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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:

The Digital Banking Portfolio Management Lead is responsible for establishing and leading portfolio and demand management for the Digital Banking organization. This role ensures initiatives are strategically aligned to enterprise objectives, intake and prioritization are standardized and data driven, and outcomes are measured through clearly defined KPIs. The role drives long term planning, cross team coordination, and disciplined execution while partnering closely with Digital leadership, Investment Planning, Channels Engineering & Innovation, Governance, Risk, Compliance, and Business Unit stakeholders. The position plays a key role in advancing a scalable, transparent, and value focused portfolio management capability.

Essential Duties and Responsibilities

Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Key Responsibilities

Portfolio, Demand & Strategic Planning

• Establish, implement, and lead the demand intake and management process for the Digital Banking organization, ensuring standardization, transparency, and adherence across teams.
• Align strategic, annual, and quarterly planning with demand intake, capacity forecasting, and budgeting.
• Ensure initiatives are consistently aligned to enterprise and Digital Banking strategic objectives with clearly defined KPIs.
• Own long‑term portfolio planning and cross‑team coordination to balance capacity, dependencies, and value delivery.
• Establish, maintain, and monitor initiative‑level outcome measures and success metrics within the system of record.
• Evolve portfolio management practices to support scaled, repeatable processes across intake, prioritization, execution, and value realization.

Intake, Prioritization & Governance

• Design, implement, and continuously improve intake and prioritization frameworks.
• Apply data‑driven scoring models to ensure initiatives are approved based on strategic alignment and value.
• Establish and lead intake ceremonies and evaluation forums with leadership and key partners.
• Partner with Governance, Risk, Compliance, Investment Planning, and Business Unit stakeholders to validate and socialize prioritization approaches.
• Ensure demand and prioritization processes are sustainable, repeatable, and resilient over time.
• Resolve escalations, facilitate trade‑off discussions, and manage competing priorities.

Stakeholder Partnership & Enterprise Collaboration

• Serve as the portfolio management lead within the Business Relationship Team.
• Partner with Digital Leadership, Channels Engineering & Innovation, and enterprise stakeholders to translate strategy into actionable portfolio plans.
• Drive alignment across teams by managing dependencies, sequencing, and execution risks.
• Communicate portfolio status, outcomes, risks, and key decisions clearly to senior and executive audiences.
• Use advanced analytical thinking to identify insights, options, and recommendations for leadership decision‑making.

People Leadership & Team Management

• Create an inclusive, engaging, and high‑performing team environment.
• Conduct regular one‑on‑one “Connect” meetings to review progress, address obstacles, and support development.
• Set clear, measurable goals aligned to DCXM strategy and manage performance through ongoing feedback and coaching.
• Recognize and celebrate individual and team achievements.
• Support career growth through coaching, stretch opportunities, and advocacy for career mobility.
• May manage a small team and/or play a lead role on moderately complex initiatives.

Risk, Compliance & Controls

• Demonstrate strong risk management practices aligned to the enterprise Risk Management Framework.
• Proactively identify, escalate, and mitigate portfolio‑level risks and issues.
• Execute controls and remediation activities with integrity, sound judgment, and timeliness.

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.

• Bachelor’s degree and ten years of experience in program or portfolio management, or an equivalent combination of education and experience.
• Extensive experience operating within a large, regulated enterprise environment.
• Deep specialized and/or broad functional knowledge of portfolio management.
• Demonstrated experience developing and implementing demand intake, prioritization, and scoring frameworks.
• Strong analytical, planning, conflict management, and presentation skills.
• Ability to solve unique and highly complex technical, operational, and organizational problems
• Proven ability to influence senior leaders and manage complex stakeholder relationships.
• Experience working in or alongside Agile organizations.

Preferred Qualifications:

• MBA or advanced degree.
• PMP, LPM, or equivalent certification.
• Banking or financial services experience.

Success Measures

• High percentage of initiatives aligned to strategic objectives with clearly defined KPIs.
• Consistent, transparent, and trusted demand intake and prioritization decisions.
• Measurable delivery of expected business outcomes and value.
• Effective long‑term planning and cross‑team coordination.
• Strong team engagement, performance, and development outcomes.
• Consistent adherence to risk, compliance, and control expectations.

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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