TD&O WEALTH Senior Business Operations & Strategy Consultant

Truist Financial
Charlotte
Workplace: OnsiteFull timeFunction: Business OperationsExperience: 7+ yearsEducation: bachelorsSkills: ["Stakeholder management","Communication","Analytical thinking","Problem-solving","Continuous improvement"]

Serve as a strategic business management partner to the TD&O Wealth organization, translating priorities into execution through operational governance, strategic planning, performance analytics, and executive reporting. Lead complex technology-related initiatives and operational rhythms, collaborate across business/technology/finance/risk/HR, and drive continuous improvement through process and technology enhancements. Communicate risks, status, and improvement plans to senior stakeholders while supporting and guiding junior team members.

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Truist Financial
Truist Financial
1 day ago

TD&O WEALTH Senior Business Operations & Strategy Consultant

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Job Summary

Serve as a strategic business management partner to the TD&O Wealth organization, translating priorities into execution through operational governance, strategic planning, performance analytics, and executive reporting. Lead complex technology-related initiatives and operational rhythms, collaborate across business/technology/finance/risk/HR, and drive continuous improvement through process and technology enhancements. Communicate risks, status, and improvement plans to senior stakeholders while supporting and guiding junior team members.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Lead execution of larger technology projects and coordinate operational activities to ensure efficiency, reliability, and business alignment.
  • •Identify, design, and implement process and technology improvements to enhance operational workflows.
  • •Collaborate with cross-functional teams to align business operations with technology strategies and organizational goals.
  • •Analyze and report performance metrics to drive continuous operational improvements and execute operational technology strategies.
  • •Communicate operational status, risks, and improvement plans to senior stakeholders, and provide coaching and guidance to junior team members.

Pay and Benefits

Perks:MedicalDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor’s degree or equivalent education, training, and work-related experience.
  • •Minimum of 7 years of relevant experience in business operations or related professional roles.
  • •Strong knowledge of business processes, technology applications, and operational management.
  • •Proficiency in standard office software (e.g., Microsoft Office).
  • •Ability to ensure compliance with organizational policies, regulatory requirements, and risk management standards.
Experience:7+ yearsWealth managementFinancial servicesBusiness operations
Education:Bachelor's
Skills:Stakeholder managementCommunicationAnalytical thinkingProblem-solvingContinuous improvement
Languages:English
Tech Stack:Microsoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn