Senior Business Operations & Strategy Consultant
Truist · Charlotte, NC
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About the Job
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Regular or Temporary
Regular
Please review the following job description
The Senior Business Operations & Strategy Consultant serves as a strategic business management partner to the TD&O Wealth organization, helping drive operational excellence, organizational alignment, and consistent execution of key business priorities. This role works closely with Wealth TD&O leadership and cross functional partners to support strategic planning, business operations, performance management, governance routines, and execution of divisional objectives.
As a trusted advisor and coordinator, the Senior Business Operations & Strategy Consultant helps translate strategy into action by leading complex technology initiatives, managing operational rhythms, and delivering insights that support informed decision making. The role integrates people, processes, technology, and data to improve organizational effectiveness, enhance transparency, and strengthen alignment across the Wealth Technology organization and enterprise partners.
Core responsibilities include supporting executive reporting, operational governance, business planning, performance analytics, communications, workforce and financial management activities, and continuous improvement initiatives. The role serves as a key point of coordination across business, technology, finance, risk, human resources, and other support functions to ensure priorities, risks, and deliverables are effectively managed and aligned to organizational objectives.
Required Qualifications
The requirements listed below are representative of the knowledge, skill and/or ability required.
- 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).
Preferred Qualifications
- Wealth Management and Financial Services Experience
Experience supporting technology, operations, or business management functions within Wealth Management, Financial Services, or related business segments, with an understanding of industry products, services, and regulatory considerations.
- Business Management and Operational Excellence
Experience supporting business operations, governance, strategic planning, executive reporting, and organizational effectiveness within a complex technology or corporate environment. Strong analytical and problem-solving skills, with the ability to leverage data, performance metrics, and technology knowledge to support decision making.
- Executive Communication and Stakeholder Management
Proven ability to synthesize complex information into executive-ready presentations, reporting, and communications, while building strong relationships and collaborating effectively across technology, business, finance, human resources, risk, and other enterprise functions.
- Strategic Execution and Continuous Improvement
Experience supporting multiple initiatives and business priorities while driving process improvements, operational efficiencies, and change management activities.
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.