Wholesale Strategic Execution Associate

Truist • Charlotte, NC

1d

About The Position

The Wholesale Strategic Execution Associate assists with execution of Wholesale’s strategic plan and administration of key operating routines. Reporting to the Wholesale Strategic Director, the role supports strategic initiatives, business reviews, town halls, and Board materials; organizes and manages cross-functional project execution; responds to requests from senior Wholesale leaders; and creates processes to monitor progress and inform decisions. The position also includes proactively developing and training junior team members.

Requirements

• College degree or equivalent education, related training, or experience.
• 3–5 years of experience in consulting, business management, or a financial services organization.
• Ability to present data and business considerations in a structured manner.
• Advanced proficiency with Microsoft Office, especially Excel, PowerPoint, and Word.
• Demonstrated understanding of business and technology organizations, resources, priorities, needs, and policies.

Nice To Haves

• Background in financial services or banking.
• Project management and/or business analyst experience.
• Strong analytical skills and high attention to detail and accuracy.
• Ability to summarize complex, detailed analysis at an executive level.
• Ability to lead by influence and build relationships.
• Knowledge of consumer, small business, or direct banking.
• MBA.

Responsibilities

• Translate Wholesale’s strategy and top priorities into content for business operations and key routines, including business reviews, town halls, and Board materials.
• Facilitate and project-manage priority initiatives, including defining approaches and logistics, maintaining project plans, and aligning participants on execution plans.
• Develop and execute ad hoc requests from the Chief Wholesale Banking Officer and Head of Wholesale Strategic Execution and Business Management, including gathering decision-support data and preparing discussion materials.
• Create and facilitate processes to measure progress against Wholesale priority initiatives, hold monthly check-ins, and hold initiative owners accountable for commitments.
• Identify data needed to advance strategic business goals, gather and synthesize relevant benchmarks, industry trends, internal operating data, and financial data, and use it to inform decisions and measure results.
• Develop and train junior team members.

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 deferred compensation plan, depending on position and division

What This Job Offers

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