Investment Banking/Capital Markets – Business Operations and Strategy Consultant

Job Description

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The Business Operations & Strategy Consultant serves as a key member of the Business Enablement function acting as an execution partner to Business Enablement Leads (BELs) and Wholesale Technology, Data & Operations (TD&O) leadership. This role helps translate business priorities into actionable plans, ensuring transparency, operational effectiveness, and alignment with enterprise requirements.

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The role operates as an extension of the Business Management Office, coordinating across technology, business, finance, risk, audit, human resources, sourcing, and enterprise partners to support the successful execution of organizational priorities. This individual helps drive disciplined execution, monitors operational health, manages reporting and governance routines, and supports continuous improvement efforts that enable business and technology teams to achieve strategic objectives.

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• Please note that for this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.)
• Please also note that candidates must be located in or willing to self-relocate to Charlotte, NC. Truist has 'in office' requirements that must be honored.

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Essential duties and responsibilities

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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.

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• Independently works on day-to-day operational activities to ensure efficiency, reliability, and alignment with business objectives.
• Identifies, designs, and implements improvements in operational workflows through technology and process enhancements.
• Collaborates with cross-functional teams to align business operations with technology strategies and organizational goals.
• Independently analyses performance metrics to drive continuous operational improvements and provide process improvement suggestions to senior professionals.
• Assists with integrating innovative solutions to enhance business outcomes and operational effectiveness.
• Ensures compliance with organizational policies, regulatory requirements, and risk management standards.
• Communicates operational status, risks, and improvement plans to stakeholders and leadership.
• When applicable, manages supplier activities to support effective cost control and ensure the timely delivery of goods and services.

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Qualifications

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Required qualifications

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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.

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• Bachelor’s degree or equivalent education, training, and work-related experience.
• Minimum of 5 years of relevant experience in business operations or related professional roles.
• Strong knowledge of business processes and technology applications.
• Proficiency in standard office software (e.g., Microsoft Office).

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Preferred qualifications

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• Bachelor's degree in Business Administration, Technology, or a related field.
• 3-5 years of experience in consulting, business operations, project management, or strategy-related roles.
• Demonstrated ability to coordinate cross-functionally, manage costs, drive operational improvements, and enhance business processes.
• Strong analytical, problem-solving, and decision-support skills, with experience leveraging data, performance metrics, and business insights to influence outcomes.
• Proven ability to manage multiple initiatives and priorities while driving process improvement, operational efficiency, and change management activities.
• Strong relationship management and collaboration skills.
• Proficiency with Microsoft Excel, PowerPoint, SharePoint, Power BI, and other business reporting and analytics tools.
• Experience leveraging Microsoft Copilot or other AI-enabled productivity tools is preferred.

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General description of available benefits for eligible employees

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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.

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Equal opportunity employer statement

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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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