Process Design Consultant - Strategy and Transformation

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

Job summary

Bank of America in Jacksonville is seeking a Process Design Consultant to advance Operational Excellence within Wealth Management Operations. You will analyze processes, document opportunities, and drive improvement initiatives across business and technology teams.

The role requires collecting information, building business cases, and delivering structured, design-oriented solutions with measurable benefits.

Qualifications

• 5+ years of process design experience across people, process, and technology.
• Advanced process mapping using Visio or ARIS.
• Strong facilitation and cross-functional leadership.
• Experienced in MS Excel for data analysis.
• MS PowerPoint to build clear business case presentations.
• 3+ years of strategic planning and multi-year roadmaps.
• Basic awareness of technology capabilities.

Responsibilities

• Implements low to moderately complex solutions to reduce costs and improve quality.
• Collaborate with business leaders to gather information for solutions.
• Apply process engineering best practices to deliver reusable tech solutions.
• Create SIPOC, RACI, risk assessments, and control plans.
• Translate issues into design-oriented business cases.
• Support enterprise change-management deliverables for major projects.

Skills

Process mapping

MS Excel

MS PowerPoint

Facilitation

Data analysis

Project management

Strategic thinking

Data visualization

Process design

Critical thinking

Tools

Visio

ARIS

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.

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.

Line of Business Job Description

Wealth Management Operations (WMO) provides end-to end operational support of Merrill, Private Bank, and Workplace Benefits. The Strategy and Transformation Team within WMO leads the evolution and full integration of the Operational Excellence program within the organization. The team leads strategic work efforts geared toward improving Wealth Management Operations using process analysis techniques and supports Process Owners (PO) to drive recommendations on strategic direction and compliance with the Enterprise Process Management Policy. Through collaboration with WMO Senior Leaders, Process Owners, WMO Business Controls, and Change Management and Project Delivery, a process design consultant on this team will:

• Support Process Owners in building and maintaining comprehensive process documentation to enable decision making, provide proof of regulatory compliance, and to sustain continuous process improvement
• Promote and facilitate the use of process management principles and tools to assess processes and aid in the identification of process improvement opportunities including: documenting current state processes, identifying pain points, and developing target state solution recommendations
• Manage the pipeline and continuous refinement of process improvement opportunities to build compelling business cases that allow leaders to understand the benefits, costs, and justification of implementing change

Responsibilities

Implements low to moderately complex solutions to address issues and risks, optimize efficiency, reduce variability, and improve controls, quality, and sustainability. Works directly with Line of Business partners to gather information needed to identify and implement solutions that resolve critical business challenges and opportunities. Establishes a model for continuous process improvement by applying process engineering best practices and delivering reusable technology solutions. Leverages analytics and critical thinking to solve complex business problems and translate issues into structured design oriented solutions with clearly defined business case benefits. Supports the development of enterprise change management deliverables for material projects including project charters, Suppliers, Inputs, Outputs, and Customers (SIPOC), Responsible, Accountable, Consulted, and Informed (RACI) process maps, risk assessments, control plans, and related artifacts.

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 and 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 outcomes
• 3+ years of strategic planning experience including multi-year plans and business cases
• Possesses a basic awareness of technology capabilities

Desired Qualifications

• Six Sigma Black / Green Belt certification
• Process Owner certification
• Experience managing or supporting operations
• Wealth Management Operations Financial Services

Skills

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

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift: 1st shift (United States of America) Hours Per Week: 40 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

Learn about our four values that represent what we believe.

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency