk assessments, and control plans.

📝 Enhancement Note: The responsibilities highlight a hands-on approach to process improvement, emphasizing documentation, analysis, business case development, and solution implementation. The mention of SIPOC and RACI diagrams points to a structured approach to process mapping and stakeholder alignment, common in GTM and operational transformation roles. The requirement to establish a "model for continuous process improvement" suggests a proactive and strategic component to the role, aiming to embed best practices rather than just execute individual projects.

🎓 Skills & Qualifications

Education: While not explicitly stated, a Bachelor's degree in Business Administration, Operations Management, Finance, or a related field is typically expected for roles with this level of experience and responsibility.

Experience: 5+ years of experience in process design, encompassing process, people, and technology aspects. 3+ years of strategic planning experience, including multi-year plans and business case development. Experience managing or supporting operations, particularly within Wealth Management Operations or the broader Financial Services industry, is highly desirable.

Required Skills:

• Advanced process mapping skills using Visio or ARIS.

• Deep understanding of Single Process Inventory and Enterprise Process Management Policy & Standards.

• Proficient facilitation skills, with the ability to lead and influence cross-functional teams effectively.

• Demonstrated ability to learn and navigate new situations with high degrees of complexity (avid learner).

• Proficient with MS Excel for conducting data analysis that yields new process insights.

• Expert proficiency with MS PowerPoint for constructing and delivering presentations that enable understanding and adoption of new concepts and outcomes.

• Basic awareness of technology capabilities relevant to process automation and optimization.

• Strong critical thinking and problem-solving abilities.

• Project management skills for overseeing initiative execution.

• Continuous improvement methodologies. Preferred Skills:

• Six Sigma Black Belt or Green Belt certification.

• Process Owner certification.

• Direct experience managing or supporting operations.

• Specific experience within Wealth Management Operations.

• Experience in the Financial Services industry.

• Active Listening skills.

• Data Collection and Entry proficiency.

• Reporting and Data Visualization capabilities.

• Business Process Analysis expertise.

• Process Effectiveness, Simplification, and Performance Measurement skills.

📝 Enhancement Note: The required skills emphasize a strong foundation in process mapping tools and methodologies, coupled with essential soft skills like facilitation and presentation. The preference for Six Sigma and Process Owner certifications, along with specific industry experience, signals that candidates with these qualifications will be highly competitive. The inclusion of "basic awareness of technology capabilities" suggests that while deep technical expertise isn't mandatory, understanding how technology enables process improvement is crucial.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Showcase examples of documented current and target state processes, clearly illustrating the transformation journey.

• Present business cases developed for process improvement initiatives, demonstrating the ability to quantify benefits, costs, and ROI.

• Include examples of process mapping artifacts, such as SIPOC, RACI charts, and flow diagrams created using Visio or ARIS.

• Demonstrate experience in implementing process improvements and the resulting impact on efficiency, quality, risk mitigation, or cost reduction.

• Provide evidence of facilitating cross-functional teams to achieve consensus and drive process changes. Process Documentation:

• Detailed examples of current state process documentation, highlighting pain points and inefficiencies identified through analysis.

• Target state process designs that incorporate recommended improvements, automation opportunities, and best practices.

• Documentation of changes implemented, including any necessary training materials or updated standard operating procedures (SOPs).

• Metrics and reporting frameworks developed to track the performance and impact of implemented process changes.

📝 Enhancement Note: For a Process Design Consultant role, a portfolio is critical. It should not just list skills but visually and narratively demonstrate them. Candidates should be prepared to walk through their process mapping methodologies, business case development frameworks, and the tangible outcomes of their transformation projects. The emphasis on "reusable technology solutions" suggests a forward-thinking approach to process design, so examples of how technology was integrated or leveraged would be beneficial.

💵 Compensation & Benefits

Salary Range: Based on the experience level (5-10 years), location (Jacksonville/Charlotte, US), and the industry (Financial Services), a competitive salary range for a Process Design Consultant - Strategy and Transformation at a large institution like Bank of America would likely fall between $90,000 and $130,000 annually. This estimate is based on industry benchmarks for similar roles in major financial hubs, factoring in the specialized skills in process design, strategic planning, and operational excellence.

Benefits:

• Comprehensive health, dental, and vision insurance plans.

• Support for physical, emotional, and financial wellness through dedicated programs and resources.

• Competitive retirement savings plans (e.g., 401(k) with company match).

• Generous paid time off (PTO), including vacation, sick leave, and holidays.

• Opportunities for professional development, training, and certifications.

• Employee assistance programs (EAP) for confidential support.

• Potential for performance-based bonuses.

• Flexible benefits options to cater to individual needs.

