Client Migrations - CSBB Business Execution Lead
About The Position
The CSBB Business Execution Lead is an advanced individual contributor who leads execution of 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 and translating them into execution. The Lead independently owns outcomes by converting direction into delivered results, resolving ambiguity, and coordinating cross-functional work from intake through completion. The role is accountable for disciplined, reliable delivery across 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. It requires English fluency and occasional overnight travel. The role may manage junior-level teammates. Regular teammates working at least 20 hours per week are eligible for benefits, subject to plan and division eligibility. Benefits listed include medical, dental, vision, life and disability insurance, accidental death and dismemberment coverage, tax-preferred savings accounts, a 401(k) plan, vacation, sick days, and paid holidays. Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation.
Requirements
- Bachelor’s degree or equivalent experience and related training.
- At least 8 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.
- English fluency is required.
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, including the ability to translate business strategy, client needs, and operational considerations into executable priorities.
Responsibilities
- Own end-to-end execution of complex business initiatives, operating routines, or portfolios of work 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 with 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 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.
- Identify root causes of delays, inefficiencies, or breakdowns and implement practical improvements to execution.
- Serve as a subject-matter expert and trusted execution partner to Consumer Banking and Wealth Management leaders; advise leaders and mentor analysts through work-product review, coaching, and shared 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 based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Potential eligibility, depending on position and division, for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
