Digital Banking Portfolio Management Lead

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation and holidays

Job summary

Truist Wealth seeks an experienced Program/Portfolio Manager to drive demand intake, align with strategic priorities, and lead high-impact initiatives across the digital banking portfolio.

You will partner with digital, platform leads, and senior leaders, mentor junior PMs, and ensure effective PI planning and roadmaps in an all-in-office environment.

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 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.
• 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.
• Establish and maintain strong business relationships with digital and platform leads, architects and other key stakeholders.
• Partner with Portfolio, Digital and Platform Leadership team to ensure alignment of intake ideas with established strategic priorities: annual and quarterly priorities
• 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.
• May play lead role in moderately complex projects or initiatives
• Identify and resolve technical, operational, risk management, business, and organizational challenges with the delivery of assigned projects
• Lead the most complex and high-impact projects or initiatives across the digital banking portfolio.
• Serve as a subject matter expert and advisor to senior leadership.
• Drive the development and implementation of strategic priorities and process improvements.
• Mentor and develop junior and mid-level project management teammates.
• Represent the organization in cross-functional and enterprise-wide initiatives.

Skills

Agile leadership

Meeting management

Analytical skills

Stakeholder influence

Conflict management

Education

Bachelor’s degree

MBA or advanced degree

Job description

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

1. MBA or advanced degree.
2. Deep banking or financial services experience.
3. 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. 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 About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust.

Learn more about Truist on truist.com.