Wholesale Portfolio Planning Leader
Apply NowCompany: Truist Financial
Location: Atlanta, GA 30349
Description:
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The Portfolio Planning manager will lead a team that owns and oversees a comprehensive Wholesale roadmap and change pipeline. The leader will also provide strategic leadership to manage portfolio prioritization and support financial analysis and business casing where applicable. Responsible for direct oversight of team that mobilizes change initiatives through the early stages of the Change Management lifecycle, partnering closely with PM team. Team will also partner with CEG on compliance, governance, and quality assurance of enterprise Change Management Standards and ensure ECREs and Complexity Assessments are completed as part of Change Mobilization.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Oversee and monitor the overall health of multiple project portfolios, including intake, planning, business readiness, and execution.
2. Provide direct leadership to teams of internal and external resources to ensure their ability to effectively deliver appropriate project management, business analysis, business readiness, and client and teammate communications.
3. Engage with various partners, including Risk partners, to ensure project review, oversight, and mitigation plans are in accordance with enterprise standards.
4. Oversee the preparation of project materials and artifacts ensuring project documentation has the appropriate level of traceability.
5. Contribute to short and long-term project prioritization and planning for assigned portfolio and ensuring coordination of planning of initiatives in other areas.
6. Establish and maintain relationships with key leaders to ensure coordination, support and buy-in of delivery plans within the assigned portfolio
7. Provides portfolio level dashboards and executive summaries to keep leaders abreast of the health of the line of business portfolio
8. Attract, retain, and develop top talent, providing a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in a business-related field, or equivalent education and related training
2. 12+ years of experience in consulting, project management or process improvement related role.
3. Expert understanding of project management framework and demonstrated ability to implement large scale initiatives and ability to bring clarity to ambiguous assignments.
4. Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies
5. Advanced understanding of process improvement methodologies (e.g., Six Sigma)
6. Experience with Waterfall and Agile project management methodologies
7. Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems
8. Strong organizational skills and attention to detail.
9. Strong communication skills, both written and verbal, with ability to influence others and facilitate difficult conversations with leadership
10. Demonstrated ability to analyze complex problems, devise solutions and make decisions under pressure.
11. Ability and willingness to learn and adapt as the needs of the job change
12. Demonstrated proficiency in computer applications, such as Microsoft Office software products
13. Ability to travel as needed, occasionally overnight
Preferred Qualifications:
1. Advanced degree in a relevant field of work (e.g., MBA)
2. Project Management Professional (PMP) Certification
3. Process Improvement Professional (e.g. Six Sigma certification)
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The Portfolio Planning manager will lead a team that owns and oversees a comprehensive Wholesale roadmap and change pipeline. The leader will also provide strategic leadership to manage portfolio prioritization and support financial analysis and business casing where applicable. Responsible for direct oversight of team that mobilizes change initiatives through the early stages of the Change Management lifecycle, partnering closely with PM team. Team will also partner with CEG on compliance, governance, and quality assurance of enterprise Change Management Standards and ensure ECREs and Complexity Assessments are completed as part of Change Mobilization.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Oversee and monitor the overall health of multiple project portfolios, including intake, planning, business readiness, and execution.
2. Provide direct leadership to teams of internal and external resources to ensure their ability to effectively deliver appropriate project management, business analysis, business readiness, and client and teammate communications.
3. Engage with various partners, including Risk partners, to ensure project review, oversight, and mitigation plans are in accordance with enterprise standards.
4. Oversee the preparation of project materials and artifacts ensuring project documentation has the appropriate level of traceability.
5. Contribute to short and long-term project prioritization and planning for assigned portfolio and ensuring coordination of planning of initiatives in other areas.
6. Establish and maintain relationships with key leaders to ensure coordination, support and buy-in of delivery plans within the assigned portfolio
7. Provides portfolio level dashboards and executive summaries to keep leaders abreast of the health of the line of business portfolio
8. Attract, retain, and develop top talent, providing a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in a business-related field, or equivalent education and related training
2. 12+ years of experience in consulting, project management or process improvement related role.
3. Expert understanding of project management framework and demonstrated ability to implement large scale initiatives and ability to bring clarity to ambiguous assignments.
4. Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies
5. Advanced understanding of process improvement methodologies (e.g., Six Sigma)
6. Experience with Waterfall and Agile project management methodologies
7. Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems
8. Strong organizational skills and attention to detail.
9. Strong communication skills, both written and verbal, with ability to influence others and facilitate difficult conversations with leadership
10. Demonstrated ability to analyze complex problems, devise solutions and make decisions under pressure.
11. Ability and willingness to learn and adapt as the needs of the job change
12. Demonstrated proficiency in computer applications, such as Microsoft Office software products
13. Ability to travel as needed, occasionally overnight
Preferred Qualifications:
1. Advanced degree in a relevant field of work (e.g., MBA)
2. Project Management Professional (PMP) Certification
3. Process Improvement Professional (e.g. Six Sigma certification)
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify