Truist Financial

Real Estate Lending Head of Platforms and Delivery Optimization

Truist Financial$150K — $180K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years in professional services and financial services
  • 7+ years of product management experience
  • Deep knowledge of software development methodologies
  • Extensive background in digital banking and financial services
  • Experience in leading complex cross-functional projects
  • Demonstrated understanding of digital concepts and technology
  • Ability to manage teams throughout software development lifecycle
  • Bachelor's degree in relevant field; MBA preferred
  • Proven skills in strategic thinking and problem-solving
  • Exceptional relationship-building skills with stakeholders
  • Ability to adapt to changing work challenges and environments

Responsibilities

  • Lead and prioritize product management teams for client-focused product development
  • Analyze industry landscape and client needs to drive product strategy
  • Collaborate on product roadmaps with key stakeholders
  • Manage teams to break down product backlogs into actionable user stories
  • Work with Tech Agile teams on product development and support
  • Ensure compliance with Legal and Risk during product development
  • Facilitate collaboration among marketing, operations, and readiness teams for product rollout
  • Oversee client experience metrics and outcomes for assigned platforms
  • Manage product pricing and annual budget forecasts
  • Hire, mentor, and develop team members to strengthen talent pool

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and disability coverage
  • 401k plan with company contributions
  • Generous vacation and sick leave policies
  • Paid holidays and additional leave options
  • Potential eligibility for pension plans and stock options
  • Access to tax-preferred savings accounts
  • Opportunities for career development and advancement
Full Job Description
The Platform Leader partners with a wide cross-section of partners to create innovative and compelling experiences for our Truist clients. Responsible for defining, championing, building, delivering, and measuring products/platforms and strategies for their segment. This role leads high performing product management teams consisting of product managers, product owners, and product analysts.

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. Responsible for leading a team of Product Managers and Product Owners, setting direction and priorities for products, services, and experiences targeted for various client groups across the organization.
2. Responsible for understanding industry landscape, competitive environment, and voice of client.
3. Develop product roadmaps in collaboration with Relationship Managers and Line of Business (LOB) partners.
4. Manage teams that develop and groom backlog from EPICS down to user stories in partnership with LOB, User Experience/User Interface, Content, Technology, and Operations.
5. Partner with Tech Agile teams on development, rollout, and post-production support.
6. Partner with Legal, Risk, & Compliance on new product development and remediation when applicable.
7. Partner with associated LOBs, marketing, operation, and readiness teams on commercialization and rollout.
8. Responsible for the client experience/results/KPIs of assigned platforms.
9. Manage product pricing, including modeling pricing changes.
10. Manage annual budget, including monthly forecasting.
11. Hire, mentor and manage team members; proactively provide timely, candid, and constructive performance feedback in efforts to cultivate appropriate talent pool to ensure adequate bench strength and succession planning.
12. Responsible for leading teams across related but disparate functions to support successful deployment of new products and integrated experiences.

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. A minimum of fifteen+ years in a combination of professional services and financial services industry
2. Seven+ years of product management experience
3. Deep understanding of software development methodologies and best practices
4. Deep and broad experience in digital banking, financial services, or other complex transactional services
5. Experience leading complex, cross-functional initiatives and large scale projects
6. Demonstrable understanding and application of digital concepts and technology
7. Ability to lead initiatives throughout the software development lifecycle, including post implementation
8. Bachelors' degree in business, engineering, design, or technology field; banking or financial management education or equivalent education and related training
9. Strong strategic thinker, with ability to quickly assess complex problems, prioritize key issues, and focus on relevant facts
10. Demonstrated experience in managing a varied team of professionals in a project-based environment and a proven ability to coach and develop a team
11. Outstanding skills presenting/communicating ideas and data to Executive level leaders
12. Sound business judgment and ability to build a business case around a product or service
13. Expert relationship builder; developing open, effective, considerate, and productive working relationships. Can "work the matrix" and gain credibility quickly with internal and external constituents
14. High level of adaptability; responds appropriately and competently to the demands of work challenges when confronted with change, ambiguity, adversity, and other pressures

Preferred Qualifications:
1. Masters' of Business Administration (MBA) degree or Master's degree in business, engineering, design, or technology field; banking or financial management education
2. Experience in banking, insurance, financial services, and/or investments across multiple client segments including consumer, small business, wealth and commercial business
3. Experience in payment products, including ACH payments, wire transfers and real-time payments(RTP)

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting
Constantly (More than 50% of the time)
Standing
Frequently (25% - 50% of the time)
Walking
Frequently (25% - 50% 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%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.

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

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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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