Truist Portfolio Manager II 

United States, North Carolina, Charlotte 

396241419

Regular or Temporary:

English (Required)

1st shift (United States of America)

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. Analyzes portfolio performance, and recommends changes in investment mix to achieve goals.
2. Provides delivery management with demand views that enable the ability to appropriately plan resource assignments and needs and understand demand versus capacity.
3. Interprets internal/external business challenges and recommends best practices.
4. Uses sophisticated analytical thought to exercise judgment and identify innovative solutions.
5. Mentors less experienced teammates to build technical expertise.
6. May have people management responsibilities of a small team of portfolio managers.
7. May play lead role or technical consultant role in moderately complex projects or initiatives.

Strategic Leadership:

• Develop and execute technology strategies aligned with business goals, with a focus on payments, commercial lending, corporate investment banking, and wealth technologies
• Identify opportunities to improve operational efficiency and enhance business value through technology solutions

Technology Roadmap Development:

• Facilitate and lead the development of comprehensive technology roadmaps in collaboration with delivery teams and business stakeholders
• Ensure roadmaps are aligned with organizational priorities and corporate strategy, providing clear direction for technology initiatives and investments

Operating Model Development:

• Design and implement future-ready operating models that align with the organization’s strategic objectives and technology aspirations
• Assess current-state operating models and define target states to optimize processes, governance, and workforce effectiveness
• Drive change management efforts to support the adoption of new operating models across the organization

Technology Performance Management:

• Monitor, measure, and analyze technology performance metrics and KPIs to ensure alignment with business objectives

• Recommend and implement improvements to optimize performance and reduce costs
• Serve as a key subject matter expert (SME) on organizational effectiveness analysis, data collection, and reporting requirements for ET

Consulting Expertise:

• Leverage consulting experience to deliver strategic insights, manage stakeholder expectations, and drive consensus
• Facilitate workshops and presentations with internal teams to align on goals, setting a path to success for ET

Financial Services Expertise:

• Provide deep industry insights and domain expertise to guide decision-making and technology adoption
• Analyze market trends, benchmark competitors, and monitor regulatory developments to inform strategic planning and road-mapping

Project & Program Management:

• Lead cross-functional teams to deliver technology-driven projects within scope, budget, and timelines
• Develop and manage project roadmaps, resource allocation, and risk mitigation plans

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 and ten years of experience in IT or an equivalent combination of education and work related experience.
2. Meeting management, conflict management, and presentation skills.
3. Ability to plan effectively.
4. Ability to manage client expectations and relationship in a way that results in an effective team environment.
5. Deep specialized and/or broad functional knowledge of portfolio management.
6. Ability to translate business strategies and emerging external trends to organizational and operational tactics. Ability to solve unique and highly complex technical, operational, and organizational problems
7. Sophisticated analytical skills and the ability to solve complex technical and business problems.
8. Ability to influence others at senior levels to adopt a new perspective.

1. Master's degree or MBA and twelve years of experience or an equivalent combination of education and work experience, including five years of management experience.
2. Banking or financial services experience.

3. Eight+ years of experience in consulting, strategy, or technology management roles within the financial services industry

4. Proven expertise in facilitating and developing technology roadmaps, operating models, and business-aligned strategies

6. Deep understanding of financial services operations, regulatory landscapes, and emerging technology trends

7. Strong analytical and problem-solving skills, with the ability to translate data into actionable insights

8. Proficiency in technology tools and methodologies

9. Proficiency in Microsoft Office Suite, with expertise in Microsoft PowerPoint 10. Knowledge of the appropriate application of data and analytics capabilities, such as visualization and data science tools

11. Executive-level communication, presentation, and stakeholder management skills

12. Negotiation, persuasion, and the ability to influence others to adopt a new perspective and handle interpersonal issues with tact and diplomacy

13. Experience with agile methodologies, design thinking applications, and project management frameworks is a plus

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.