Senior Business Performance & Executive Communications Analyst - TD&O

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

Job summary

Truist Wealth seeks a senior program leader to coordinate cross-functional TD&O initiatives, translating complex operations and technology landscapes into clear executive communications. You will drive governance, planning routines, and leadership reviews across a broad stakeholder community.

Responsibilities include leading major tech projects, implementing process improvements, and ensuring regulatory compliance while fostering a culture of continuous improvement and collaboration with

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

Leadership

Communication

Education

Bachelor’s degree or equivalent

MBA or related advanced degree (preferred)

Tools

Microsoft Office

Job description

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

Partner with senior leaders across Technology, Data and Operations (TD&O) to support strategic reporting, performance insights, executive communications, and leadership review processes. Translate complex operational and business information into concise narratives, presentations, and recommendations that support informed decision-making. Coordinate cross-functional inputs, support governance and planning routines, and communicate priorities, progress, challenges, and strategic objectives across a broad stakeholder community. Lead and support key initiatives that enhance operational effectiveness, strengthen organizational alignment, and drive continuous improvement through technology and process innovation.

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.

1. Leads the execution of larger technology projects, coordinating operational activities to ensure efficiency, reliability, and alignment with business objectives.
2. Identifies, designs, and implements process and technology improvements to enhance operational workflows within area of responsibility.
3. Collaborates with cross-functional teams to align business operations with technology strategies and organizational goals.
4. Analyses and reports on performance metrics to drive continuous operational improvements.
5. Executes on operational technology strategies and initiatives to support business objectives.
6. Integrates innovative solutions to improve business outcomes and operational effectiveness.
7. 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.
8. Ensures compliance with organizational policies, regulatory requirements, and risk management standards.
9. Communicates operational status, risks, and improvement plans to senior stakeholders and leadership.
10. Provides coaching, guidance, and leadership to junior team members and supports their professional development.

QUALIFICATIONS REQUIRED

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.

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

Preferred Qualifications

1. Master’s degree (MBA or related advanced degree) preferred.
2. Experience supporting executive leadership teams through business management, strategic planning, performance management, governance, or Chief of Staff-related functions.
3. Demonstrated ability to synthesize complex business, operational, technology, and data insights into concise executive communications, presentations, and recommendations.
4. Experience developing executive scorecards, KPI reporting, performance reviews, or Board and leadership materials.
5. Proven ability to build strong partnerships across functions and influence stakeholders without direct authority.
6. Strong problem-solving, organizational, and communication skills, with the ability to manage multiple priorities and drive initiatives in a fast-paced environment.

1. 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. 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.