Head of Business Management Office - Wholesale Technology, Data & Operations

Charlotte, NC
Full-Time

Job 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:

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
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.

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
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. Advanced degree in a relevant field, or an equivalent combination of education and work experience
2. Fifteen years progressive related experience in managing enterprise technology organizations combined with overall twelve years progressive related experience in enterprise technology
3. 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
4. Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies
5. Demonstrated leadership in the implementation of complex programs and projects
6. Experience in leading regional or global banking teams
7. Broad business acumen skillset to include Financial planning, workforce management, and organizational health


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 E-Verify IER Right to Work

PDN-a04a047c-34da-49c5-a797-282096d85703

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:

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
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.

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
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. Advanced degree in a relevant field, or an equivalent combination of education and work experience
2. Fifteen years progressive related experience in managing enterprise technology organizations combined with overall twelve years progressive related experience in enterprise technology
3. 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
4. Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies
5. Demonstrated leadership in the implementation of complex programs and projects
6. Experience in leading regional or global banking teams
7. Broad business acumen skillset to include Financial planning, workforce management, and organizational health


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 E-Verify IER Right to Work

PDN-a04a047c-34da-49c5-a797-282096d85703

About Truist

Care starts on the inside.


At Truist, our purpose is to inspire and build better lives and communities. And we do that through real, unwavering care. As part of that commitment to care, we’re creating an inclusive and energizing work environment that empowers teammates to learn, grow, and have fulfilling careers.


Why work at Truist?

· Be part of an inclusive culture. We actively recruit and train diverse talent. And not just because it’s the right thing to do—but because we’re inspired by the perspectives and experiences of people from different backgrounds.

· Balance your work and life. We offer flexible healthcare benefits, time off for vacation, wellness, and community service, and company-sponsored financial education programs. We want our teammates to lead full, healthy lives.

· Make meaningful connections. We see the future of financial services as one defined not only by technology, but by humanity. A true balance of innovation, inclusion, and conversation—cutting-edge and close-to-home. You'll be part of building it at Truist.


We’re looking for people with open hearts, big dreams, and new ways of thinking to take us to innovative places in banking. Join us.

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Head of Business Management Office - Wholesale Technology, Data & Operations
Truist
Charlotte, NC
Nov 6, 2025
Full-time
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