Director, Portfolio Transaction Management

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

Benefits offered by this job

Medical insurance

401k plan

Paid vacation

Job summary

Truist in Charlotte, NC seeks a senior governance leader to manage outsourced transaction management for real estate portfolios. You will govern the provider through clear standards, SLAs/KPIs, and escalation paths, ensuring compliant, timely, and cost-effective delivery aligned with strategic objectives.

You will coordinate across Finance, Legal, and Operations to secure approvals, manage contract and controls, and drive continuous improvements in performance and cost.

Qualifications

• Experience in financial services and managing outsourced relationships.
• Ability to define and improve operating models for outsourcing.
• Strong communication, especially with executives and cross‑functional teams.
• Proven leadership in managing vendor governance and performance.

Responsibilities

• Lead governance of the outsourced transaction management provider with clear expectations and accountability.
• Define and continuously improve the operating model, scope, decision rights, and controls.
• Govern lease lifecycle, renewals, compliance, payments, and documentation with SLA performance.
• Own acquisition/divestment outcomes by coordinating Finance, Legal, Operations and approvals.
• Establish and enforce regulatory and internal control requirements for the provider; ensure audit-ready documentation.
• Translate portfolio strategy into targets and drive performance reviews and forecasting.
• Manage the provider relationship end-to-end including staffing, planning, and escalations.
• Implement vendor scorecards, lead governance forums, and drive data-based decisions.
• Drive continuous improvement through automation and process optimization.

Skills

Financial services

Outsourced governance

Executive communication

Leadership experience

Stakeholder management

Education

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

Job description

Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Please review the following job description

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

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.

• 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

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.

• 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

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.

Equal Opportunity Employer

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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