Truist

Vice President

• The ABL Structuring team structures, underwrites and closes asset-based lending transactions.
• Requires in depth quantitative and qualitative analysis to obtain Truist's balance sheet commitment as well as supporting distribution risk decisions.

Vice President – Asset Based Lending

Customer Support

• Provide white glove service to assigned clients by understanding their business
• Listen, analyze and resolve assigned client inquiries
• Leverage Wholesale Payments knowledge and expertise
• Be the resident subject matter expert on the department’s software systems
• Provide distinctive, secure, and successful client experiences
• Assess requests that are critical and/or beyond the standard resolution process
• Deliver high quality work by adhering to service level agreements
• Support internal teammate inquiries regarding implementation, servicing and fulfillment requests
• Utilize expertise, internal and external business resources to resolve issues effectively

Wholesale Payments Support Specialist

Risk

• Provides senior leadership level risk oversight and insight in driving the successful implementation of the LoD2 Enterprise Data Risk Oversight Program across the Enterprise Data Office (EDO) and other areas of the enterprise as appropriate.
• This role requires a senior risk technologist who brings sufficient technical depth in data platforms, data architecture, and artificial intelligence to lead credible, technically informed risk oversight of these domains.
• The ideal candidate either has demonstrated experience leading risk evaluation of complex, technology-driven data environments and AI use cases from a governance and oversight perspective or possesses the strategic acumen and intellectual agility to build that expertise and embed it across the team.
• This leader will be expected to anticipate how emerging technologies reshape the enterprise risk landscape and translate that understanding into actionable oversight strategy.
• Partner across the organization to elevate the technical fluency of the broader EDRO team to ensure sustained, credible effective challenge, independent risk assessment, and sound risk advisory.
• Ensure effective issues management and remediation execution in alignment with the Enterprise Issue Management (EIM) Program.
• Play a strong leadership role in promoting, fostering, influencing, and ensuring a strong Truist risk culture driving proactive risk management and remediation accountability across the enterprise.

Senior Enterprise Data Risk Oversight Manager

• Drives successful execution of the EDRO Coverage and Operating Model including risk advisory, effective challenge and independent risk assessment responsibilities and delivery
• Ensures active engagement and collaboration with key business partners and stakeholders to ensure effective communication, education and understanding of EDRO Program requirements and expectations as appropriate
• Effectively contributes to the execution and delivery of the EDRO strategic plan including the supporting tactical plans/roadmaps
• Ensures all applicable laws, rules, regulations, internal policies, standards, and procedures are being followed
• Drives effective issues management and remediation execution in alignment with the Enterprise Issue Management (EIM) Program as applicable
• Supports and facilitates data risk reporting and metrics to effectively reflect and quantify data risk across the enterprise
• Promotes and fosters a strong Truist risk culture driving proactive risk management and remediation accountability across the enterprise
• Performs effective challenge on covered areas for all significant data processes and initiatives prior to moving to 3LoD for validation
• Provides risk advisory to strengthen data risk controls when applicable

Senior Data Risk Oversight Specialist

• Own and maintain the end-to-end governance of the deposit disclosure inventory , including tracking, version control, and ensuring completeness and accuracy across all disclosure artifacts (e.g., agreements, fee schedules, Account Overview Guides, client notices, digital disclosures, and forms).
• Establish and maintain structured processes and procedures for disclosure lifecycle management , including creation and maintenance of job aids, tracking tools (e.g., Airtable, SharePoint), and documentation standards to support audit readiness and consistent execution.
• Manage disclosure review cycles (annual and event-driven) by coordinating updates driven by regulatory changes, product enhancements, system updates, or risk/audit findings; ensure reviews are completed timely and supported by documented approvals.
• Assess impacts of business unit and enterprise initiatives on deposit disclosures , ensuring all required updates to client-facing materials are identified, prioritized, and implemented in alignment with regulatory and product requirements.
• Serve as the central point of contact for disclosure inventory and related governance processes , including supporting documentation requests, inventory validation, and ensuring alignment across multiple storage locations and delivery channels (e.g., Client Central, digital platforms, intranet, print).
• Perform research and coordinate responses related to client communication requirements , including inquiries tied to disclosure content, wording, or delivery to ensure accurate and compliant client messaging.
• Identify, assess, and escalate disclosure-related issues and risks , including inconsistencies across channels, outdated content, or gaps in required client communications; support intake and tracking through Issues Management frameworks.
• Partner with business owners, Product, Legal, Compliance, Marketing, and Operations teams to remediate identified gaps, implement required disclosure updates, and ensure alignment across systems, processes, and client-facing materials.
• Support development of preventative and detective controls related to disclosure management, including monitoring for upcoming review dates, content discrepancies, and process breakdowns.
• Perform ongoing monitoring of disclosure processes and related business execution , ensuring consistent adherence to governance standards, review timelines, and regulatory expectations.
• Execute more complex disclosure governance and risk activities , including coordinating large-scale updates (e.g., regulatory changes, product conversions) and supporting cross-functional initiatives impacting client communications.
• Escalate risks, control gaps, and capacity constraints related to disclosure management to leadership, including missed review cycles, inventory gaps, or process inefficiencies.
• Maintain strong working knowledge of applicable regulatory requirements governing deposit disclosures and client communications (e.g., Truth in Savings/Reg DD, Reg E), and ensure proper application to all supported products and materials.

