Treasury Product Manager - Platform Transformation Specialist

Bank of America; New York (NY); On-site; USD 105,000 - 167,000; Full time

Job summary

An established industry player is seeking a Treasury Product Manager to lead platform transformation initiatives. This role offers the chance to innovate treasury solutions by collaborating with diverse teams, ensuring seamless client experiences, and driving operational excellence. Candidates should have a strong background in platform strategy and client migration, with a focus on enhancing user experience through data-driven insights. Join a team that values collaboration and is dedicated to making a positive impact in the financial sector. If you are a motivated self-starter with a passion for innovation, this is the perfect opportunity for you.

Benefits

Industry-leading benefits

Access to paid time off

Discretionary incentive eligibility

Support for employee wellness

Qualifications

• 6+ years of experience in platform strategy or client migration efforts.
• Strong blend of business and technical acumen with deep platform knowledge.

Responsibilities

• Support client migration initiatives ensuring smooth transitions.
• Drive creation and execution of card platform strategy for user-friendly experience.

Skills

Problem-Solving Skills

Organizational Skills

Project Management Skills

Verbal Communication Skills

Written Communication Skills

MS Office Suite

Education

Bachelor’s degree or equivalent experience

Tools

Jira

Confluence

Job description

Treasury Product Manager - Platform Transformation Specialist

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 a diverse and 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!

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

The Commercial Card Product Development team plays a pivotal role in managing and shaping the commercial card platforms that define how our corporate clients engage with our products. This role is crucial in driving the transformation of our digital platforms, simplifying the client experience, identifying opportunities for operational excellence, and streamlining client access to our tools. As a Platform Transformation Specialist, you will collaborate closely with cross-functional teams—including product partners, sales, operations, and technology— to drive and execute the vision, strategy, design, and integration of our platform ecosystem. You will reimagine the future of our platforms, ensuring they meet both business goals and regulatory requirements while offering an intuitive, cohesive experience for our clients.

Responsibilities:

1. Support client migration initiatives as part of a broader platform transformation strategy, ensuring smooth transitions with minimal disruption to both client and internal operations
2. Develop a standardized migration framework that can be adopted across the business, ensuring consistency and acting as the subject matter expert for platform and/or product migrations
3. Help drive creation, evolution, and execution of card platform strategy, focusing on providing a seamless, user-friendly experience for clients
4. Establish and track key performance indicators (KPIs) to measure the success of platform strategies, making data-driven adjustments to optimize outcomes
5. Implement a Voice of Client / Voice of Associate framework to align platform strategies with user needs, continuously integrating feedback into the platform development process
6. Drive continuous improvement by staying ahead of industry trends and competitive insights, challenging the status quo, and proactively driving innovation based on client expectations and emerging technologies.
7. Promote the platform strategy by creating engaging content, socializing the strategy with key stakeholders, and driving adoption through training and communications
8. Build and maintain strong relationships with business leads, technology teams, and external partners to ensure alignment and drive successful execution of the platform roadmap
9. Deliver on platform enhancements, improving user experience and expanding client self-service options

Required Qualifications:

1. Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
2. Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
3. Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
4. Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
5. Minimum of 6 years’ experience in platform strategy, transformation, or client migration efforts, ideally within financial services or the card industry
6. Proven success managing multi-year, large-scale transformation or integration projects
7. Strong blend of business and technical acumen, with a deep understanding of platforms, integration methodologies (e.g. APIs), and the ability to convert client and associate feedback into actionable strategies
8. Strong sense of intellectual curiosity and the drive to deliver results
9. Exceptional skills in collaborating with diverse teams and stakeholders. Proficient in translating complex strategies into clear, concise messaging for various audiences.
10. Manage multiple projects and deadlines simultaneously
11. Create and present strategies to senior leadership
12. Experience working with cross-functional teams across global time zones, fostering strong working relationships
13. A team player who adapts to changing priorities, with demonstrated leadership in driving initiatives and overcoming project challenges
14. Agile principles and tools (e.g., Jira, Confluence) knowledge
15. A highly motivated individual who can thrive in ambiguous environments and strives to deliver high-impact results while continuously improving
16. A customer-first approach, always seeking to enhance client experiences and drive business growth
17. Ability to work in-office 3 days per week

Desired Qualifications:

1. Bank of America or similar financial institution knowledge
2. Platform strategy expertise
3. Various platform strategies across the industry knowledge

Minimum Educational Requirements: Bachelor’s degree or equivalent experience

Skills:

1. Problem-Solving Skills
2. Organizational Skills
3. Project Management Skills
4. Verbal Communication Skills
5. Written Communication Skills
6. MS Office Suite (PowerPoint, Excel, Word, Visio)

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details:

Pay range: $105,000.00 - $166,200.00 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.

About the company

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.