Working Hours: 40 hours per week, typically on the 1st shift (United States of America). While the role is primarily in-office, Bank of America's policy allows for an "appropriate level of flexibility based on role-specific responsibilities and business needs," implying potential for hybrid arrangements or occasional remote work, though the default is in-office collaboration.

📝 Enhancement Note: The salary estimate is a projection based on typical compensation for similar roles in large financial institutions in the US. Actual compensation may vary based on specific experience, performance, and internal equity. The listed benefits are standard for major corporations in the US financial sector and align with the company's stated commitment to employee well-being. The note regarding in-office culture with flexibility is important for candidates to understand the work arrangement expectations.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services (Banking and Investment Management). Bank of America is a global leader in financial services, offering a wide range of banking, investing, asset management, and other financial and risk management products and services.

Company Size: Large Enterprise (over 10,000 employees globally). This scale offers significant opportunities for career development, exposure to diverse business units, and access to extensive resources.

Founded: 1998 (through the merger of NationsBank and BankAmerica), with roots tracing back much further. This long history provides a foundation of stability and extensive experience in the financial sector.

Team Structure:

• The role is within Wealth Management Operations (WMO), specifically on the Strategy and Transformation Team.

• This team leads the evolution and integration of the Operational Excellence program within WMO.

• Collaboration is expected with WMO Senior Leaders, Process Owners, WMO Business Controls, Change Management, and Project Delivery teams.

• The reporting structure likely involves a manager or director focused on operational strategy and transformation within WMO. Methodology:

• Data Analysis & Insights: Leveraging MS Excel and critical thinking to analyze process data, identify pain points, and derive actionable insights.

• Workflow Planning & Optimization: Applying process engineering best practices, process mapping (Visio/ARIS), and continuous improvement methodologies to design and optimize workflows.

• Automation & Efficiency: Identifying opportunities to implement reusable technology solutions and process simplifications to enhance efficiency and reduce variability.

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

📝 Enhancement Note: Bank of America's emphasis on "Responsible Growth" and a "culture of caring" suggests a workplace that values ethical practices, client focus, and employee well-being. For operations roles, this translates to a focus on process integrity, risk management, and client satisfaction. The "in-office culture" with flexibility indicates a balance between collaborative work and individual autonomy.

📈 Career & Growth Analysis

Operations Career Level: This role is positioned as a mid-to-senior level consultant, requiring substantial experience in process design and strategic planning. It's a critical role for driving efficiency and transformation within a major operational division.

Reporting Structure: The Process Design Consultant will likely report to a Manager or Director within the WMO Strategy and Transformation team. They will collaborate closely with various Process Owners and stakeholders across Wealth Management Operations.

Operations Impact: This role directly influences the efficiency, effectiveness, and compliance of Wealth Management Operations. By optimizing processes, reducing costs, improving quality, and mitigating risks, the consultant contributes significantly to the profitability and client satisfaction of Bank of America's wealth management services. Their work underpins the "Responsible Growth" strategy by ensuring operational robustness.

Growth Opportunities:

• Operations Skill Advancement: Opportunity to deepen expertise in advanced process modeling tools (ARIS, Visio), Six Sigma methodologies, and enterprise process management frameworks.

• Leadership Development: Potential to lead transformation initiatives, mentor junior analysts, and gain exposure to senior leadership through business case presentations and project steering committees.

• Specialization: Develop deep expertise in Wealth Management Operations, financial services processes, and strategic transformation within a large, complex organization.

• Career Progression: Pathways can lead to roles such as Senior Process Design Consultant, Operations Manager, Strategy Lead, or Project/Program Manager within WMO or other divisions.

📝 Enhancement Note: The growth opportunities are tied to both technical skill development and leadership potential. The "avid learner" requirement suggests the company is looking for individuals who are proactive in seeking out new knowledge and skills, which aligns with the dynamic nature of operations and transformation roles.

🌐 Work Environment

Office Type: Primarily an in-office environment, with potential for hybrid flexibility. Bank of America emphasizes an "in-office culture that supports collaboration, engagement, and career development."

Office Location(s): The primary location is Jacksonville, Florida, with Charlotte, North Carolina, also listed as a potential location. These are significant operational hubs for Bank of America, offering a professional corporate environment.

Workspace Context:

• Collaborative Environment: Expect to work closely with diverse teams, including operations staff, business leaders, technology partners, and change management specialists.

• Tools and Technology: Access to standard corporate IT infrastructure, including powerful workstations, extensive software licenses (Visio, ARIS, MS Office Suite), and internal collaboration platforms.

• Team Interaction: Frequent opportunities for in-person meetings, workshops, and brainstorming sessions to drive process design and transformation initiatives.

