Director, Portfolio Transaction Management

Truist Bank • Charlotte, NC

7d

About The Position

The Director, Portfolio Transaction Management position is responsible for owning real estate transaction outcomes by governing an outsourced transaction management provider. This role ensures compliant, timely, and cost-effective delivery through clear standards, SLAs/KPIs, controls, and performance cadence. The position involves leading the governance of the outsourced provider, defining and improving the operating model, governing the lease lifecycle and administration, and owning acquisition and divestment outcomes. It also includes establishing and enforcing contractual and control requirements, translating portfolio strategy into outcome targets, managing the outsourced provider relationship, implementing vendor scorecards, and driving continuous improvement with the provider.

Requirements

• Financial services experience
• Knowledge of industry standards of managed relationships
• Prior leadership experience leading outsourced relationship model
• Prior experience with executive level presentation engagement, excellent communication and written skills

Nice To Haves

• Advanced degree with a bachelor’s degree in real estate, business, or finance
• MCR Designation from CoreNet

Responsibilities

• Lead the governance of the outsourced transaction management provider, setting clear expectations, coaching/enablement requirements, and accountability to deliver measurable portfolio outcomes aligned to strategic and operational objectives.
• Define, document, and continuously improve the outsourced transaction management operating model (scope of services, RACI/decision rights, stage gates, controls, and standard work) and run the governance cadence to ensure consistent, risk-managed outcomes.
• Govern the outsourced provider’s lease lifecycle and lease administration delivery (critical dates, renewals, terminations, compliance, payments, and documentation), ensuring SLA performance, data integrity, and timely issue resolution.
• Own acquisition and divestment outcomes by governing the outsourced provider’s end-to-end execution, aligning internal stakeholders (Finance, Legal, Operations) on requirements and approvals, and managing escalations to remove blockers and deliver to plan.
• Establish and enforce contractual, regulatory, and internal control requirements for the outsourced provider; ensure audit-ready documentation, compliance reporting, and financial stewardship for transaction and ongoing lease obligations.
• Translate portfolio strategy into outcome targets (e.g., total occupancy cost, revenue, cycle time, compliance) and hold the outsourced provider accountable for delivering results through performance reviews, corrective action plans, and proactive forecasting.
• Manage the outsourced provider relationship end-to-end, including staffing models, prioritization, service delivery planning, executive communications, and structured escalation paths to ensure business continuity and stakeholder satisfaction.
• Implement and maintain vendor scorecards (SLAs/KPIs, quality, cycle time, cost, and compliance), lead regular performance governance forums, and drive data-based decisions, benchmarking, and service improvements.
• Drive continuous improvement with the outsourced provider by identifying automation and process optimization opportunities, governing change implementation (controls, training, and adoption), and ensuring sustained performance gains via root-cause analysis and action tracking.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation
• Sick days
• Paid holidays
• Defined benefit pension plan (potential)
• Restricted stock units (potential)
• Deferred compensation plan (potential)

What This Job Offers

• Job Type: Full-time
• Career Level: Director