The Portfolio Manager for Client Experience & Insights will lead strategic initiatives designed to ... Serves as a primary contact to executive leadership and key partners to communicate change ...
The Portfolio Manager for Client Experience & Insights will lead strategic initiatives designed to ... Serves as a primary contact to executive leadership and key partners to communicate change ...
The Portfolio Manager for Client Experience & Insights will lead strategic initiatives designed to ... Serves as a primary contact to executive leadership and key partners to communicate change ...
The Portfolio Manager for Client Experience & Insights will lead strategic initiatives designed to ... Serves as a primary contact to executive leadership and key partners to communicate change ...
... Executive Wealth Services team. Key responsibilities include focusing on deepening client ... Client Experience, including access to the full array of Private Bank and Bank of America ...
... Executive Wealth Services team. Key responsibilities include focusing on deepening client ... Client Experience, including access to the full array of Private Bank and Bank of America ...
... Executive Wealth Services team. Key responsibilities include focusing on deepening client ... Client Experience, including access to the full array of Private Bank and Bank of America ...
... Executive Wealth Services team. Key responsibilities include focusing on deepening client ... Client Experience, including access to the full array of Private Bank and Bank of America ...
Manager of Client Experience & Business Services
Sarasota, FL · On-site
$25.25 - $30.25/hr
The individual acts as a trusted partner to the wealth management team and executive leadership ... experience. * Coordinate client meetings, prepare conference rooms, and manage meeting logistics ...
Quick apply
Manager of Client Experience & Business Services
Sarasota, FL · On-site
$25.25 - $30.25/hr
The individual acts as a trusted partner to the wealth management team and executive leadership ... experience. * Coordinate client meetings, prepare conference rooms, and manage meeting logistics ...
Client Executive
Miami, FL · Remote
$83K - $150K/yr
Position Client Executive Reports To: Associate Director - Business Sales Director - Outside Sales ... Experience selling complex managed network and security solutions * Strong network of C-level ...
Client Executive
Miami, FL · Remote
$83K - $150K/yr
Position Client Executive Reports To: Associate Director - Business Sales Director - Outside Sales ... Experience selling complex managed network and security solutions * Strong network of C-level ...
Client Executive/Principal
$71K - $97K/yr
The Client Executive will serve as a top-level manager in a successful, growing firm. They will ... Must have prior K12 and/or Higher Education experience to be considered.
Client Executive/Principal
$71K - $97K/yr
The Client Executive will serve as a top-level manager in a successful, growing firm. They will ... Must have prior K12 and/or Higher Education experience to be considered.
Client Executive/Principal
Fort Myers, FL · On-site
$71K - $97K/yr
The Client Executive will serve as a top-level manager in a successful, growing firm. They will ... Must have prior K12 and/or Higher Education experience to be considered.
Client Executive/Principal
Fort Myers, FL · On-site
$71K - $97K/yr
The Client Executive will serve as a top-level manager in a successful, growing firm. They will ... Must have prior K12 and/or Higher Education experience to be considered.
Client Executive
Orlando, FL · Remote
$83K - $150K/yr
Position Client Executive Reports To: Associate Director - Business Sales Director - Outside Sales ... Experience selling complex managed network and security solutions * Strong network of C-level ...
Client Executive
Orlando, FL · Remote
$83K - $150K/yr
Position Client Executive Reports To: Associate Director - Business Sales Director - Outside Sales ... Experience selling complex managed network and security solutions * Strong network of C-level ...
Client Executive
Tampa, FL · Remote
$83K - $150K/yr
Position Client Executive Reports To: Associate Director - Business Sales Director - Outside Sales ... Experience selling complex managed network and security solutions * Strong network of C-level ...
Client Executive
Tampa, FL · Remote
$83K - $150K/yr
Position Client Executive Reports To: Associate Director - Business Sales Director - Outside Sales ... Experience selling complex managed network and security solutions * Strong network of C-level ...
Client Executive
Orlando, FL · On-site
$71K - $97K/yr
The Client Executive generates revenue through consultative selling and account management for new ... Experience selling complex managed network and security solutions * Strong network of C-level ...
Client Executive
Orlando, FL · On-site
$71K - $97K/yr
The Client Executive generates revenue through consultative selling and account management for new ... Experience selling complex managed network and security solutions * Strong network of C-level ...
Sales & Client Experience Coordinator - Miami / Hybrid
Miami, FL · On-site
$22 - $26/hr
Sales & Client Experience Coordinator Miami, FL - Hybrid · Full Time, Non-Exempt · Reports to Senior Account Executive in Miami, FL · This is a primarily in-office position out of Nuage Design ...
