Wholesale Strategy & Execution Analyst

Truist; Charlotte (NC); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid holidays

Job summary

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

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.
• 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.

Responsibilities

• 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.

Skills

Data analysis

Project management

Executive communication

Data-driven decision making

Cross-functional collaboration

Education

Bachelor’s degree or equivalent

MBA preferred

Tools

Excel

PowerPoint

Word

Job description

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