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Wealth Brokerage Strategic Execution Director

Truist
United Statesfull_timeVerifiedPosted 29 Jun 2026

About the role

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role will report to the Truist Wealth Business Management Leader and formulate, develop, and execute strategic initiatives and operating routines for Wealth Brokerage within the Wholesale Banking organization. The leader will utilize strong critical-thinking skills to design and deliver strategies to drive business and financial outcomes in support of Wholesale Banking and Wealth Brokerage strategic objectives. The role will collaborate with and direct business and functional partners serving as an extension of Chief Wholesale Banking Officer (CWBO), Wholesale Chief Business Execution & Risk Officer (CBERO), Head of Truist Wealth, Head of Wealth Brokerage, and the broader Truist Wealth leadership team. Critical objectives include leading complex, cross-functional initiatives that accelerate performance and results.

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.    Support development of Wholesale Banking strategic and operating plan, including roadmap of impacts from strategic priorities and BAU activities on a rolling 12-month basis.
2.    Partner with line of business and business unit leaders to develop business strategy and target operating model including organizational shifts and adjustments (people, product, process) required to deliver on strategy. 
3.     Translate strategic objectives into cross-functional execution plans that enable the realization of desired outcomes.
4.    Provide perspective on relative performance to peers and lead development of Board and external deliverables (e.g., Earnings Prep, Investor Day, etc.).
5.    On an ongoing basis, independently engage business and functional leaders/partners 1-2 down from CWBO to identify opportunities and develop initiatives to accelerate performance against strategic goals and objectives.
6.    Lead the development of, and present recommendations to address strategic business needs.
7.    Perform qualitative and quantitative analyses (e.g., benchmarks, industry trends, internal operating and financial data) to support strategic rationale and measure results.
8.    Lead cross-functional teams to clarify execution tactics and plans to achieve strategic goals.
9.    Facilitate and drive project meetings with senior business leaders and client, product, business partner SMEs.
10.    Develop, guide, and mentor less tenured teammates.
11.    Support development and execution of agenda and approach to operating routines including leadership meetings and business reviews.
12.    Prepare formal presentations for the CWBO, including regular town halls, leadership meetings, and leadership offsites.
13.    Develop and drive consistent adoption of templates, processes, and approaches to streamline core and common functions including meetings, events & client engagement, business overviews, headcount tracking and management, HR initiatives, etc.
14.    Collaborate with functional partners including finance, HR, credit & risk management, legal & compliance, marketing & communications, events, and technology.
15.    Support a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect.

16. May manage a team.


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 disabi

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Company

Truist

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