Portfolio Manager – Client Experience, Insights

Bank of America

Portfolio Manager leading strategic initiatives to enhance client experience across business segments at Bank of America. Managing projects and collaborating with leadership for improved engagement metrics.

Posted 7/31/2026full-timeHunt Valley • Maryland, Nevada, New York, Rhode Island, Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $127,000 - $161,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing operational performance and driving strategic initiatives through effective communication and stakeholder engagement. Proficient in analyzing complex business data to inform decision-making and enhance both associate and client experiences.

Highest-signal resume keywords

Operations ManagementCross-Functional Project LeadershipAnalytical SkillsStakeholder InfluenceExecutive-Level Communication

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Written CommunicationVerbal CommunicationInfluencing Skills

Industry Keywords

Business Performance MetricsChange InitiativesProcess MonitoringPolicy ManagementTechnology Improvements

About the role

Key responsibilities & impact

Manages and drives success around line of business performance in key operational and high risk metrics through detailed routines, initiatives, and technology improvements
Serves as a primary contact to executive leadership and key partners to communicate change initiatives and gain support for the execution of projects and programs
Monitors process or key metric performance to identify issues and proactively offers solutions to mitigate risk
Hosts and actively participates in critical line of business meetings to provide regular updates on change initiatives and performance requirements and influences others to help drive success
Manages strategies and controls to address policy, technology, environmental, and operational gaps
Acts as a subject matter expert for all line of business products to help design procedures, policies, or career progression models that will enhance the associate and client experience
Leads people that help support cross functional and high impact strategic initiatives, either directly or through dotted line engagement

Requirements

What you’ll need

2 + years of experience within Operations and/or related work experience
Demonstrated experience leading complex cross-functional projects or strategic initiatives.
Strong analytical skills with the ability to interpret complex business data and translate it into insights.
Proven ability to influence stakeholders and drive alignment across diverse teams.
Exceptional written and verbal communication skills with experience presenting to senior leadership.
Highly proficient in executive-level presentations, narratives, and strategic communications.

Benefits

Comp & perks

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