Talent.com
Wealth Strategic Execution and Business Management Lead
Wealth Strategic Execution and Business Management LeadTruist • Charlotte, NC, US
No se aceptan más aplicaciones
Wealth Strategic Execution and Business Management Lead

Wealth Strategic Execution and Business Management Lead

Truist • Charlotte, NC, US
Hace 23 horas
Tipo de contrato
  • A tiempo completo
  • A tiempo parcial
  • Temporal
Descripción del trabajo

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
  • J-18808-Ljbffr

    Crear una alerta de empleo para esta búsqueda

    Wealth Management • Charlotte, NC, US

    Ofertas relacionadas
    Digital Channel Strategy Execution Lead

    Digital Channel Strategy Execution Lead

    Staffing • Charlotte, NC, US
    A tiempo completo
    Digital Channel Strategy Execution Lead.Location : Atlanta, GA / Charlotte, NC 4 Days (Onsite).Duration : 18 Months - Contract To Hire. Business Initiative / Purpose : (Goal, Business Impact, Accomplishme...Mostrar más
    Última actualización: hace 15 días • Oferta promocionada
    Wealth Management Client Relationship Manager

    Wealth Management Client Relationship Manager

    North Carolina Staffing • Charlotte, NC, US
    A tiempo completo
    Wealth Client Relationship Manager.Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with ou...Mostrar más
    Última actualización: hace 2 días • Oferta promocionada
    Regional Director - Financial / Wealth Management

    Regional Director - Financial / Wealth Management

    Claire Myers Consulting • Charlotte, NC, US
    A tiempo completo
    Regional Director – Financial / Wealth Management.Compensation : $300,000 - $400,000 (base salary+ performance-based incentives). Our client is a high-performing financial and wealth management f...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Business Development Executive

    Business Development Executive

    Local Infusion • Charlotte, NC, US
    A tiempo completo
    Business Development Executive : .Local Infusion is a venture-backed healthcare company shaping the way care is delivered to patients with chronic autoimmune disease on specialty infusion medications...Mostrar más
    Última actualización: hace 16 días • Oferta promocionada
    Wealth Strategist

    Wealth Strategist

    North Carolina Staffing • Charlotte, NC, US
    A tiempo completo
    City National Rochdale Wealth Planning Specialist.This position is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ultra-high net-worth (U / H...Mostrar más
    Última actualización: hace 2 días • Oferta promocionada
    Business Development Manager - Healthcare

    Business Development Manager - Healthcare

    Blue Signal Search • Charlotte, NC, US
    A tiempo completo
    Business Development Manager - Healthcare.Pediatric & Behavioral Health Services.Are you a natural connector with a talent for opening doors and building meaningful partnerships? We are seeking...Mostrar más
    Última actualización: hace 21 días • Oferta promocionada
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Charles Schwab • CHARLOTTE, NC, United States
    A tiempo completo
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry toge...Mostrar más
    Última actualización: hace 14 días • Oferta promocionada
    Wealth Management Professional - Training Provided

    Wealth Management Professional - Training Provided

    Stone Press FG • Charlotte, NC, US
    A tiempo completo
    Do you have a business-minded spirit?.At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company where you drive your career and have an i...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Wealth Management Client Relationship Manager

    Wealth Management Client Relationship Manager

    TIAA • Charlotte, NC, US
    A tiempo completo
    Wealth Client Relationship Manager.The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.Working under m...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath Group • Charlotte, NC, US
    Indefinido
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform.What Sets This Opportunity Apart.Transparent, direct BD payouts governed by LPL’s schedule.Receive an o...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Lead Business Execution Consultant - CIB Transformation Office

    Lead Business Execution Consultant - CIB Transformation Office

    North Carolina Staffing • Charlotte, NC, US
    A tiempo completo
    Corporate & Investment Banking Lead Business Execution Consultant.The Corporate & Investment Banking (CIB) delivers a comprehensive suite of capital markets, banking, and financial products and ser...Mostrar más
    Última actualización: hace 2 días • Oferta promocionada
    Sr Director - Institutional Wealth Management (RIA)

    Sr Director - Institutional Wealth Management (RIA)

    Principal Financial Group, Inc. • USA, North Carolina, Charlotte
    A tiempo completo +1
    We have two opportunities to drive sales activities for our Institutional Wealth management within the RIA channel throughout either the SE Region or the Great Lakes Region.This position partners c...Mostrar más
    Última actualización: hace más de 30 días
    Business Partnerships and Development Executive (E / I)

    Business Partnerships and Development Executive (E / I)

    Hearst • Charlotte, NC, US
    A tiempo completo
    Business Development (Sales) Executive.Hearst Media Production Group (HMPG) is seeking a Business Development Executive with extensive national sales experience developing content-driven media part...Mostrar más
    Última actualización: hace 15 días • Oferta promocionada
    Digital Channel Strategy Execution Lead

    Digital Channel Strategy Execution Lead

    Artech • Charlotte, NC, US
    A tiempo completo
    Location : Atlanta, GA / Charlotte, NC - Hybrid.This role supports the buildout of a robust Business Risk program focused on effective management of digital process, risk, and controls.The position in...Mostrar más
    Última actualización: hace 15 días • Oferta promocionada
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    North Carolina Staffing • Charlotte, NC, US
    A tiempo completo
    At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth...Mostrar más
    Última actualización: hace 2 días • Oferta promocionada
    Wealth Management, Chief Investment Officer

    Wealth Management, Chief Investment Officer

    North Carolina Staffing • Charlotte, NC, US
    A tiempo completo
    The Chief Investment Officer is responsible for leadership and oversight of all Investment Committee meetings and activities at First Horizon Bank. This associate serves as a strategic leader, conte...Mostrar más
    Última actualización: hace 2 días • Oferta promocionada
    Wealth Client Management Consultant

    Wealth Client Management Consultant

    CAPTRUST • Charlotte, NC, US
    A tiempo completo
    Wealth Client Management Consultant.CAPTRUST is seeking a full-time Wealth Client Management Consultant to work with one to several financial advisors to service and retain wealth client relationsh...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Small Business Segment Execution Leader

    Small Business Segment Execution Leader

    Truist • Charlotte, NC, US
    A tiempo completo +2
    Small Business Segment Execution Leader.The role is required to be in Charlotte (strong preference) or Atlanta.Office centric role working four days per week in office locations listed on requisiti...Mostrar más
    Última actualización: hace 27 días • Oferta promocionada