report to the Truist Wealth Business Management Leader
formulate, develop, and execute strategic initiatives and operating routines for Wealth Brokerage
collaborate with and direct business and functional partners
lead complex, cross-functional initiatives that accelerate performance and results
support development of Wholesale Banking strategic and operating plan
partner with line of business and business unit leaders to develop business strategy
translate strategic objectives into cross-functional execution plans
provide perspective on relative performance to peers
independently engage business and functional leaders/partners to identify opportunities
lead the development of, and present recommendations to address strategic business needs
perform qualitative and quantitative analyses to support strategic rationale
lead cross-functional teams to clarify execution tactics
facilitate and drive project meetings with senior business leaders
develop, guide, and mentor less tenured teammates
support development and execution of agenda and approach to operating routines
prepare formal presentations for the CWBO

Bachelor’s degree in Business, or equivalent education and related training or experience
10+ years of experience in positions that carry increasing levels of responsibility, including experience in strategy or business consulting
Critical-thinking skills
Excellent communication skills (written and verbal)
Strong cross-functional collaboration skills
Excellent interpersonal skills, ability to engage with stakeholders at all levels in the organization
Advanced proficiency with MS Office tools: PowerPoint, Excel and Word
4+ years of credit, portfolio, and/or relationship management experience (preferred)
Strong knowledge and experience in strategic planning and execution (preferred)
Ability to influence, partner, and negotiate with senior business leaders (preferred)
MBA, Series 7 and 24 licenses are also preferred

Wealth Brokerage Strategic Execution Director

Key skills