Wholesale Strategic Execution Associate

Truist; Charlotte (NC); Presencial; USD 95.000 - 125.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision insurance

401(k) plan

Paid holidays

Descripción de la vacante

Truist Financial Corporation in Charlotte, NC seeks an experienced professional to support Wholesale’s strategic execution. You will assist in translating strategy into operational content, manage top-priority initiatives, and coordinate cross-functional teams to align on execution plans.

The role involves data gathering, progress tracking, preparing executive materials, and mentoring junior staff. A college degree and 3–5 years in consulting, business management, or financial services are

Formación

• Strong academic credentials – college degree or equivalent education and related training or experience.
• 3-5 years of experience within consulting, business management, or financial services organization.
• Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
• Ability to present data and business considerations in a structured manner.
• Demonstrated understanding of business and technology organization, resources, priorities, needs and policies.

Responsabilidades

• Demonstrate deep understanding of Wholesale’s strategy and translate into relevant content for ongoing business operations and key routines (business review, townhall, Board materials).
• Serve as primary facilitator in the execution and project management of top priority initiatives within Wholesale to include defining logistics and approaches needed to operationalize business strategies.
• Lead the development and execution against ad-hoc requests from the Chief Wholesale Banking Officer and the Head of Wholesale Strategic Execution and Business Management.
• Own and facilitate the cohesive measurement of progress against top priority initiatives within Wholesale; involves creating standard process to track progress, facilitating monthly check-ins, and holding initiative owners accountable to their commitments.
• As part of tracking progress against initiatives, gather data to inform decision making and measure results.
• Proactively develop and train junior talent within the team to support their growth and learning curve.

Conocimientos

Data analysis

Project management

Executive communication

Data-driven decision making

Cross-functional collaboration

Educación

Bachelor’s degree or equivalent

MBA preferred

Herramientas

Excel

PowerPoint

Word

Descripción del empleo

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role will report to the Wholesale Strategic Director with responsibility for assisting in execution of Wholesale’s strategic plan and the administration of key operating routines.

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.

• Demonstrate deep understanding of Wholesale’s strategy and top priorities and translate into relevant content for ongoing business operations and key routines (business review, townhall, Board materials)
• Serve as primary facilitator in the execution and project management of top priority initiatives within Wholesale to include defining logistics and approaches needed to operationalize business strategies, maintaining thorough project plans, and ensuring all participants are organized and aligned on execution plans; requires the ability to be a meaningful contributor to complex, cross-functional initiatives that accelerate performance and results
• Lead the development and execution against ad-hoc requests from the Chief Wholesale Banking Officer and the Head of Wholesale Strategic Execution and Business Management; generally related to gathering data to support decision making and preparing content to support targeted discussions.
• Own and facilitate the cohesive measurement of progress against top priority initiatives within Wholesale; involves creating standard process to track progress, facilitating monthly check-ins, and holding initiative owners accountable to their commitments.
• As part of tracking progress against initiatives, proactively understand strategic business goals, identify what data points are needed to inform how to achieve business goals (e.g., benchmarks, industry trends, internal operating and financial data), then gather and synthesize data to inform decision making and measure results.
• Proactively develop and train junior talent within the team to support their growth and learning curve.

QUALIFICATIONS

Required Qualifications:

• Strong academic credentials – college degree or equivalent education and related training or experience
• 3-5 years of experience within consulting, business management, or financial services organization
• Ability to present data and business considerations in a structured manner.
• Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
• Demonstrated understanding of business and technology organization, resources, priorities, needs and policies.

Preferred Qualifications:

• Background in financial services / banking industry
• Project Management and/or Business Analyst experience
• Strong analytical skills with high attention to detail and accuracy
• Ability to summarize complex, detailed analysis into executive-level summarize
• Ability to lead by influence (relationship building).
• Knowledge of consumer / small business / direct banking
• MBA preferred

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.