Digital Banking Portfolio Management Lead

Truist; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health benefits

Vacation days

Sick days

Paid holidays

Pension plan

RSUs

Deferred compensation

Job summary

Truist is seeking an experienced Program/Portfolio Manager to lead the demand intake process and align initiatives with strategic priorities. The role requires extensive Agile leadership, executive communication, and strong stakeholder management to drive complex digital banking projects.

The position is office-based in Charlotte, NC, with collaboration across portfolio, digital, and platform leadership. A MBA and 8–10+ years in program management enhance candidacy.

Qualifications

• Bachelor’s degree and 8–10+ years of experience in Program/Portfolio Management or an equivalent combination of education and work-related experience.
• Extensive experience operating and leading in Agile organizations.
• Exceptional meeting management, conflict management, and presentation skills.
• Demonstrated ability to solve unique and complex technical, operational, and organizational problems.
• Advanced analytical skills and the ability to influence senior leaders and cross-functional teams.

Responsibilities

• Execute the demand intake process and collaborate with requestors, platform leads, digital leads and architects to define ideas for review and prioritization.
• Lead or participate in intake ceremonies; provide progress updates to leaders and stakeholders.
• Establish and maintain strong relationships with digital and platform leads; support PI planning and roadmap development.
• Ensure alignment of intake ideas with strategic priorities and quarterly objectives.
• Mentor junior and mid-level project management teammates and represent the organization in cross-functional initiatives.
• Lead high-impact projects across the digital banking portfolio and advise senior leadership.

Skills

Agile leadership

Program/Portfolio mgmt

Executive communication

Stakeholder management

Meeting/presentation skills

Education

Bachelor’s degree

MBA

Job description

The position is described below.

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 1. Execute the demand intake process and work with the requestor, platform leads, digital leads, architects and other key stakeholders to clearly define the idea for review, decision and prioritization by the established decisioning bodies / committees.
• 2. Lead / participate the intake ceremonies. Keep the leaders, requestors and other key stakeholders regularly updated on progress of intake items through reports and/or other channels of communication. Be proactive in raising concerns during the intake process to the right level.
• 3. Establish and maintain strong business relationships with digital and platform leads, architects and other key stakeholders. Partner closely with the above group to participate and provide value-add during PI planning and platform roadmap development processes.
• 4. Partner with Portfolio, Digital and Platform Leadership team to ensure alignment of intake ideas with established strategic priorities: annual and quarterly priorities.
• 5. Engage in continuous improvement activities by receiving regular feedback from partners, recommending improvement opportunities and partnering with peers and key stakeholders in implementing the opportunities.
• 6. May play lead role in moderately complex projects or initiatives.
• 7. Identify and resolve technical, operational, risk management, business, and organizational challenges with the delivery of assigned projects as well as during execution of business processes.
• 8. Lead the most complex and high-impact projects or initiatives across the digital banking portfolio.
• 9. Serve as a subject matter expert and advisor to senior leadership.
• 10. Drive the development and implementation of strategic priorities and process improvements.
• 11. Mentor and develop junior and mid-level project management teammates.
• 12. Represent the organization in cross-functional and enterprise-wide initiatives.

QUALIFICATIONS

Required Qualifications:

• Bachelor’s degree and 8–10+ years of experience in Program/Portfolio Management or an equivalent combination of education and work-related experience.
• Extensive experience operating and leading in Agile organizations.
• Exceptional meeting management, conflict management, and presentation skills.
• Demonstrated ability to solve unique and complex technical, operational, and organizational problems.
• Advanced analytical skills and the ability to influence senior leaders and cross-functional teams.

Preferred Qualifications:

• MBA or advanced degree.
• Deep banking or financial services experience.
• Proven track record of establishing and optimizing demand intake processes.

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.
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment.
• 10 sick days (also prorated).
• Paid holidays.
• Defined benefit pension plan.
• Restricted stock units.
• Deferred compensation plan.

For more details on Truist’s generous benefit plans, please visit our Benefits site.

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 About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust.

About Truist

We serve clients in a number of high-growth markets in the country, offering a wide range of financial services.

At Truist, our purpose is to inspire and build better lives and communities.

That happens through real care to make things better.

To meet client needs, to empower teammates, and to lift up communities.

Learn more about Truist on truist.com.