Truist · 9 hours ago
CSBB Portfolio Planning Lead
Richmond, VA
Full-time
Onsite
Senior Level
5+ years expTruist is seeking a highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development of their Consumer and Small Business Banking portfolio strategy. The role involves collaborating with executive stakeholders and cross-functional partners to deliver on long-term operational and strategic objectives while leading junior teammates.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
Bachelor's Degree from an accredited university
+ 5 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s)
Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Project)
Preferred
+ 7 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s)
+ 2 years in a Strategic discipline
+ 2 years' experience in Financial Analysis
+ 2 years' experience in Strategic Planning
+ 3 years' experience in Management Consulting
Strategic Road Mapping and / or OKR Framework familiarity
Master's degree in business administration from a top-tier University
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
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2026-01-15
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