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Wealth Strategic Execution and Business Management Lead

Wealth Strategic Execution and Business Management Lead

Atlanta StaffingAtlanta, GA, US
1 day ago
Job type
  • Full-time
Job description

Job Title

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

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • 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

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 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
  • 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.

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    Wealth Management • Atlanta, GA, US

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