Work Schedule: The standard work schedule is 40 hours per week, typically during the 1st shift (daytime hours). While core business hours are expected, the nature of transformation projects may occasionally require flexibility to meet project deadlines or address urgent issues.

📝 Enhancement Note: The emphasis on an in-office culture is a key differentiator. Candidates should be prepared for a more traditional corporate environment where face-to-face interaction is valued for collaboration and development, even if some hybrid flexibility is offered.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: HR or recruiter screening to assess basic qualifications and cultural fit.

• Hiring Manager Interview: In-depth discussion about experience, skills, and approach to process design and transformation, focusing on past projects and methodologies.

• Technical/Panel Interview: May involve case studies, process mapping exercises, or presentations on past work. This stage will likely assess proficiency in Visio/ARIS, data analysis, and business case development.

• Stakeholder Interviews: Discussions with potential colleagues or business partners to evaluate collaboration style and ability to influence.

• Final Interview: With senior leadership to discuss strategic alignment and long-term vision for the role.

Portfolio Review Tips:

• Structure: Organize your portfolio by project type or key skill areas (e.g., Process Mapping, Business Case Development, Transformation Initiatives).

• Clarity: For each project, clearly state the objective, your role, the methodology used, the challenges faced, the solutions implemented, and the quantifiable results achieved.

• Visuals: Include well-annotated process maps (Visio/ARIS), flowcharts, diagrams, and compelling presentation slides (PowerPoint) that showcase your analytical and design capabilities.

• Business Impact: Emphasize the business value and ROI of your contributions. Quantify improvements in efficiency, cost savings, quality enhancements, or risk reduction wherever possible.

• Conciseness: Be prepared to walk through key examples efficiently, focusing on the most relevant and impactful aspects for this specific role.

Challenge Preparation:

• Process Mapping Exercise: Be ready to map a hypothetical process or critique an existing one, identifying inefficiencies and proposing solutions. Practice using Visio or simulating ARIS functionality.

• Business Case Development: Prepare to outline the key components of a compelling business case, including problem definition, proposed solution, cost-benefit analysis, and risk assessment.

• Situational/Behavioral Questions: Anticipate questions about how you handle complex situations, influence stakeholders, manage conflict, and drive change. Use the STAR method (Situation, Task, Action, Result) to structure your answers.

📝 Enhancement Note: The portfolio review is a critical component for this role. Candidates should prepare a curated selection of their best work that directly aligns with the responsibilities and required skills outlined in the job description, particularly focusing on process design, strategic planning, and business case development within a financial services context.

🛠 Tools & Technology Stack

Primary Tools:

• Process Mapping Software: Visio (required), ARIS (required). Proficiency in creating detailed, enterprise-level process maps, flowcharts, SIPOC, and RACI diagrams is essential.

• Data Analysis & Reporting: MS Excel (expert level for data analysis and generating insights), MS PowerPoint (expert level for presentations and business case delivery).

• Collaboration Tools: Likely Microsoft Teams, SharePoint, or similar internal platforms for team communication, document sharing, and project management.

• Enterprise Process Management (EPM) Tools: Familiarity with concepts like Single Process Inventory and adherence to Enterprise Process Management Policies is required, suggesting potential exposure to or understanding of EPM platforms.

Analytics & Reporting:

• Advanced use of MS Excel for data manipulation, statistical analysis, and trend identification.

• Ability to translate data findings into clear, actionable insights for executive-level reporting and decision-making. CRM & Automation:

• While not explicitly listed as primary tools, an understanding of how CRM systems (e.g., Salesforce, internal banking CRMs) and automation technologies (e.g., RPA, workflow automation tools) integrate with and impact business processes is beneficial for identifying optimization opportunities.

📝 Enhancement Note: The explicit mention of Visio and ARIS as required process mapping tools is significant. Candidates should be prepared to demonstrate their proficiency with these specific applications. The emphasis on MS Excel and PowerPoint for data analysis and presentation further highlights the analytical and communication demands of the role.

👥 Team Culture & Values

Operations Values:

• Responsible Growth: A core principle at Bank of America, meaning all operational initiatives should contribute to sustainable, ethical business expansion.

• Client Focus: Ensuring all process improvements ultimately benefit the client experience and service delivery within Wealth Management Operations.

• Integrity and Ethics: Upholding the highest standards in all aspects of process design, documentation, and implementation, especially critical in financial services.

• Collaboration and Teamwork: Valuing diverse perspectives and working effectively across different departments and levels to achieve common goals.

• Efficiency and Excellence: Continuously striving for operational efficiency, quality, and best-in-class performance through data-driven decision-making and process optimization.

