Investment Management Office (IMO)

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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:

Serves as the overall accountability office for the TD&O portfolio — anchored in the Measurement stage of the TD&O Investment Lifecycle. Manages realized savings and where they are reallocated, measures the financial outcomes of investments to confirm whether targeted savings were delivered, and manages reallocation of forecast based on anticipated savings and opportunities. Carries forward the TD&O's self-funding engine, lifecycle governance, and Line-of-Credit mechanism.

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. Leads the execution of larger technology projects, coordinating operational activities to ensure efficiency, reliability, and alignment with business objectives.
2. Identifies, designs, and implements process and technology improvements to enhance operational workflows within area of responsibility.
3. Collaborates with cross-functional teams to align business operations with technology strategies and organizational goals.
4. Analyses and reports on performance metrics to drive continuous operational improvements.
5. Executes on operational technology strategies and initiatives to support business objectives.
6. Integrates innovative solutions to improve business outcomes and operational effectiveness.
7. As applicable, drives strategic alignment and operational excellence by guiding key external partnerships and leading cost‑optimization efforts that enhance financial performance and support organizational objectives.
8. Ensures compliance with organizational policies, regulatory requirements, and risk management standards.
9. Communicates operational status, risks, and improvement plans to senior stakeholders and leadership.
10. Provides coaching, guidance, and leadership to junior team members and supports their professional development.

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. Bachelor’s degree or equivalent education, training, and work-related experience.
2. Minimum of 7 years of relevant experience in business operations or related professional roles.
3. Strong knowledge of business processes, technology applications, and operational management.
4. Proficiency in standard office software (e.g., Microsoft Office).

Preferred Qualifications

1. Bachelor’s degree in business administration, finance, technology, or related field.
2. Experience in savings management, portfolio accountability, or financial outcome measurement with Finance validation and change control.
3. Familiarity with self-funding save levers (AI/automation, vendor, labor, portfolio rationalization, onshore-to-offshore) and savings lifecycle governance (Identified → In Progress → Confirmed → Realized).

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.

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.

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