CSBB Portfolio Planning Lead

Truist Financial Corporation Portfolio Planning Lead

This will be an office centric role requiring working in the office five days per week in January 2026 at one of the locations listed on the requisition. The Portfolio Planning & Operations team is broadly responsible for designing and delivering a holistic Consumer and Small Business Banking (CSBB) portfolio of strategic initiatives and operational imperatives that ultimately deliver on our enterprise objectives. This includes managing a broad portfolio of initiatives that span a variety of work-types (strategic, operational, risk / reg., core productivity, expense, and cost management). The team is critical to driving a comprehensive and collective portfolio of change initiatives, ranging from day-to-day operational changes to large multi-year investment projects. Seated at the top of the change funnel, this team is critical to determining what change initiatives are introduced to the portfolio, recommends timing and sequencing of our work, ensures sound business rationale and rigor to pressure test as well as validate business assumptions, and partners closely with key business leaders to deliver on the growth objectives for our portfolio.

Highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development, resourcing, prioritization, execution, optimization, and delivery of our Consumer and Small Business Banking portfolio strategy to deliver our long-term holistic operational and strategic objectives. The CSBB Portfolio Planning Lead will work closely with executive stakeholders, cross-functional partners, and be responsible for leading junior teammates. Role is subject to change based on shifting business needs.

Essential Job Duties

• Support the development and maintenance of the comprehensive CSBB portfolio strategy aligned to the enterprise's 5-year strategic vision, objectives, and financial results.
• Support the development and publishing of the CSBB Execution Roadmap as well as the CSBB Consolidated Portfolio to the Chief Consumer Banking Officer.
• Support the portfolio optimization strategy, to ensure strategic / operational alignment, efficient resourcing, trade-off decisions, and balance of risk.
• Monitor and report on the ongoing health of the CSBB Execution Roadmap and CSBB Consolidated Portfolio.
• Partner with cross-functional stakeholders to foster strong relationships and deliver impactful outcomes.
• Lead and delegate small to medium tasks to junior teammates.
• Effective presentation skills and adequate executive presence.
• Comfortable working with ambiguity and tight deadlines.

Required Qualifications

Preferred Qualifications

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.