Director, Portfolio Transaction Management

Hbcu Connect, Llc; Charlotte (NC); On-site; USD 160,000 - 185,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist Financial Corporation seeks a governance leader to own outsourced transaction management outcomes across end-to-end execution, ensuring compliant, timely, and cost-effective delivery with clear SLAs/KPIs.

You will govern lease lifecycle, acquisition/divestment outcomes, and contractual/regulatory controls, driving performance reviews, forecasting, and proactive risk management.

Qualifications

• Financial services experience required.
• Knowledge of managed relationships industry standards.
• Leadership experience leading outsourced relationship models.
• Experience presenting to executives; excellent communication skills.

Responsibilities

• Govern outsourced transaction management governance, set expectations, coach, and ensure accountable delivery.
• Document and improve operating model; define scope, RACI, stage gates, controls, and standard work.

Skills

Financial services experience

Outsourced relationship management

Executive presentation skills

Strong written and oral communication

Education

Advanced degree in real estate, business, or finance

MCR Designation from CoreNet

Job description

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

1. 1. 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.


2. 2. 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.


3. 3. Govern the outsourced providers lease lifecycle and lease administration delivery (critical dates, renewals, terminations, compliance, payments, and documentation), ensuring SLA performance, data integrity, and timely issue resolution.


4. 4. Own acquisition and divestment outcomes by governing the outsourced providers end-to-end execution, aligning internal stakeholders (Finance, Legal, Operations) on requirements and approvals, and managing escalations to remove blockers and deliver to plan.


5. 5. 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.


6. 6. 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.


7. 7. 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.


8. 8. 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.


9. 9. 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:

• 1. Financial services experience


• 2. Knowledge of industry standards of managed relationships


• 3. Prior leadership experience leading outsourced relationship model


• 4. Prior experience with executive level presentation engagement, excellent communication and written skills

Preferred Qualifications:

• 1. Advanced degree with a bachelors degree in real estate, business, or finance


• 2. MCR Designation from CoreNet

The annual base salary for this position is $160,000-$185,000.

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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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.

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