Digital Banking Portfolio Management Lead

1 month ago

Raleigh, North Carolina, United States Truist Full time

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Portfolio Management Lead will establish the demand intake and management process for the digital banking organization, inclusive of process standardization and adherence; long-term planning and cross-team coordination. The lead will partner with digital leads and key stakeholders across the enterprise, specifically investment planning and channels engineering & innovation.

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. Develop, implement, and coordinate demand intake processes & policies and works with other department leaders to define, prioritize and develop epics. Create a model for aligning strategic/annual planning, capacity forecasting and budgeting.
  2. Establish and lead intake ceremonies. Ensure programs meet organization goals & requirements. Manages day-to-day activities of the intake process to ensure digital initiatives meet organizational goals (value stream alignment) and intake requirements. Manages intake evaluation meetings with leadership and key partners.
  3. Implement and provide guidance related to demand management processes and guidelines. Capable of resolving escalations, conducting trade-off conversations and managing/maintaining business relationships.
  4. Partner with Digital Leadership team to establish strategic priorities: annual and quarterly priorities
  5. Uses sophisticated analytical thought to exercise judgment and identify and communicate innovative solutions and key decisions to stakeholders.
  6. May have people management responsibilities of a small team.
  7. May play lead role in moderately complex projects or initiatives.

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

Preferred Qualifications:

  1. MBA or advanced degree
  2. Banking or financial services experience
  3. Previous experience establishing a demand intake process from conception to execution

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting/Standing/Walking/Bending/Lifting

Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

Standing (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

Visual / Audio / Speaking

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.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel (Must select one)

Minimal and up to 10%

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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

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