Senior Business Governance Analyst – Deposit Disclosures

• Serve as a thought leader in the delivery of complex risk reporting, data, business intelligence, and related services
• Design, implement, and execute complex recurring or ad hoc reports
• Investigate and research unexplained variations in reports
• Develop and administer controls to ensure the integrity of departmental process
• Lead small projects with manageable risks

Senior Analyst – Enterprise Risk Reporting and Data

• Manage supervisory performance for 20-25 Premier Supervising Principals
• Provide escalated coaching, mentoring, and training for leaders and their team as needs are identified
• Evaluate and optimize business processes to improve efficiency while maintaining adherence to control standards and risk tolerance
• Assess operational impacts and governance requirements related to client migration, product changes, and system enhancements; develop mitigation plans in partnership with risk and operations partners
• Ensure operational escalations, control breaks, near misses, and emerging risks are communicated promptly to leadership and followed by documented action plans
• Actively participate in Senior Leadership committees and Working Groups
• Lead and oversee execution of Premier and Branch Banking’s regulatory compliance framework, ensuring all operational processes, supervisory routines, and frontline behaviors adhere to FINRA, SEC, Federal Reserve, CFPB, OCC, and Truist enterprise policies
• In the absence of the Director—or as delegated—serve as primary compliance liaison with Wealth Compliance, CSBB Compliance, Internal Audit, Enterprise Risk, and Regulatory Relations for inquiries, reviews, and escalations involving Premier and Branch Banking
• Responsible for ensuring Premier Banking satisfactory annual audit results of minimal to no significant findings
• Oversee and maintain full governance of FINRA licensing and registration requirements for Premier and Branch teammates, including onboarding, termination filings, continuing education, supervisory controls, and required attestations
• Ensure all supervisory controls satisfy Truist’s Three Lines of Defense framework, including proactive control testing, documentation of mitigants, certification routines, and issue management
• Manage governance of regulatory documentation—including policies, procedures, job aids, supervisory manuals, and licensing documentation—to ensure alignment with enterprise policy hierarchy and regulatory requirements
• Oversee onboarding compliance routines for Premier advisors and licensed teammates, ensuring alignment with supervisory principal reviews, U4/U5 processes, OBA/CE filings, background checks, and registration maintenance

Premier Branch Supervisory Risk Leader

• Provides in-office support to Wealth Advisors serving high-net-worth clients
• Partners closely with assigned advisor(s) to deliver a seamless client experience
• Serves as the primary intake point for client and advisor requests
• Manages workflow priorities, triages incoming requests, and coordinates with centralized service teams
• Support administrative fitness efforts through review of relevant reports
• Support sales and retention efforts by scheduling appointments
• Support Integrated Relationship Management activities
• Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance
• Work closely with the centralized service team
• Maintain positive working relationships with various departments
• Enter and maintain appropriate client records
• Respond to client requests for information and assistance
• Assist the advisors with other administrative functions
• Continually render responsive and professional personal service
• Can attend client events/meetings
• Serve as a peer-mentor for WSS I
• Participate in workstreams, committees and councils
• Able to provide support for multiple advisors and client relationships in a fast-paced environment
• Able to work independently and seek guidance as needed

Wealth Support Specialist II

Analyst

• Responsible for managing and preparing High Net Worth (typically $5MM+ in assets under management) financial and estate plans
• Completes diagnostic review of financial and estate planning documents
• Leads comprehensive wealth planning and strategy
• Proven ability to effectively execute the financial planning and advice process
• Execute planning engagements with Truist Wealth clients and prospects in compliance with all internal policies and procedures
• Maintain proficiency in all planning software
• Demonstrate strong understanding of the advice and planning process
• Actively engage in Advice and Planning Group and regional Wealth meetings
• Proactively engage in the growth and development of teammates
• Workflow prioritization and time management
• Create strong working relationships with internal partners and external COIs
• Subject matter expert in specific knowledge area within the Elements of Wealth related to complex financial planning concepts
• Maintain and pursue professional credentials that are necessary or enhance ability to deliver superior client solutions.
• Will work primarily in the region assigned; may also be utilized virtually or outside of the assigned region

