Client Migrations - CSBB Business Execution Lead
About The Position
The CSBB Business Execution Lead is an advanced individual contributor responsible for leading execution of the organization’s most complex, high-impact business workstreams. The role is the primary liaison between the centralized Client Migrations function and aligned business areas within Consumer Banking and Wealth Management, representing business priorities, needs, and considerations and translating them into execution. The Lead independently owns execution outcomes, turning direction into delivered results, resolving ambiguity, and coordinating cross-functional work from intake through completion. As a trusted execution leader for senior stakeholders, the role ensures priorities advance with discipline, rigor, and follow-through. It is accountable for delivery, reliability, and results across multiple concurrent efforts and may help inform or shape team and business strategy. The position is in office five days per week under Truist’s in-office policy.
Requirements
- Bachelor’s degree or equivalent experience and related training.
- Eight years of experience in business execution, operations, program delivery, analytics, or related roles.
- Ability to independently lead complex, ambiguous work and deliver results with minimal oversight.
- Experience coordinating and influencing across multiple functional teams and senior stakeholders.
- Advanced analytical and synthesis skills, including the ability to produce executive-ready materials.
- Strong judgment, prioritization, and communication skills, and ability to build trusted relationships with senior business and functional leaders.
- Proficiency in basic computer applications, such as Microsoft Office software products.
- Ability to travel, occasionally overnight.
Nice To Haves
- Experience leading enterprise initiatives, governance processes, or recurring operating routines.
- Exposure to performance management, financial management, or portfolio execution contexts.
- Experience in financial services or another regulated environment; experience supporting Consumer Banking, Wealth Management, or related client-facing businesses is preferred.
- Experience serving as a business liaison or strategic partner between centralized or enterprise functions and individual business areas.
- Understanding of client-facing business models and ability to translate business strategy, client needs, and operational considerations into executable priorities.
Responsibilities
- Own end-to-end execution of highly complex business initiatives, operating routines, or portfolios of work, with accountability for outcomes across multiple workstreams supporting Consumer Banking and Wealth Management.
- Translate enterprise or leadership direction into executable plans, work structures, governance, and delivery roadmaps.
- Lead cross-functional execution across Product, Digital, Technology, Marketing, Operations, Risk, Finance, and other partners, aligning contributors and driving accountability without direct authority.
- Anticipate, surface, and resolve execution risks, dependencies, and trade-offs, applying sound judgment to maintain momentum and quality.
- Develop and deliver executive-level analyses, insights, dashboards, and materials for decision-making, performance reviews, and governance forums.
- Establish or refine execution mechanisms, including tracking structures, routines, artifacts, and controls, to ensure consistent and reliable delivery.
- Improve execution by identifying root causes of delays, inefficiencies, or breakdowns and implementing practical solutions.
- Serve as a subject-matter expert in business execution practices and a trusted execution partner to Consumer Banking and Wealth Management leaders.
- Advise leaders and mentor other analysts through reviewing work products, coaching, and sharing execution standards.
- May manage junior-level teammates.
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 as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Senior
