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Wealth Strategic Execution and Business Management Lead
Wealth Strategic Execution and Business Management LeadTruist • Charlotte, NC, US
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Wealth Strategic Execution and Business Management Lead

Wealth Strategic Execution and Business Management Lead

Truist • Charlotte, NC, US
1 day ago
Job type
  • Full-time
  • Part-time
  • Temporary
Job description

Overview

This role will report to the Wholesale Business Management Lead and provide dedicated, aligned support to one of the Wholesale Banking LOB leaders (e.g., Corporate & Investment Banking, Wealth, etc.). The LOB Strategic Execution and Business Management Lead will support the LOB leadership team around strategy, key initiatives, operating routines, and "run the business" activities. This role will partner closely with other LOB Strategic Execution and Business Management Leads as well as functional leaders within Wholesale Strategic Execution and Business Management. This role may manage a team.

Essential Duties and Responsibilities

  • Working with the LOB leader to develop business strategy and drive performance
  • Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to identify, prioritize, and execute initiatives and key deliverables
  • Leading meetings, advisory councils, and steering committees to facilitate decision-making and support implementation of recommendations aligned with LOB objectives
  • Driving the agenda and approach for operating routines including LOB leadership meetings and business reviews
  • Preparing presentations for LOB leader, including regular town halls, leadership meetings, and leadership offsites
  • Executing on "run the business" activities including meetings, events & client engagement, business overviews, headcount tracking and management, HR initiatives, etc.
  • Partnering with functional partners including finance, HR, credit & risk management, legal & compliance, marketing & communications, events, and technology
  • Partner with leadership, HR, and sales enablement teams to ensure compensation & incentive structures are aligned to business strategies
  • Creating a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect

Required Qualifications

  • 12+ years overall experience and background in strategic planning, consulting, and investment banking preferred
  • Prior experience and / or understanding of Wholesale Banking fundamentals, including product and service capabilities, organizational structure and alignment, and internal process / systems / data
  • 4+ years of credit, portfolio, and / or relationship management experience
  • Strong knowledge and experience in strategic planning and execution, including creating and executing comprehensive plans associated with business mergers, conversions, product changes, technology releases, policy changes, and line of business strategic plans
  • Strong critical thinking skills combined with strategic business focus
  • Proven ability to cultivate strong relationships and execute growth initiatives across lines of business including commercial banking, commercial real estate, corporate & investment banking, and wealth management
  • Ability to influence, partner, and negotiate with senior business leaders to resolve conflicts and gain commitment to accomplish business goals
  • Demonstrated experience fostering strong partnership, promoting teamwork, and building an inclusive culture
  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
  • Sense of urgency and ability to multi-task and manage competing projects in a deadline-driven environment
  • Excellent verbal, written, and interpersonal communication skills
  • Passion for results and personal accountability for achievement
  • Ability to translate and present complex data in a manner that educates, enhances understanding, and influences decisions
  • Advanced skills in data visualization and storytelling
  • Ability to successfully operate in a complex and matrixed environment
  • Benefits

    General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and / or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

    EEO notice : Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

    Employment details

  • Employment type : Full-time
  • Seniority level : Not Applicable
  • Job function : Finance and Sales
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    Wealth Management • Charlotte, NC, US

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