Client Migrations - CSBB Business Execution Lead

Truist; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist is seeking a CSBB Business Execution Lead to own the end-to-end delivery of highly complex workstreams in Consumer Banking and Wealth Management. This role serves as the primary liaison across functions, translating direction into actionable plans and driving accountability while guiding multi-team execution from intake through completion.

You will develop executive-level analyses and dashboards for decision-making, establish delivery controls, and mentor analysts as needed.

Qualifications

• Bachelor's degree or equivalent experience required.
• 8+ years in business execution, operations, program delivery, analytics, or related roles.
• Ability to lead complex, ambiguous work with minimal oversight.
• Proven experience coordinating across multiple functional teams and senior stakeholders.
• Strong analytical, synthesis, and executive-facing communication skills.

Responsibilities

• Own end‑to‑end execution of highly complex business initiatives across multiple workstreams.
• Translate leadership direction into executable plans, roadmaps, and governance.
• Lead cross‑functional execution with Product, Digital, Technology, Marketing, Operations, Risk, Finance, etc.
• Identify and mitigate risks, dependencies, and trade-offs to maintain momentum and quality.
• Develop executive‑level analyses, dashboards, and materials for decision‑making and governance.

Skills

Cross-functional collaboration

Executive communications

Analytical thinking

Strategic planning

Program delivery

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Job description

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Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Please review the following job description

In accordance with Truist in-office policy, this role will be in office 5 days/week. The CSBB Business Execution Lead is an advanced individual contributor responsible for leading the execution of the organization’s most complex, high-impact business workstreams. This role serves as the primary liaison between the centralized Client Migrations function and aligned business areas within Consumer Banking and Wealth Management, ensuring business priorities, needs, and considerations are effectively represented and translated into execution. This role independently owns execution outcomes by translating direction into delivered results, resolving ambiguity, and orchestrating cross-functional work from intake through completion. The Lead serves as a trusted execution leader for senior stakeholders—ensuring priorities move forward with discipline, rigor, and follow-through. This role is fundamentally accountable for delivery, reliability, and results across multiple concurrent efforts, and may help to inform or shape team and business strategy.

Essential Duties And Responsibilities

• Own end‑to‑end execution of highly complex business initiatives, operating routines, or portfolios of work, with accountability for outcomes across multiple workstreams in support of Consumer Banking and Wealth Management.
• Translate enterprise or leadership direction into executable plans, work structures, governance, and delivery roadmaps.
• Lead cross‑functional execution across Product, Digital, Technology, Marketing, Operations, Risk, Finance, and other partners, aligning contributors and driving accountability without direct authority.
• Anticipate, surface, and resolve execution risks, dependencies, and trade‑offs, applying sound judgment to maintain momentum and quality.
• Develop and deliver executive‑level analyses, insights, dashboards, and materials that support decision‑making, performance reviews, and governance forums.
• Establish or refine execution mechanisms such as tracking structures, routines, artifacts, and controls to ensure consistency and reliability of delivery.
• Drive continuous improvement in how work is executed by identifying root causes of delays, inefficiencies, or breakdowns and implementing practical solutions.
• Serve as a subject‑matter expert in business execution practices and as a trusted execution partner to Consumer Banking and Wealth Management leaders, advising leaders and mentoring other analysts through review of work products, coaching, and shared execution standards.
• May manage junior‑level teammates.

Qualifications

Required Qualifications

• Bachelor’s degree or equivalent experience and related training;
• 8 years of experience in business execution, operations, program delivery, analytics, or related roles;
• Demonstrated ability to independently lead complex, ambiguous work and deliver results with minimal oversight;
• Proven experience coordinating and influencing across multiple functional teams and senior stakeholders;
• Advanced analytical and synthesis skills, with demonstrated ability to produce executive‑ready materials;
• Strong judgment, prioritization, and communication skills, with demonstrated ability to build trusted relationships with senior business and functional leaders;
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products;
• Ability to travel, occasionally overnight.

Preferred Qualifications

• Experience leading enterprise initiatives, governance processes, or recurring operating routines;
• Exposure to performance management, financial management, or portfolio execution contexts;
• Experience in financial services or another regulated environment with experience supporting Consumer Banking, Wealth Management or related client facing businesses preferred;
• Experience serving as a business liaison or strategic partner between centralized or enterprise functions and individual business areas;
• Demonstrated understanding of client‑facing business models, including the ability to translate business strategy, client needs, and operational considerations into executable priorities

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

• 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 generous benefit 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.

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. EEO is the Law E‑Verify IER Right to Work