Truist Financial

Capital Markets Strategic Execution Lead

Truist Financial$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Business, Finance, or relevant field
  • 8+ years in strategy or business consulting roles
  • Strong critical-thinking and analytical skills
  • Excellent verbal and written communication skills
  • Proficient in MS Office (PowerPoint, Excel, Word)
  • Ability to collaborate and engage with various stakeholders

Responsibilities

  • Partner with Capital Markets leaders to shape business strategy and operating model
  • Execute current strategies, translating objectives into actionable plans
  • Serve as the coordination point for various business functions
  • Identify opportunities and foresee risks in capital markets operations
  • Lead cross-functional teams for executing strategic goals
  • Prepare executive-level presentations for leadership
  • Drive effective business meetings and agendas

Benefits

  • Comprehensive health coverage
  • Retirement savings plan
  • Professional development opportunities
  • Access to mentorship programs
  • Flexible working arrangements
Full Job Description
The purpose of this role is to formulate, develop, and drive the strategic initiatives and operating routines of the Capital Markets business, partnering directly with the Capital Markets leadership team across Debt Capital Markets (DCM), Leveraged Finance (LevFin), and Equity Capital Markets (ECM). Acting as a trusted business-management partner to the Capital Markets leaders, the role is responsible for executing leadership’s current strategy, including projects to expand and deepen the platform’s product capabilities, and for coordinating delivery across the full set of constituents required to run the business. The role requires a strong understanding of capital markets and the product flows within an investment bank, sharp critical-thinking and cross-functional collaboration skills, and the ability to clarify business strategy and translate it into the capabilities, operating model, and implementation approaches needed to achieve the Capital Markets organization’s strategic objectives. May manage a team. Essential Duties: 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.    Partner with the Capital Markets leadership team across Debt Capital Markets (DCM), Leveraged Finance (LevFin), and Equity Capital Markets (ECM) to develop business strategy and the target operating model, including the organizational shifts and adjustments (people, product, process) required to deliver on that strategy. 2.    Work directly with the Capital Markets leaders to execute their current strategy, translating strategic objectives into cross-functional execution plans that deliver the desired outcomes, including projects to expand and deepen the platform’s product capabilities. 3.    Serve as the primary point of coordination across the broad set of constituents required to run the business, including trading, risk, legal, compliance, product control, finance, technology, marketing and communications, and human resources, to advance strategic priorities and resolve cross-functional issues. 4.    Apply a strong understanding of capital markets and the product flows within an investment bank to identify opportunities, anticipate risks, and inform business decisions. 5.    On an ongoing basis, identify opportunities and develop initiatives to accelerate performance against the organization’s strategic goals and objectives. 6.    Lead the development of, and present, recommendations to address strategic business needs. 7.    Perform qualitative and quantitative analyses (e.g., benchmarks, industry trends, and internal operating and financial data) to support strategic rationale and measure results. 8.    Lead cross-functional teams to clarify the execution tactics and plans required to achieve strategic goals. 9.    Facilitate and drive project meetings with senior business leaders and client, product, and business-partner subject-matter experts (SMEs). 10.    Support the development and execution of the agenda and approach for operating routines, including leadership meetings and business reviews. 11.    Prepare and deliver high-quality, executive-level presentations for Capital Markets leadership, including regular town halls, leadership meetings, and leadership offsites. 12.    Develop and drive consistent adoption of templates, processes, and approaches that streamline core and common functions, including meetings and client engagement, business overviews, headcount tracking and management, and HR initiatives. 13.    Support a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect. 14.    Develop, guide, and mentor less-tenured teammates. 15.    May manage a team. 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 degree in Business, Finance, or equivalent education and related training or experience to include 8+ years of experience in positions that carry increasing levels of responsibility, including experience in strategy or business consulting 2.    Critical-thinking skills; ability to break-down large, abstract problems or questions into sub-components and develop comprehensive and cohesive recommendations, with supporting data/rationale 3.    Excellent communication skills (written and verbal) 4.    Strong cross-functional collaboration skills 5.    Excellent interpersonal skills, ability to engage with stakeholders at all levels in the organization 6.    Advanced proficiency with MS Office tools: PowerPoint, Excel and Word Preferred Qualifications: 1.    Prior experience in a business management, strategy, or business-execution capacity supporting a capital markets or investment banking business. 2.Strong knowledge of, and experience in, strategic planning and execution, including creating and executing comprehensive plans associated with business integrations, product launches and enhancements, technology releases, policy changes, and line-of-business strategic plans. 3.    Proven ability to collaborate across organizational silos. 4.    Ability to think strategically while delivering tactically. 5.    Strong understanding of capital markets, including Debt Capital Markets, Leveraged Finance, and Equity Capital Markets, and of the product flows within an investment bank. 6.    Ability to translate and present complex data in a manner that educates, enhances understanding, and influences decisions. 7.    Advanced skills in data visualization and storytelling. 8.    Sense of urgency and the ability to multi-task and manage competing priorities in a deadline-driven environment. 9.    MBA or relevant professional certification.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
+14.3%
NASDAQ

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