Truist Financial
Head of Business Management Office - Wholesale Technology, Data & Operations
Truist Financial, Charlotte, North Carolina, United States, 28245
Truist Financial
Head of Business Management Office - Wholesale Technology, Data & Operations
Location: Charlotte, NC
Employment Type: Full Time
Date Posted: 12/17/2025
Job Categories: Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology
Job Description This role serves as a strategic partner and trusted advisor to the Chief Technology, Data & Operations Officer for Wholesale Banking. Acting as a force multiplier, this leader drives operational excellence, strategic execution, and organizational effectiveness across technology and operations functions supporting Corporate & Investment Banking, Commercial Banking, Enterprise Payments, Wealth, and Treasury Services. This role is responsible for designing and leading the Enterprise Technology operating model routines, enabling governance, performance management, workforce strategy, financial stewardship, and stakeholder engagement. The BMO office ensures the seamless translation of executive strategy into disciplined, scalable, and sustainable operating routines that advance the mission of Wholesale TDO.
ESSENTIAL DUTIES AND RESPONSIBILITIES Strategic Planning & Execution
Partner with across TDO leadership to develop and execute technology and operations strategies aligned with Wholesale Banking objectives.
Lead strategic planning cycles, including multi-year roadmaps, annual planning, and budget development.
Drive strategic initiatives from inception to implementation, ensuring alignment with business goals and timely delivery.
Translate strategic vision into actionable plans with clear accountability and measurable outcomes.
Monitor initiative progress, identify risks, and implement mitigation strategies.
Design and optimize organizational structures, governance frameworks, and operating models.
Implement process improvements and efficiency initiatives across the TDO organization.
Partner with Finance on reporting, analysis, and investment prioritization.
Oversee business case development, ROI analysis, and strategic resource allocation.
Stakeholder Management & Communications
Design and facilitate leadership team engagements, including strategic off-sites, executive meeting agendas, and communication rhythms that strengthen team cohesion, enhance interpersonal dynamics, and drive alignment on priorities.
Represent the Wholesale TDO in executive forums, steering committees, and cross-functional working groups.
Prepare executive communications, board materials, and regulatory briefings.
Facilitate alignment and decision‑making across diverse stakeholder groups.
Manage internal and external engagement strategies, ensuring consistent messaging and transparency.
Foster a culture of innovation, collaboration, and continuous improvement.
Program & Portfolio Management
Oversee the enterprise‑wide technology and operations program portfolio, ensuring alignment with strategic priorities.
Drive governance for project and program execution, investment decisions, and resource prioritization.
Monitor delivery progress, manage dependencies, and resolve impediments.
Facilitate portfolio optimization and rationalization efforts.
Lead the implementation and governance of comprehensive risk management frameworks for program initiatives, ensuring proactive identification, mitigation, and oversight of operational and technology risks within the scope of responsibility.
Qualifications
Advanced degree in a relevant field, or an equivalent combination of education and work experience.
Fifteen years progressive related experience in managing enterprise technology organizations combined with overall twelve years progressive related experience in enterprise technology.
Demonstrated experience in technology operations management, financial management, risk management, people management, issue resolution, influencing team members and other stakeholders, conducting difficult negotiations and managing to stringent timelines for project deliverables.
Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies.
Demonstrated leadership in the implementation of complex programs and projects.
Experience in leading regional or global banking teams.
Broad business acumen skillset to include Financial planning, workforce management, and organizational health.
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, E-Verify, IER Right to Work.
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Head of Business Management Office - Wholesale Technology, Data & Operations
Location: Charlotte, NC
Employment Type: Full Time
Date Posted: 12/17/2025
Job Categories: Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology
Job Description This role serves as a strategic partner and trusted advisor to the Chief Technology, Data & Operations Officer for Wholesale Banking. Acting as a force multiplier, this leader drives operational excellence, strategic execution, and organizational effectiveness across technology and operations functions supporting Corporate & Investment Banking, Commercial Banking, Enterprise Payments, Wealth, and Treasury Services. This role is responsible for designing and leading the Enterprise Technology operating model routines, enabling governance, performance management, workforce strategy, financial stewardship, and stakeholder engagement. The BMO office ensures the seamless translation of executive strategy into disciplined, scalable, and sustainable operating routines that advance the mission of Wholesale TDO.
ESSENTIAL DUTIES AND RESPONSIBILITIES Strategic Planning & Execution
Partner with across TDO leadership to develop and execute technology and operations strategies aligned with Wholesale Banking objectives.
Lead strategic planning cycles, including multi-year roadmaps, annual planning, and budget development.
Drive strategic initiatives from inception to implementation, ensuring alignment with business goals and timely delivery.
Translate strategic vision into actionable plans with clear accountability and measurable outcomes.
Monitor initiative progress, identify risks, and implement mitigation strategies.
Design and optimize organizational structures, governance frameworks, and operating models.
Implement process improvements and efficiency initiatives across the TDO organization.
Partner with Finance on reporting, analysis, and investment prioritization.
Oversee business case development, ROI analysis, and strategic resource allocation.
Stakeholder Management & Communications
Design and facilitate leadership team engagements, including strategic off-sites, executive meeting agendas, and communication rhythms that strengthen team cohesion, enhance interpersonal dynamics, and drive alignment on priorities.
Represent the Wholesale TDO in executive forums, steering committees, and cross-functional working groups.
Prepare executive communications, board materials, and regulatory briefings.
Facilitate alignment and decision‑making across diverse stakeholder groups.
Manage internal and external engagement strategies, ensuring consistent messaging and transparency.
Foster a culture of innovation, collaboration, and continuous improvement.
Program & Portfolio Management
Oversee the enterprise‑wide technology and operations program portfolio, ensuring alignment with strategic priorities.
Drive governance for project and program execution, investment decisions, and resource prioritization.
Monitor delivery progress, manage dependencies, and resolve impediments.
Facilitate portfolio optimization and rationalization efforts.
Lead the implementation and governance of comprehensive risk management frameworks for program initiatives, ensuring proactive identification, mitigation, and oversight of operational and technology risks within the scope of responsibility.
Qualifications
Advanced degree in a relevant field, or an equivalent combination of education and work experience.
Fifteen years progressive related experience in managing enterprise technology organizations combined with overall twelve years progressive related experience in enterprise technology.
Demonstrated experience in technology operations management, financial management, risk management, people management, issue resolution, influencing team members and other stakeholders, conducting difficult negotiations and managing to stringent timelines for project deliverables.
Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies.
Demonstrated leadership in the implementation of complex programs and projects.
Experience in leading regional or global banking teams.
Broad business acumen skillset to include Financial planning, workforce management, and organizational health.
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, E-Verify, IER Right to Work.
#J-18808-Ljbffr