Investment Banking/Capital Markets – Business Operations and Strategy Consultant

Truist•Charlotte, NC

7d•Onsite

About The Position

The Business Operations & Strategy Consultant is a key member of the Business Enablement function, serving as an execution partner to Business Enablement Leads (BELs) and Wholesale Technology, Data & Operations (TD&O) leadership. The role translates business priorities into actionable plans and supports transparency, operational effectiveness, and alignment with enterprise requirements. Operating as an extension of the Business Management Office, the consultant coordinates across technology, business, finance, risk, audit, human resources, sourcing, and enterprise partners. The position supports organizational priorities through disciplined execution, monitoring operational health, managing reporting and governance routines, and contributing to continuous improvement efforts. Candidates must be located in or willing to self-relocate to Charlotte, North Carolina, and must comply with Truist’s in-office requirements. Truist will not provide visa sponsorship, employment authorization sponsorship, or other immigration-related support for this position.

Requirements

Bachelor’s degree or equivalent education, training, and work-related experience.
At least 5 years of relevant experience in business operations or related professional roles.
Strong knowledge of business processes and technology applications.
Proficiency in standard office software, such as Microsoft Office.

Nice To Haves

Bachelor’s degree in Business Administration, Technology, or a related field.
3–5 years of experience in consulting, business operations, project management, or strategy-related roles.
Demonstrated ability to coordinate cross-functionally, manage costs, drive operational improvements, and enhance business processes.
Strong analytical, problem-solving, and decision-support skills, including experience using data, performance metrics, and business insights to influence outcomes.
Ability to manage multiple initiatives and priorities while driving process improvement, operational efficiency, and change management activities.
Strong relationship management and collaboration skills.
Proficiency with Microsoft Excel, PowerPoint, SharePoint, Power BI, and other business reporting and analytics tools.
Experience using Microsoft Copilot or other AI-enabled productivity tools.

Responsibilities

Carry out day-to-day operational activities to support efficiency, reliability, and alignment with business objectives.
Identify, design, and implement operational workflow improvements through technology and process enhancements.
Collaborate with cross-functional teams to align business operations with technology strategies and organizational goals.
Analyze performance metrics and recommend process improvements to senior professionals.
Assist with integrating innovative solutions to improve business outcomes and operational effectiveness.
Ensure compliance with organizational policies, regulatory requirements, and risk management standards.
Communicate operational status, risks, and improvement plans to stakeholders and leadership.
When applicable, manage supplier activities to support cost control and timely delivery of goods and services.
Coordinate across technology, business, finance, risk, audit, human resources, sourcing, and enterprise partners to support organizational priorities.
Monitor operational health and manage reporting and governance routines.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan