Treasury Product Manager - Platform Transformation Specialist

Bank of America; New York (NY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Treasury Product Manager to lead platform transformation initiatives. This role is pivotal in enhancing client experiences through innovative treasury solutions, focusing on seamless client migration and operational excellence. You will collaborate with cross-functional teams to shape the future of treasury management, ensuring alignment with business goals and regulatory requirements. If you are a forward-thinking individual with a passion for driving change and improving client interactions, this opportunity offers the chance to make a significant impact in a dynamic environment.

Qualifications

• Minimum of 6 years’ experience in platform strategy or client migration.
• Proven success managing large-scale transformation projects.

Responsibilities

• Support client migration initiatives with minimal disruption.
• Drive platform strategy and enhance user experience.

Skills

Problem-Solving Skills

Organizational Skills

Project Management Skills

Verbal Communication Skills

Agile Principles

Education

Bachelor’s degree or equivalent experience

Tools

Jira

Confluence

MS Office Suite

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:

Support client migration initiatives as part of a broader platform transformation strategy, ensuring smooth transitions with minimal disruption to both client and internal operations

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

Help drive creation, evolution, and execution of card platform strategy, focusing on providing a seamless, user-friendly experience for clients

Establish and track key performance indicators (KPIs) to measure the success of platform strategies, making data-driven adjustments to optimize outcomes

Implement a Voice of Client / Voice of Associate framework to align platform strategies with user needs, continuously integrating feedback into the platform development process

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.

Promote the platform strategy by creating engaging content, socializing the strategy with key stakeholders, and driving adoption through training and communications

Build and maintain strong relationships with business leads, technology teams, and external partners to ensure alignment and drive successful execution of the platform roadmap

Deliver on platform enhancements, improving user experience and expanding client self-service options

Required Qualifications:

Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

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

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

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

Minimum of 6 years’ experience in platform strategy, transformation, or client migration efforts, ideally within financial services or the card industry

Proven success managing multi-year, large-scale transformation or integration projects

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

Strong sense of intellectual curiosity and the drive to deliver results

Exceptional skills in collaborating with diverse teams and stakeholders. Proficient in translating complex strategies into clear, concise messaging for various audiences.

Manage multiple projects and deadlines simultaneously

Create and present strategies to senior leadership

Experience working with cross-functional teams across global time zones, fostering strong working relationships

A team player who adapts to changing priorities, with demonstrated leadership in driving initiatives and overcoming project challenges

Agile principles and tools (e.g., Jira, Confluence) knowledge

A highly motivated individual who can thrive in ambiguous environments and strives to deliver high-impact results while continuously improving

A customer-first approach, always seeking to enhance client experiences and drive business growth

Ability to work in-office 3 days per week

Desired Qualifications:

Bank of America or similar financial institution knowledge

Various platform strategies across the industry knowledge

Minimum Educational Requirements: Bachelor’s degree or equivalent experience

Skills:

Problem-Solving Skills

Organizational Skills

Project Management Skills

Verbal Communication Skills

MS Office Suite (PowerPoint, Excel, Word, Visio)