Collaboration Style:

• Cross-functional Integration: Actively engaging with business leaders, subject matter experts, technology teams, and control functions to ensure a holistic approach to process design.

• Process Review Culture: Fostering an environment where processes are regularly reviewed, feedback is openly shared, and continuous improvement is a shared responsibility.

• Knowledge Sharing: Proactively sharing best practices, lessons learned, and insights gained from process analysis and transformation projects with colleagues and stakeholders.

📝 Enhancement Note: The "Responsible Growth" ethos is paramount. Operations professionals are expected to contribute to growth not just by increasing output, but by doing so in a controlled, ethical, and sustainable manner that aligns with regulatory requirements and client trust.

⚡ Challenges & Growth Opportunities

Challenges:

• Navigating Complexity: The financial services industry and large organizations like Bank of America are inherently complex. Adapting to intricate processes, diverse stakeholder needs, and established policies will be a key challenge.

• Driving Change Adoption: Overcoming resistance to change from individuals or teams accustomed to existing processes and ensuring successful adoption of new methodologies and technologies.

• Balancing Process and Technology: Effectively integrating process improvements with technology solutions, ensuring they are complementary rather than conflicting, and that the business case for technology investment is sound.

• Data-Driven Decision Making: Ensuring that process improvements are based on robust data analysis and that the impact of implemented changes can be accurately measured and reported.

Learning & Development Opportunities:

• Operations Skill Advancement: Opportunities to gain certifications (e.g., Six Sigma Black Belt), attend industry conferences, and master advanced process modeling and analytics tools.

• Industry Expertise: Deepen knowledge of Wealth Management Operations, financial markets, regulatory environments, and the broader financial services landscape.

• Leadership Development: Participate in leadership training programs, take on project leadership roles, and develop skills in influencing senior stakeholders.

• Mentorship: Access to experienced leaders and peers within the Strategy and Transformation team for guidance and career advice.

📝 Enhancement Note: The challenges are typical for transformation roles in large, regulated industries. Success will depend on the candidate's ability to be adaptable, persuasive, and analytical, while leveraging the company's resources for continuous learning.

💡 Interview Preparation

Strategy Questions:

• "Describe a complex process you analyzed and redesigned. What was your approach, what tools did you use, and what were the quantifiable results?" (Focus on methodology, tools like Visio/ARIS, and ROI).

• "How do you build a compelling business case for a process transformation initiative? What are the key elements you include?" (Emphasize benefits, costs, risks, and strategic alignment).

• "How do you approach gaining buy-in from diverse stakeholders who may have conflicting priorities or be resistant to change?" (Highlight facilitation, communication, and influence strategies). Company & Culture Questions:

• "What do you know about Bank of America's commitment to Responsible Growth and how does that influence your approach to process design?" (Show you understand the company's core values).

• "How do you see the role of an in-office culture in driving operational excellence and collaboration?" (Address the work environment expectations).

• "Describe a time you had to adapt your process design recommendations based on new information or stakeholder feedback." (Demonstrate flexibility and problem-solving). Portfolio Presentation Strategy:

• Storytelling: Frame your portfolio pieces as narratives: the problem (current state), the solution (your design/recommendation), and the impact (results).

• Quantification: For every project, be ready to present key metrics and demonstrate ROI. Use clear charts and graphs.

• Tool Demonstration: Be prepared to briefly explain your process mapping approach using Visio or ARIS principles, even if you don't have live access during the interview.

• Conciseness: Focus on 2-3 of your most relevant and impactful projects. Tailor your presentation to the specific requirements of the Process Design Consultant role at Bank of America.

📝 Enhancement Note: Interviews for this role will likely involve a blend of technical assessment (process mapping, data analysis), strategic thinking (business cases, transformation), and behavioral evaluation (collaboration, change management). Candidates should prepare specific examples that showcase their ability to deliver tangible business value through process improvements.

📌 Application Steps

To apply for this operations position:

• Submit your application through the Bank of America careers portal via the provided link.

• Tailor your resume: Highlight experience in process design, strategy, transformation, and operational excellence. Quantify achievements using metrics and keywords from the job description (e.g., Visio, ARIS, business case development, Six Sigma).

• Prepare your portfolio: Curate 2-3 key projects that best demonstrate your skills in process mapping, analysis, business case development, and implementation. Be ready to present these clearly and concisely, emphasizing business impact.

• Research Bank of America: Understand their "Responsible Growth" strategy, their focus on client experience, and their commitment to operational excellence within Wealth Management Operations.

• Practice interview questions: Prepare STAR method responses for behavioral questions and be ready to discuss your process design methodology and portfolio examples in detail.

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