Director, Portfolio Transaction Management

Crump Life Insurance Svcs Inc; Charlotte (NC); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

401k plan

Vacation & holidays

Job summary

Truist is seeking a senior leader to own real estate transaction outcomes by governing an outsourced transaction management provider, ensuring compliant, timely, and cost-effective delivery.

The role leads the provider's lease lifecycle, acquisition and divestment outcomes, and performance governance, coordinating Finance, Legal, and Operations with a focus on data-driven improvements and audit-ready documentation.

Qualifications

• Financial services experience.
• Knowledge of managed relationships standards.
• Leadership experience with outsourced relationship models.
• Experience with executive-level presentations and communication.

Responsibilities

• Govern outsourced transaction management to deliver measurable portfolio outcomes.
• Define and improve the operating model and governance cadence.
• Manage lease lifecycle, renewals, terminations, compliance, and payments.
• Own acquisition/divestment outcomes and coordinate internal stakeholders.
• Enforce contractual and regulatory requirements with audit-ready documentation.
• Translate strategy into targets and hold provider accountable through reviews.
• Manage provider relationship, staffing, delivery planning, and escalations.
• Implement vendor scorecards and drive data-based decisions and improvements.
• Drive continuous improvement with automation and process optimization.

Skills

Financial services experience

Industry standards knowledge

Executive presentation experience

Communication skills

Education

Bachelor’s degree in real estate, business, or finance

Advanced degree

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Own real estate transaction outcomes by governing an outsourced transaction management provider responsible for end-to-end execution, ensuring compliant, timely, and cost-effective delivery through clear standards, SLAs/KPIs, controls, and performance cadence

• Lead the governance of the outsourced transaction management provider, setting clear expectations, coaching/enablement requirements, and accountability to deliver measurable portfolio outcomes aligned to strategic and operational objectives.
• Define, document, and continuously improve the outsourced transaction management operating model (scope of services, RACI/decision rights, stage gates, controls, and standard work) and run the governance cadence to ensure consistent, risk-managed outcomes.
• Govern the outsourced provider’s lease lifecycle and lease administration delivery (critical dates, renewals, terminations, compliance, payments, and documentation), ensuring SLA performance, data integrity, and timely issue resolution.
• Own acquisition and divestment outcomes by governing the outsourced provider’s end-to-end execution, aligning internal stakeholders (Finance, Legal, Operations) on requirements and approvals, and managing escalations to remove blockers and deliver to plan.
• Establish and enforce contractual, regulatory, and internal control requirements for the outsourced provider; ensure audit-ready documentation, compliance reporting, and financial stewardship for transaction and ongoing lease obligations.
• Translate portfolio strategy into outcome targets (e.g., total occupancy cost, revenue, cycle time, compliance) and hold the outsourced provider accountable for delivering results through performance reviews, corrective action plans, and proactive forecasting.
• Manage the outsourced provider relationship end-to-end, including staffing models, prioritization, service delivery planning, executive communications, and structured escalation paths to ensure business continuity and stakeholder satisfaction.
• Implement and maintain vendor scorecards (SLAs/KPIs, quality, cycle time, cost, and compliance), lead regular performance governance forums, and drive data-based decisions, benchmarking, and service improvements.
• Drive continuous improvement with the outsourced provider by identifying automation and process optimization opportunities, governing change implementation (controls, training, and adoption), and ensuring sustained performance gains via root-cause analysis and action tracking.

QUALIFICATIONS

Required Qualifications

• Financial services experience
• Knowledge of industry standards of managed relationships
• Prior leadership experience leading outsourced relationship model
• Prior experience with executive level presentation engagement, excellent communication and written skills

Preferred Qualifications

• Advanced degree with a bachelor’s degree in real estate, business, or finance
• MCR Designation from CoreNet

The annual base salary for this position is $X.

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

• medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan
• 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.
• 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.

Legal Statements and Compliance

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

Employment Details

• Regular
• Language Fluency: English (Required)
• Work Shift: 1st shift (United States of America)

About Truist

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