Wealth Strategic Execution and Business Management Lead

Job Overview

Wealth Strategic Execution and Business Management Lead – Truist Financial, Full Time, Atlanta, GA. This role supports one of the Wholesale Banking LOB leaders (Corporate & Investment Banking, Wealth, etc.) with strategy, key initiatives, operating routines, and business execution.

• Work with the LOB leader to develop business strategy and drive performance.
• Serve as a trusted advisor and extension of leadership for vision, direction, and expertise to identify, prioritize, and execute initiatives and key deliverables.
• Lead meetings, advisory councils, and steering committees to facilitate decision‑making and support implementation of recommendations aligned with LOB objectives.
• Drive the agenda and approach for operating routines, including LOB leadership meetings and business reviews.
• Prepare presentations for the LOB leader, including regular town halls, leadership meetings, and leadership offsites.
• Execute on business activities, including meetings, events & client engagement, business overviews, headcount tracking and management, HR initiatives, and more.
• Partner with functional partners (finance, HR, credit & risk management, legal & compliance, marketing & communications, events, and technology).
• Partner with leadership, HR, and sales enablement teams to ensure compensation & incentive structures are aligned to business strategies.
• Create a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect.

• 12+ years overall experience and background in strategic planning, consulting, and investment banking preferred.
• Prior experience and/or understanding of Wholesale Banking fundamentals, including product and service capabilities, organizational structure, and internal processes & systems & data.
• 4+ years of credit, portfolio, and/or relationship management experience.
• Strong knowledge and experience in strategic planning and execution, including creating and executing comprehensive plans associated with business mergers, conversions, product changes, technology releases, policy changes, and line of business strategic plans.
• Strong critical thinking skills combined with strategic business focus.
• Proven ability to cultivate strong relationships and execute growth initiatives across lines of business including commercial banking, commercial real estate, corporate & investment banking, and wealth management.
• Ability to influence, partner, and negotiate with senior business leaders to resolve conflicts and gain commitment to accomplish business goals.
• Demonstrated experience fostering strong partnership, promoting teamwork, and building an inclusive culture.
• Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
• Sense of urgency and ability to multi‑task and manage competing projects in a deadline‑driven environment.
• Excellent verbal, written, and interpersonal communication skills.
• Passion for results and personal accountability for achievement.
• Ability to translate and present complex data in a manner that educates, enhances understanding, and influences decisions.
• Advanced skills in data visualization and storytelling.
• Ability to successfully operate in a complex and matrixed environment.

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation, 10 sick days, and paid holidays. Additional benefits may include defined benefit pension plan, restricted stock units, and deferred compensation plan based on position, division, and work role.

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 protected classification. Truist is a Drug‑Free Workplace. EEO is the Law.