Truist Financial

Invest & Operate Portfolio Manager

Truist Financial$110K — $130K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent education, training, and work-related experience.
  • Minimum of 7 years of relevant experience in business operations or related professional roles.
  • Strong knowledge of business processes, technology applications, and operational management.
  • Proficiency in standard office software (e.g., Microsoft Office).
  • Experience managing run-the-bank and discretionary portfolios (preferred).
  • Familiarity with integrated portfolio analysis tools (preferred).

Responsibilities

  • Leads execution of technology projects to ensure efficiency and alignment with business objectives.
  • Identifies and implements process improvements to enhance operational workflows.
  • Collaborates with teams to align operations with technology strategies and goals.
  • Analyzes performance metrics to drive continuous operational improvements.
  • Executes operational technology strategies to support business objectives.
  • Integrates innovative solutions to improve business outcomes.
  • Drives alignment and optimization through external partnerships and cost-reduction efforts.
  • Ensures compliance with policies, regulatory requirements, and risk management standards.
  • Communicates operational status and improvement plans to senior leaders.
  • Provides coaching and leadership to junior team members.

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and disability plans
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401k plan
  • At least 10 days of vacation and 10 sick days per year
  • Paid holidays
  • Potential eligibility for pension plan and deferred compensation options.
Full 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.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to (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:

Consolidates Operate, Discretionary, and integrated portfolio analysis into a single management function — overseeing prioritization, governance, and delivery of business-as-usual (run-the-bank) work, the largest recurring spend category and source of most self-funding levers. Manages intake, evaluation, and governance of transformation and discretionary funding requests, and provides integrated analysis, reporting, and decision support across the Risk & Regulatory, Operate, Core Technology, and Discretionary portfolios.

*Please note that for this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.)

**Please also note that candidates must be located in *or* willing to self-relocate to one of the following locations: Charlotte, NC or Atlanta, GA. Truist has 'in office' requirements that must be honored.

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. Leads the execution of larger technology projects, coordinating operational activities to ensure efficiency, reliability, and alignment with business objectives.
2. Identifies, designs, and implements process and technology improvements to enhance operational workflows within area of responsibility.
3. Collaborates with cross-functional teams to align business operations with technology strategies and organizational goals.
4. Analyses and reports on performance metrics to drive continuous operational improvements.
5. Executes on operational technology strategies and initiatives to support business objectives.
6. Integrates innovative solutions to improve business outcomes and operational effectiveness.
7. As applicable, drives strategic alignment and operational excellence by guiding key external partnerships and leading cost‑optimization efforts that enhance financial performance and support organizational objectives.
8. Ensures compliance with organizational policies, regulatory requirements, and risk management standards.
9. Communicates operational status, risks, and improvement plans to senior stakeholders and leadership.
10. Provides coaching, guidance, and leadership to junior team members and supports their professional development.


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 or equivalent education, training, and work-related experience.
2. Minimum of 7 years of relevant experience in business operations or related professional roles.
3. Strong knowledge of business processes, technology applications, and operational management.
4. Proficiency in standard office software (e.g., Microsoft Office).


Preferred Qualifications

1. Bachelor’s degree in business administration, finance, technology, or related field.
2. Experience managing run-the-bank (Operate) and discretionary/transformation portfolios, including intake, prioritization, and funding governance.
3. Familiarity with integrated portfolio analysis and reporting tools (e.g., Power BI portfolio metrics, investment and demand governance forums).

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 . 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.

Stay Connected

Don’t miss out on future opportunities or insights into our company culture and industry trends. Subscribe to our job alert emails and stay informed about new positions and career tips directly from our professionals. At Truist Financial, we’re not just offering jobs; we’re building careers. Join us and discover how you can make a difference and fuel your future.

SEARCH TRUIST FINANCIAL JOBS

READ CAREERS BLOG

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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