📌 Core Information
🔹 Job Title: Director of Client Engagement and Programs
🔹 Company: Truist
🔹 Location: Atlanta, GA (with remote flexibility)
🔹 Job Type: Full-time
🔹 Category: Financial Services
🔹 Date Posted: May 7, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: On-site with remote flexibility
🚀 Job Overview
Key aspects of this role include:
- Developing and executing a growth-focused business strategy for Truist Wholesale's use of Tickets, Suites, Events & Sponsorships
- Collaborating with various teams to optimize these assets and report on their effectiveness across different Lines of Business
- Building strong partnerships with groups across Marketing and other key business partners
- Influencing stakeholders and serving as the key leader representing Wholesale across the Enterprise
- Managing a team and driving a culture of collaboration and trust
ASSUMPTION: This role requires a strategic mindset, strong communication skills, and the ability to work effectively across multiple teams and Lines of Business.
📋 Key Responsibilities
✅ Develop and maintain strong partnerships with groups across Marketing, LOBs, and Data & Analytics to execute on strategy
✅ Build routines for reporting that will be used by each LOB in Wholesale to measure business growth and guide decision-making
✅ Influence stakeholders to build agreement across Wholesale LOBs and serve as the key leader representing Wholesale across the Enterprise
✅ Lead key governance activities, including establishing the Wholesale Tickets, Suites, Events and Sponsorship Council and developing quarterly reports
✅ Maintain a risk mindset and work with risk teams to ensure documented processes for assets being used by teammates and clients
✅ Develop and drive consistent adoption of templates, processes, and approaches to streamline core and common functions
✅ Collaborate with functional partners, including finance, HR, credit & risk management, legal & compliance, marketing & communications, events, and technology
✅ Support a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect
✅ May manage a team
ASSUMPTION: This role involves a mix of strategic planning, cross-functional collaboration, and team management. The ideal candidate will be comfortable wearing multiple hats and driving results through influence and collaboration.
🎯 Required Qualifications
Education: Bachelor’s degree in business or equivalent education and related training or experience to include 8+ years of experience in positions that carry increasing levels of responsibility, including experience in strategy or business consulting
Experience: 8+ years of experience in positions that carry increasing levels of responsibility, including experience in strategy or business consulting
Required Skills:
- Critical-thinking skills; ability to break-down large, abstract problems or questions into sub-components and develop comprehensive and cohesive recommendations, with supporting data/rationale
- Excellent communication skills (written and verbal)
- Strong cross-functional collaboration skills
- Excellent interpersonal skills, ability to engage with stakeholders at all levels in the organization
- Advanced proficiency with MS Office tools: PowerPoint, Excel and Word
Preferred Skills:
- Strong knowledge and experience in strategic planning and execution, including creating and executing comprehensive plans associated with corporate Tickets, Suites, Events & Sponsorships
- Strong executive presence and communication skills relevant or deep experience working with executive leadership and their teams
- Proven ability to collaborate across Lines of Business, as well as the Enterprise
- Ability to translate and present complex data in a manner that educates, enhances understanding, and influences decisions
- Deep knowledge of all Wholesale Lines of Business
- Sense of urgency and ability to multi-task and manage competing projects in a deadline-driven environment
ASSUMPTION: Given the strategic nature of this role, candidates with a strong background in strategy, business consulting, or a related field are likely to be the best fit. Additionally, experience in the financial services industry or a related field would be beneficial.
💰 Compensation & Benefits
Salary Range: $150,000 - $200,000 (estimated, based on industry standards for a role of this level and experience)
Benefits:
- Medical, dental, vision, life insurance, disability, accidental death and dismemberment
- Tax-preferred savings accounts, and a 401k plan
- Vacation, sick days, and paid holidays
- Defined benefit pension plan, restricted stock units, and/or a deferred compensation plan (depending on the position and division)
Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM (with flexibility for remote work)
ASSUMPTION: The salary range provided is an estimate based on industry standards for a role of this level and experience. Actual salary may vary based on factors such as company performance, candidate's qualifications, and market conditions.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services. Truist is a leading U.S. commercial bank with total assets of $535 billion as of March 31, 2024. They offer a wide range of products and services through their wholesale and consumer businesses, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, payments, and specialized lending businesses.
Company Size: 10,001+ employees. As a large organization, Truist offers numerous opportunities for career growth and development.
