Portfolio Manager - Client Experience & Insights
Company: Bank of America
Location: Charlotte
Posted on: April 6, 2026
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Job Description:
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. 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! Role Description The Portfolio Manager for Client Experience &
Insights will lead strategic initiatives designed to improve and
elevate client experience across multiple business segments. This
role is responsible for identifying high-impact opportunities,
defining project scope, and driving execution of initiatives that
improve client experience metrics and engagement. The ideal
candidate combines strategic thinking, strong analytical
capabilities, and exceptional communication skills. They will
partner closely with leadership to shape client services messaging,
translate complex business data into actionable insights, and
develop compelling narratives that influence key stakeholders and
drive meaningful business outcomes. This role requires the ability
to integrate data, strategy, and storytelling to inform decisions
and align leadership around initiatives that enhance the client
journey. Key Responsibilities Identify and scope strategic
initiatives aimed at improving client experience scores across
multiple business segments. Partner with business leaders to
translate insights into actionable programs that improve engagement
and client experience. Collaborate with leadership to craft clear,
high-impact messaging around client services strategy and
initiatives. Present complex business insights and strategic
recommendations in a clear, compelling, and concise manner. Craft
clear narratives that connect data insights, strategic initiatives,
and client outcomes. Required Qualifications Demonstrated
experience leading complex cross-functional projects or strategic
initiatives. Strong analytical skills with the ability to interpret
complex business data and translate it into insights. Proven
ability to influence stakeholders and drive alignment across
diverse teams. Exceptional written and verbal communication skills
with experience presenting to senior leadership. Highly proficient
in executive-level presentations, narratives, and strategic
communications. 2 years of experience within Operations / related
work experience Desired Qualifications Consumer Banking experience
Program & Project Management Skills Business Process Analysis
Customer and Client Focus Project Management Risk Management
Strategy Planning and Development Controls Management Process
Design Process Simplification Stakeholder Management Strategic
Thinking Analytical Thinking Change Management Influence Innovative
Thinking Presentation Skills Enterprise Description This job is
responsible for managing portfolio/programs specific to change
initiatives, providing a products and services, or executing a
function. Key responsibilities include leading cross-functional
strategic initiatives for a line of business by ensuring delivery
of outcomes from portfolio investments. Job expectations include
using a business centric mindset with sound judgment and a tailored
approach to communicating and influencing both vertically and
horizontally to drive results, while prioritizing risk management
and strategy development. Shift: 1st shift (United States of
America) Hours Per Week: 40 Pay Transparency details US - MD - Hunt
Valley - 11333 MCCORMICK RD - HUNT VALLEY II (MD5032), US - NV -
Las Vegas - 1351 N Town Center Dr (NV1507), US - NY - Utica - 5701
Horatio St - 5701 Horatio Arterial (NY7501), US - RI - Riverside -
3400 Pawtucket Ave - East Providence Call Center (RI1530) Pay and
benefits information Pay range $127,000.00 - $158,000.00 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.
Keywords: Bank of America, Greenville , Portfolio Manager - Client Experience & Insights, Accounting, Auditing , Charlotte, South Carolina