Senior Advice & Planning Analyst

Data Scientist

• Support Wholesale Banking’s enhanced data and analytics strategy
• Partner closely with a Business Enablement Lead
• Serve as a data expert
• Consult on business needs and priorities
• Create requirements and help track and prioritize analytics pipeline
• Manage a team for rapid response outputs and ad-hoc reporting
• Track progress of reporting deliverables
• Partner on change management/adoption approaches
• Advance analytic capabilities
• Lead team in design and production of business reporting/competitive intelligence
• Develop and maintain strong working relationships
• Research, analyze, design data sources in support of projects
• Execute data and report validations
• Drive efficiencies and automation in reporting and analytic work

LOB Analytics Lead – Wealth

Product Manager

• balance business, technology and design priorities to deliver brand-defining product and service experiences
• convert the vision into a level of detail that the Agile delivery team can then prioritize as epics and features
• responsible for developing and maintaining a strategic delivery roadmap that supports business goals
• work at the strategic level (generating innovative ideas for growth) and at the tactical level (analyzing data, solving problems, and working with delivery teams for development)
• help monitor and drive the business on all aspects of demand, customer experience, and conversion
• research, analyze and learn about a target client segment, to garner a deep understanding of their segment and that segment’s financial needs
• analyze the market and competitive environment to define a differentiated product vision that delivers unique value
• collaborate with a wide variety of partners to align on strategy and develop a delivery roadmap that supports business goals
• write epics and features in support of the defined roadmap, working with partners to prioritize across teams
• create and track product metrics to inform strategy and roadmap, sharing analysis with partners
• ensure all Product Management Lifecycle (PML) process & procedures are followed, supporting security, risk, audit, and more,
• attend Agile ceremonies, as applicable.

Deposit Product Owner – Deposit Pricing and Rewards Engine

Product Analyst

• Develop and apply subject-matter expertise related to deposit and debit products.
• Execute product development initiatives and other projects by analyzing business and user needs, documenting requirements, measuring performance, and interpreting results to drive profitable growth, operational soundness, or regulatory compliance.
• Define Epics, Features and User Stories for DPRE product and pricing enhancements
• Partner in the execution of marketing, promotional and sales campaigns to drive client acquisition, deepening and retention for deposits and debit products.
• Work with Channel Leaders, Complaints partners, and Enablement teams to research and resolve client issues and create product and process documents to assist in teammate training.
• Build strong working relationships with key partners (Marketing, Legal, Risk, Compliance, Distribution, Servicing, Operations, Analytics, Technology, etc.).
• Work effectively as a part of cross-functional teams to drive successful strategic outcomes.
• Partner with analytics teams to conduct analysis around client behavior and needs.
• Perform research into competitor products.

Deposit Product Analyst – Deposit Pricing and Rewards Engine

IT Support

• Providing leadership in high-risk, complex audit engagements
• Planning, scoping and developing test plans including data analytics
• Allocate resources based on skills and schedules
• Setting clear quality expectations and evaluating effectiveness
• Developing audit reports aligning with risk appetite framework
• Identifying substantive and material issues
• Coaching and providing guidance to junior team members
• Managing multiple tasks including audits and advisory services
• Working independently, exercising judgment in risk assessment

Audit Manager – Compliance

Director

• Team Lead role that provides structure and underwriting expertise to securitization lending transactions
• Ability to execute across a wide variety of asset classes including new and bespoke transaction structures
• Ensure processes are efficient and adhere to enterprise standards
• Advocate for ASG needs, understand escalation channels and navigate the different internal groups
• Promote a culture of accountability around day-to-day activities
• Work with group head to create/improve reporting to run the business
• Oversight and accountability of key portfolio management processes
• Ensuring adequate procedures and controls to adhere to policies

Asset Securitization Lending Director – Managing Director

Security Engineer

• Automate operational workflows using Python
• Build and manage CI/CD pipelines using GitLab
• Manage AWS services and ensure secure, scalable cloud environments
• Build, deploy, and automate containerized applications
• Develop Infrastructure as Code using Terraform and CloudFormation
• Implement and support cloud security tools
• Troubleshoot and resolve pipeline, cloud, and infrastructure issues
• Manage vulnerability lifecycle for cloud infrastructure
• Collaborate with the data platform team on storage architecture
• Optimize dbt model performance through incremental materialization
• Build, maintain, and continuously improve a library of Grafana dashboards