Senior Business Operations & Strategy Consultant, Workforce Strategy & Optimization

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

Benefits offered by this job

Medical benefits

Dental and vision

401(k) plan

Paid time off

Job summary

Truist is seeking a senior operations professional to partner with senior leaders and shape workforce strategies that align capabilities with demand and business priorities. You will develop workforce insights, forecast needs, and translate data into actionable recommendations.

This role leads cross-functional projects, drives continuous improvement, and coaches junior team members while ensuring regulatory compliance and strong execution across the organization.

Qualifications

• Bachelor’s degree or equivalent education, training, and work-related experience.
• Minimum of 7 years of relevant experience in business operations or related professional roles.
• Strong knowledge of business processes, technology applications, and operational management.
• Proficiency in standard office software (e.g., Microsoft Office).

Responsibilities

• Leads the execution of larger technology projects, coordinating operational activities to ensure efficiency, reliability, and alignment with business objectives.
• Identifies, designs, and implements process and technology improvements to enhance operational workflows within area of responsibility.
• Collaborates with cross-functional teams to align business operations with technology strategies and organizational goals.
• Analyses and reports on performance metrics to drive continuous operational improvements.
• Executes on operational technology strategies and initiatives to support business objectives.
• Integrates innovative solutions to improve business outcomes and operational effectiveness.
• As applicable, drives strategic alignment and operational excellence by guiding key external partnerships and leading cost‑optimization efforts that enhance financial performance and support organizational objectives.
• Ensures compliance with organizational policies, regulatory requirements, and risk management standards.
• Communicates operational status, risks, and improvement plans to senior stakeholders and leadership.
• Provides coaching, guidance, and leadership to junior team members and supports their professional development.

Skills

Business processes

Technology applications

Operational management

MS Office

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description

Partners with senior leaders to shape workforce strategies that align organizational capabilities, capacity, demand, and business priorities. Develops forward-looking workforce insights that help leaders anticipate future talent needs, optimize organizational performance, and make informed investment decisions. Combines strategic thinking, workforce intelligence, data analysis, and business acumen to assess current and future demand, evaluate workforce effectiveness, identify capability gaps, and develop scalable workforce solutions that support long-term business objectives. Serves as a trusted advisor to leadership by translating workforce trends, risks, opportunities, and organizational dynamics into actionable recommendations that strengthen execution and organizational readiness.

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.

• Leads the execution of larger technology projects, coordinating operational activities to ensure efficiency, reliability, and alignment with business objectives.
• Identifies, designs, and implements process and technology improvements to enhance operational workflows within area of responsibility.
• Collaborates with cross-functional teams to align business operations with technology strategies and organizational goals.
• Analyses and reports on performance metrics to drive continuous operational improvements.
• Executes on operational technology strategies and initiatives to support business objectives.
• Integrates innovative solutions to improve business outcomes and operational effectiveness.
• As applicable, drives strategic alignment and operational excellence by guiding key external partnerships and leading cost‑optimization efforts that enhance financial performance and support organizational objectives.
• Ensures compliance with organizational policies, regulatory requirements, and risk management standards.
• Communicates operational status, risks, and improvement plans to senior stakeholders and leadership.
• Provides coaching, guidance, and leadership to junior team members and supports their professional development.

Qualifications

Required 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.

• Bachelor’s degree or equivalent education, training, and work-related experience.
• Minimum of 7 years of relevant experience in business operations or related professional roles.
• Strong knowledge of business processes, technology applications, and operational management.
• Proficiency in standard office software (e.g., Microsoft Office).

Preferred Qualifications

• Experience developing workforce strategies, organizational planning models, talent strategies, capacity planning frameworks, or enterprise workforce transformation initiatives.
• Demonstrated ability to analyze workforce demand, forecast future resource requirements, and align workforce capacity with evolving business needs.
• Experience evaluating workforce supply and demand dynamics, organizational productivity, utilization trends, and capacity constraints to support resource allocation decisions.
• Ability to identify emerging workforce risks, capability gaps, succession challenges, and organizational dependencies, and develop recommendations to address them proactively.
• Experience leveraging workforce analytics and predictive insights to support workforce planning, hiring strategies, organizational design, and long-term investment decisions.
• Demonstrated ability to synthesize workforce data, business priorities, market trends, and organizational context into compelling executive narratives and strategic recommendations.
• Strong understanding of workforce optimization practices, resource planning methodologies, organizational effectiveness principles, and talent management processes.
• Experience supporting large-scale organizational growth, transformation, restructuring, or change initiatives.
• Strong executive communication skills with the ability to translate complex workforce intelligence into actionable business decisions.

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.

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