Quick apply
Sales & Client Experience Coordinator - Miami / Hybrid
Miami, FL · On-site
$22 - $26/hr
Sales & Client Experience Coordinator Miami, FL - Hybrid · Full Time, Non-Exempt · Reports to Senior Account Executive in Miami, FL · This is a primarily in-office position out of Nuage Design ...
Establish formal customer feedback programs including advisory boards, executive councils, user ... client retention * Experience prioritizing investments based on customer demand, business value ...
Establish formal customer feedback programs including advisory boards, executive councils, user ... client retention * Experience prioritizing investments based on customer demand, business value ...
Establish formal customer feedback programs including advisory boards, executive councils, user ... client retention * Experience prioritizing investments based on customer demand, business value ...
Establish formal customer feedback programs including advisory boards, executive councils, user ... client retention * Experience prioritizing investments based on customer demand, business value ...
Client Executive
Jacksonville, FL · On-site
$70K - $96K/yr
Overview At Gallagher, we're looking for a Client Executive to join our team. This role is all ... Previous experience in managing client relationships essential. * Must possess strong written and ...
Client Executive
Jacksonville, FL · On-site
$70K - $96K/yr
Overview At Gallagher, we're looking for a Client Executive to join our team. This role is all ... Previous experience in managing client relationships essential. * Must possess strong written and ...
As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise ...
As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise ...
As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise ...
As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise ...
As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise ...
As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise ...
Executive Assistant
Jacksonville, FL · On-site
Position Overview Our distinguished, highly-awarded law firm client is seeking an experienced and polished Executive Assistant to provide direct, high-level support to a Senior Managing Partner whose ...
Executive Assistant
Jacksonville, FL · On-site
Position Overview Our distinguished, highly-awarded law firm client is seeking an experienced and polished Executive Assistant to provide direct, high-level support to a Senior Managing Partner whose ...
Executive Assistant
Ponte Vedra Beach, FL · On-site
Executive Assistant Our distinguished, highly-awarded law firm client is seeking an experienced and polished Executive Assistant to provide direct, high-level support to a Senior Managing Partner ...
Executive Assistant
Ponte Vedra Beach, FL · On-site
Executive Assistant Our distinguished, highly-awarded law firm client is seeking an experienced and polished Executive Assistant to provide direct, high-level support to a Senior Managing Partner ...
Client Experience Executive information
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Portfolio Manager - Client Experience & Insights
Tampa, FL • On-site
Full-time
PTO
Re-posted 6 days ago
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 is core to how we drive Responsible Growth. This includes our commitment to being an 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
This job is responsible for managing portfolio/programs specific to change initiatives, providing a products and services, or executing a function. Key responsibilities include leading cross-functional strategic initiatives for a line of business by ensuring delivery of outcomes from portfolio investments. Job expectations include using a business centric mindset with sound judgment and a tailored approach to communicating and influencing both vertically and horizontally to drive results, while prioritizing risk management and strategy development.
The Portfolio Manager for Client Experience & Insights will lead strategic initiatives designed to improve and elevate client experience across multiple business segments. This role is responsible for identifying high-impact opportunities, defining project scope, and driving execution of initiatives that improve client experience metrics and engagement. The ideal candidate combines strategic thinking, strong analytical capabilities, and exceptional communication skills. They will partner closely with leadership to shape client services messaging, translate complex business data into actionable insights, and develop compelling narratives that influence key stakeholders and drive meaningful business outcomes. This role requires the ability to integrate data, strategy, and storytelling to inform decisions and align leadership around initiatives that enhance the client journey.
Responsibilities:
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
Additional LOB Responsibilities:
Identify and scope strategic initiatives aimed at improving client experience scores across multiple business segments.
Partner with business leaders to translate insights into actionable programs that improve engagement and client experience.
Collaborate with leadership to craft clear, high-impact messaging around client services strategy and initiatives.
Present complex business insights and strategic recommendations in a clear, compelling, and concise manner.
Craft clear narratives that connect data insights, strategic initiatives, and client outcomes
Required Qualifications:
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.
Desired Qualifications
Consumer Banking experience
Program & Project Management
Skills
Business Process Analysis
Customer and Client Focus
Project Management
Risk Management
Strategy Planning and Development
Controls Management
Process Design
Process Simplification
Stakeholder Management
Strategic Thinking
Analytical Thinking
Change Management
Influence
Innovative Thinking
Presentation Skills
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY II (MD5032), US - NV - Las Vegas - 1351 N Town Center Dr (NV1507), US - NY - Utica - 5701 Horatio St - 5701 Horatio Arterial (NY7501), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530), US - VA - Richmond - 8011 VILLA PARK DR - VILLA PARK OPS CENTER BLDG B (VA2125)Pay and benefits informationPay range$127,000.00 - $161,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.