This role serves as a trusted advisor to Truist's executive leadership (with an emphasis on the Consumer and Small Business Banking businesses across Truist), providing guidance on competitive positioning, long-term vision, and short-term performance strategies. It is responsible for managing and enhancing the company's annual strategic planning process, ensuring the delivery of high-quality content and recommendations for senior management, the board of directors, and regulatory bodies. The position also leads internal consulting engagements that shape strategic decisions, develop actionable recommendations, and create business case / implementation plans that drive measurable results. By influencing investment priorities and assessing organizational performance, this role ensures alignment with Truist's overarching strategy and accelerates progress toward achieving enterprise goals. 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. Design and manage corporate strategic planning processes (Enterprise, Lines of Business, and Functions) and develop business strategies (long-term complex plans that drive operational and financial results). 2. Assess future trends, the external environment, and the competitive landscape to identify opportunities and risk for evaluation; complete analysis and develop recommendations for executive leadership. 3. Conduct internal consulting engagements and lead highly complex and visible projects with notable risk and complexity. 4. Develop content for Executive Leadership and the Board of Directors encompassing the strategic plan, associated performance updates, and special topics. 5. Identify and resolve technical, operational, risk management, business, and organizational challenges, and establish long-term solutions for continuous improvement; ensure clarity of performance targets. 6. Impact results by advocating for the funding of projects, products, services, and/or technologies; develop policies and plans. 7. Provide leadership to managers and/or professional-level contributors regarding priorities, overcoming obstacles, and delivering high quality results. 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 degree and 12 years of experience in corporate and/or business strategic planning and development, or an equivalent combination of education and work experience. 2. Demonstrated proficiency developing business strategies to achieve operational and financial results. 3. Experience designing, managing, and continually improving complex corporate processes that involve multiple constituencies and are highly integrated with related processes. 4. Demonstrated ability to independently resolve conflicts or problems that arise as the process is executed. 5. Extensive knowledge of business and organizational strategies and management objectives. 6. Ability to lead large highly complex projects of notable risk exposure. Ability to influence others at senior levels to adopt a new perspective. 7. Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry. 8. Experience leading and motivating teams of professional-level contributors, either directly or indirectly. 9. Demonstrated proficiency in basic computer applications, such as Microsoft Excel, Word, and PowerPoint. Preferred Qualifications: 1. Master's degree, experience at a top tier strategy consultant firm , MBA, and/or CPA 2. 7 years banking or financial services experience Other Job Requirements/Working Conditions Sitting Constantly (More than 50% of the time) Standing 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 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.