Bank of America GWIM Strategic Initiatives in New York, New York

Job Description:

The Global Wealth & Investment Management (“GWIM”) Strategic Initiatives team provides objective, actionable, and trusted strategic recommendations to the GWIM leadership team. The team is responsible for the development of business strategies that drive responsible growth and deliver value for shareholders. Its members work directly with GWIM executives and business leaders, and often in collaboration with other Lines of Business to ensure strategic integration across Bank of America.

The Vice President will report to the Managing Director, GWIM Strategic Initiatives, based in New York.

Job Responsibilities

  • Lead individual projects to develop GWIM strategy (e.g., shaping overall business direction, market participation, pricing strategy, client segment / channel strategy)

  • Develop strategic and analytical frameworks to analyze complex business problems

  • Conduct primary, secondary research and competitive analyses (e.g., product, financial performance, market positioning, etc.)

  • Perform data analyses to drive insights and inform recommendations (e.g., financial modeling, cost / profitability analysis)

  • Synthesize research / analyses, and develop concise and effective presentations

  • Directly interact with senior executives within GWIM

  • Present recommendations and facilitate senior leadership discussions


  • 6-10 years overall professional experience; 4+ years relevant experience in a corporate development or strategy group of a leading financial services, top management consulting firm, investment bank or private equity firm

  • Knowledge of financial services, wealth management and / or investment banking and capital markets

  • Strong leadership skills; team player / mentor / motivator / thought leader who is able to bring together people and perspectives to reach new solutions, build confidence and trust with colleagues across all levels of the organization

  • Comfortable with effectively navigating a multi-faceted financial institution with a complex range of products and a wide array of personnel

  • Entrepreneurial initiative, determination and energy to contribute, coupled with a commitment to the highest quality standards and attention to detail

  • Strong relationship building skills given the breadth of the organization and the team’s close collaboration with key stakeholders throughout the firm

  • Excellent communication, interpersonal and leadership skills

  • Team player, ability to collaborate across multifunctional teams

  • Self-starter, high energy and detail oriented

  • Ability to work with, and adjust to, changing deadlines

Posting Date : 06/19/2017

Location : US-NY-New York

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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