Truist Financial

Director, Portfolio Transaction Management

Truist Financial$125K — $150K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in financial services
  • Proven leadership in managing outsourced relationships
  • Strong communication and presentation skills to executive levels
  • Familiarity with industry standards for managing service providers
  • Advanced degree in real estate, business, or finance preferred
  • MCR Designation from CoreNet is a plus

Responsibilities

  • Lead governance of outsourced transaction management providers for real estate transactions
  • Document and enhance operating model for transaction management
  • Oversee lease lifecycle and ensure compliance with SLAs
  • Coordinate with stakeholders on acquisitions and divestments
  • Implement regulatory and internal control requirements for providers
  • Translate portfolio strategy into measurable outcome targets
  • Manage end-to-end relationship with outsourced providers
  • Establish vendor performance metrics and drive data-informed decisions
  • Promote continuous improvement through automation and process optimization

Benefits

  • Comprehensive medical, dental, and vision insurance
  • Life and disability insurance options
  • 401k plan with tax-preferred savings accounts
  • At least 10 vacation days and 10 sick days annually
  • Paid holidays and potential pension benefits
  • Restricted stock units and deferred compensation plans may be available
Full Job Description
Own real estate transaction outcomes by governing an outsourced transaction management provider responsible for end-to-end execution, ensuring compliant, timely, and cost-effective delivery through clear standards, SLAs/KPIs, controls, and performance cadence 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. Lead the governance of the outsourced transaction management provider, setting clear expectations, coaching/enablement requirements, and accountability to deliver measurable portfolio outcomes aligned to strategic and operational objectives. 2. Define, document, and continuously improve the outsourced transaction management operating model (scope of services, RACI/decision rights, stage gates, controls, and standard work) and run the governance cadence to ensure consistent, risk-managed outcomes. 3. Govern the outsourced provider's lease lifecycle and lease administration delivery (critical dates, renewals, terminations, compliance, payments, and documentation), ensuring SLA performance, data integrity, and timely issue resolution. 4. Own acquisition and divestment outcomes by governing the outsourced provider's end-to-end execution, aligning internal stakeholders (Finance, Legal, Operations) on requirements and approvals, and managing escalations to remove blockers and deliver to plan. 5. Establish and enforce contractual, regulatory, and internal control requirements for the outsourced provider; ensure audit-ready documentation, compliance reporting, and financial stewardship for transaction and ongoing lease obligations. 6. Translate portfolio strategy into outcome targets (e.g., total occupancy cost, revenue, cycle time, compliance) and hold the outsourced provider accountable for delivering results through performance reviews, corrective action plans, and proactive forecasting. 7. Manage the outsourced provider relationship end-to-end, including staffing models, prioritization, service delivery planning, executive communications, and structured escalation paths to ensure business continuity and stakeholder satisfaction. 8. Implement and maintain vendor scorecards (SLAs/KPIs, quality, cycle time, cost, and compliance), lead regular performance governance forums, and drive data-based decisions, benchmarking, and service improvements. 9. Drive continuous improvement with the outsourced provider by identifying automation and process optimization opportunities, governing change implementation (controls, training, and adoption), and ensuring sustained performance gains via root-cause analysis and action tracking. 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. Financial services experience 2. Knowledge of industry standards of managed relationships 3. Prior leadership experience leading outsourced relationship model 4. Prior experience with executive level presentation engagement, excellent communication and written skills Preferred Qualifications: 1. Advanced degree with a bachelor's degree in real estate, business, or finance 2. MCR Designation from CoreNet The annual base salary for this position is $X. 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.

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
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