Principal Product Manager--Financial Systems

Truist Bank • Charlotte, NC

9h

About The Position

The Principal Product Manager for Financial Systems is visible role interacting with the Office of the CFO and technology alike, responsible for driving strategic alignment between business needs and technology capabilities. This position partners cross-functional teams, including Technical Delivery Managers, Enterprise Architecture, Software Engineering, and Finance business Transformation leaders—to develop and execute capability roadmaps, automation initiatives, AI enablement, and reporting strategies that support organizational objectives. The role manages product lifecycle activities, oversees backlog development, and ensures successful commercialization and rollout of financial platforms. It also coordinates teams across diverse functions, cultivates talent, and maintains accountability for client experience, KPIs, product pricing, and budget management. Position requires 25% travel between sites ( Greensboro, Raleigh, Charlotte, Winston Salem, Atlanta).

Requirements

• Bachelor’s degree in a related field or equivalent combination of education and experience.
• 12+ years of experience in financial services or a related industry, with a focus on product management and strategic planning.
• Proven track record of successfully managing complex product portfolios and multiple high-impact projects or product lines.
• Extensive knowledge of Treasury Solutions applications and products.
• Mastery of product lifecycle management and go-to-market strategy.
• Strong leadership and team management skills with exceptional organizational influence.
• Excellent analytical, problem-solving, and decision-making abilities.
• Superior verbal and written communication skills.
• In-depth understanding of payment systems and financial industry practices.
• Advanced proficiency with Microsoft Office and other relevant software.

Nice To Haves

• 8+ years of experience in product management, project and/or program management in Financial systems.
• Experience in a pivotal leadership role of a Finance System transformation or modernization program.
• Ideal candidate will have experience in a Finance Modernization transformation journey leveraging leading Financial Products and Services with solutions such as SAP S/4, SAP BDC, SAP BTP, Oracle NetSuite, Oracle Hyperion, Oracle Data Relationship Management Oracle Financial Services Analytical Applications, QRM “Quantitative Risk Management”, OneStream, etc.
• Agile and Scrum Methodologies: Proven experience in leading product development using agile and scrum methodologies.
• API and Integration: Strong understanding of API design, development, and management, including RESTful services and microservices architecture.
• Cloud Technologies: Experience with cloud platforms (e.g., AWS, Azure, Google Cloud) and understanding of cloud-native application development.
• Data Analysis and BI Tools: Proficiency in data analysis and business intelligence tools (e.g., SQL, Tableau, Power BI) to derive actionable insights from product data.
• Security and Compliance: Familiarity with cybersecurity best practices and compliance requirements, ensuring product security and regulatory adherence.
• Technical Documentation: Strong skills in creating and maintaining technical documentation, including API documentation, user guides, and product specifications.
• Project Management Tools: Experience with project management tools (e.g., JIRA, Confluence, Trello, Rally) to manage product development and track progress.
• Emerging Technologies: Awareness of emerging technologies and trends, such as artificial intelligence, machine learning, blockchain, and their potential impact on product development.

Responsibilities

• Product Strategy & Vision Responsible for establishing system taxonomies directly needed to support the major functions of the Finance Organization including but not limited to: Financial Accounting, Forecasting, Planning & Management Reporting, Treasury and Funds Management, Regulatory Reporting, Tax,..
• Responsible for the establishment of technical and functional road maps to enable Financial Transformation
• Translate business requirements, engineering requirements, data requirements, and compliance requirements into product vision, outcomes, and backlogs.
• Develop product roadmaps in collaboration with Relationship Managers and Line of Business (LOB) partners.
• Execution & Delivery Own and prioritize the platform backlog in partnership with delivery, business and architecture leads.
• Drive discovery, POCs, pilot programs, and full lifecycle rollout of new systems or capabilities.
• Ensure internal platform products are secure-by-design, observable, compliant, and easy to adopt.
• Use PMLC and perform as a guide for Project Managers to establish the correct matrix of governance, work streams, and task sequencing to effectively execute programs
• Adoption Lead intake, feedback, and prioritization forums with internal stakeholders to guide iterative improvements.
• Assist Leadership in establishing metrics and methods in which success can be measured
• Responsible for leading teams across related but disparate functions to support successful deployment of new products and integrated experiences

Benefits

• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees