Process Design Consultant I

Bank of America; Addison (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a Process Advisor within Wealth Management Operations to advance operational excellence across end-to-end processes. You will partner with Process Owners and senior leaders to document, govern, and improve processes, deliver strategic recommendations, and support business transformation initiatives in a compliant, risk-aware environment.

The role requires strong collaboration, analytical thinking, and the ability to manage a diverse portfolio of improvement

Qualifications

• 5+ years of process design experience including process, people, and technology design.
• Advanced process mapping skills using Visio or ARIS; Single Process Inventory.
• Understanding of Enterprise Process Management Policy & Standard; Facilitation skills to lead cross-functional teams.
• 3+ years of strategic planning experience including multi-year plans and business cases.
• Basic awareness of technology capabilities.

Responsibilities

• Govern and document processes to support decision-making, regulatory compliance, audit readiness, and operational excellence.
• Maintain process inventories and governance artifacts, strengthening accountability and oversight.
• Serve as SME on the SPI, POP, and Enterprise Process Management framework.
• Facilitate process assessments, workshops, and walk-the-process activities to document current-state processes.
• Develop future-state recommendations and operating models; assess cross-functional impacts.
• Track and report on opportunity progress, outcomes, and organizational impacts to leadership.

Skills

Process governance

Documentation

Process mapping

Facilitation

Data visualization

Critical thinking

Data collection

Strategic thinking

Tools

Visio

ARIS

Single Process Inventory (SPI)

MS Excel

MS PowerPoint

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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 analyzing processes, documenting business case opportunities, and implementing process improvement/transformation initiatives in support of Operational Excellence objectives. Key responsibilities include supporting the execution of change initiatives which may result in cost efficiencies, quality, productivity, and risk mitigation. Job expectations include working with business leaders and subject matter experts, ensuring collaboration and transparency across integrated business and technology teams, and driving execution of solutions within the budget and timeline.

LOB Description

Wealth Management Operations (WMO) provides end-to-end operational support for Merrill, Private Bank, and Workplace Benefits. The Strategy & Transformation Team within WMO leads the evolution and integration of Operational Excellence across the organization. The team drives strategic initiatives focused on improving Wealth Management Operations through process management, process analysis, governance, and continuous improvement practices. The team partners closely with Process Owners, Senior Leaders, Business Controls, Change Management, and Project Delivery teams to ensure compliance with Enterprise Process Management Policy while identifying opportunities to improve operational effectiveness, reduce risk, and enable strategic transformation. The Process Advisor serves as a trusted consultant and advisor to Process Owners and business leaders. This role is responsible for assessing, documenting, governing, and improving end-to-end business processes while providing strategic recommendations that support operational excellence and organizational objectives. The role combines process expertise, analytical thinking, facilitation, and advisory leadership to help leaders make informed decisions and implement sustainable process improvements.

Responsibilities

• Process Governance & Documentation
• Partner with Process Owners to build, maintain, and continuously improve comprehensive process documentation that supports decision-making, regulatory compliance, audit readiness, and operational excellence.
• Ensure adherence to Enterprise Process Management Policy, Standards, and governance requirements.
• Maintain ownership alignment, process inventories, and process governance artifacts while identifying opportunities to strengthen accountability and oversight.
• Serve as a subject matter expert on the Single Process Inventory (SPI), Process Owner Portal (POP), and Enterprise Process Management framework.

Process Analysis & Improvement

• Facilitate process assessments, workshops, and walk-the-process activities to document current-state processes and identify pain points, risks, inefficiencies, and improvement opportunities.
• Apply process management methodologies and tools to evaluate operational performance and identify opportunities to improve client experience, operational efficiency, risk management, and organizational effectiveness.
• Develop future-state process recommendations and contribute to the design of target-state operating models.
• Assess upstream, downstream, and cross-functional process impacts to ensure recommendations support end-to-end process optimization.
• Serve as a trusted advisor to Process Owners, Senior Leaders, and business partners by providing process expertise, recommendations, and insights that support strategic decision-making.
• Manage and continuously refine a portfolio of process improvement opportunities across assigned processes and SPIs.
• Track and report on opportunity progress, outcomes, and organizational impacts to support leadership decision-making.

Required Qualifications

• 5+ years of process design experience including process, people, and technology design Advanced process mapping skills using Visio or ARIS Single Process Inventory
• Understanding of Enterprise Process Management Policy & Standard Proficient facilitation skills, able to lead and influence cross functional teams
• Avid learner comfortable navigating new situations with high degrees of complexity
• Proficient with MS Excel to conduct data analysis that yields new process insights Expert with MS PowerPoint to construct and deliver presentations that enable others to grasp and embrace new concepts and outcomes3+ years of strategic planning experience including multi-year plans and business cases
• Possesses a basic awareness of technology capabilities

Skills

• Active Listening
• Data Collection and Entry
• Process Mapping
• Project Management
• Reporting
• Continuous Improvement
• Critical Thinking
• Data VisualizationProcess Design
• Strategic Thinking
• Administrative Services
• Business Process Analysis
• Process Effectiveness
• Process Performance Measurement
• Process Simplification

Shift

1st shift (United States of America)

Hours Per Week

40