Founded: 2019 (through the merger of BB&T and SunTrust Banks)
Company Description:
- Truist is a purpose-driven financial services company committed to inspiring and building better lives and communities
- They have leading market share in many of the high-growth markets across the country
- Truist is headquartered in Charlotte, North Carolina, with significant operations in Atlanta, GA
Company Specialties:
- Consumer and Small Business Banking
- Commercial Banking
- Corporate and Investment Banking
- Wealth Management
- Payments and Specialized Lending
Company Website: http://www.truist.com
ASSUMPTION: Truist's large size and diverse range of services provide ample opportunities for career growth and development. Their focus on purpose-driven initiatives also sets them apart in the financial services industry.
📊 Role Analysis
Career Level: Executive/Managerial. This role involves strategic decision-making, cross-functional collaboration, and team management.
Reporting Structure: This role reports directly to the Head of Wholesale Banking or a similar executive-level position.
Work Arrangement: On-site with remote flexibility. This role requires a presence in the office for certain meetings and events, but offers flexibility for remote work as needed.
Growth Opportunities:
- Potential to advance to a senior leadership role within Truist's Wholesale Banking division
- Opportunities to expand responsibilities and impact across multiple Lines of Business
- Chance to develop and refine skills in strategic planning, cross-functional collaboration, and team management
ASSUMPTION: Given the strategic nature of this role and Truist's large size, there are numerous opportunities for career growth and development within the organization.
🌍 Location & Work Environment
Office Type: Corporate office environment with a mix of on-site and remote work.
Office Location(s): Atlanta, GA (with remote flexibility)
Geographic Context:
- Atlanta, GA is a major metropolitan area with a diverse economy and a thriving job market
- The cost of living in Atlanta is generally lower than in other major U.S. cities with similar job markets
- Atlanta has a humid subtropical climate, with mild winters and hot, humid summers
Work Schedule: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM (with flexibility for remote work)
ASSUMPTION: Atlanta, GA offers a dynamic and diverse work environment, with a lower cost of living compared to other major U.S. cities. The office environment is professional and collaborative, with a mix of on-site and remote work.
💼 Interview & Application Insights
Typical Process:
- Online application and resume screening
- Phone or video screening with a member of the HR team
- On-site or virtual interview with the hiring manager and/or other team members
- Final interview with the Head of Wholesale Banking or a similar executive-level position
- Background check and offer extension
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Communication and interpersonal skills
- Cross-functional collaboration and team management skills
- Cultural fit and alignment with Truist's values and mission
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Be prepared to discuss your strategic approach to ticket, suite, event, and sponsorship management
- Demonstrate your ability to work effectively across multiple teams and Lines of Business
- Showcase your leadership and team management skills, even if you haven't managed a team directly
ATS Keywords: Strategic planning, business strategy, cross-functional collaboration, team management, stakeholder engagement, Lines of Business, Wholesale Banking, ticket management, suite management, event management, sponsorship management, financial services industry
ASSUMPTION: Truist's application process is thorough and designed to assess candidates' strategic thinking, communication, and collaboration skills. Being prepared to discuss your approach to strategic planning and cross-functional collaboration is essential for success in this role.
🛠️ Tools & Technologies
- Microsoft Office Suite (PowerPoint, Excel, Word)
- Data visualization tools (e.g., Tableau, Power BI)
- Project management tools (e.g., Asana, Trello)
- Collaboration tools (e.g., Microsoft Teams, Slack)
ASSUMPTION: This role requires proficiency in Microsoft Office Suite and familiarity with data visualization and project management tools. Truist provides the necessary tools and technologies for their employees to succeed in their roles.
👔 Cultural Fit Considerations
Company Values:
- Put customers first
- Act with integrity
- Foster an inclusive environment
- Collaborate and innovate
- Deliver with excellence
Work Style:
- Collaborative and team-oriented
- Data-driven and analytical
- Adaptable and responsive to change
- Results-focused and accountable
- Committed to continuous learning and development
Self-Assessment Questions:
- Do you have a proven track record of developing and executing strategic plans in a complex, cross-functional environment?
- Are you comfortable working with executive leadership and influencing stakeholders at all levels?
- Do you thrive in a collaborative, team-oriented work environment?
- Are you comfortable managing projects and driving results through influence and collaboration?
- Do you have a strong commitment to customer service and a customer-centric mindset?
ASSUMPTION: Truist values a collaborative, inclusive, and customer-centric work environment. Candidates who align with these values and have a proven track record of success in a similar role are likely to be the best fit for this position.
⚠️ Potential Challenges
- Balancing the needs and priorities of multiple Lines of Business and stakeholders
- Managing competing projects and deadlines in a fast-paced, dynamic environment
- Adapting to changes in the market and regulatory environment
- Developing and maintaining strong relationships with key partners across Marketing and other business units
ASSUMPTION: This role presents unique challenges and opportunities for growth and development. Candidates should be comfortable working in a dynamic, fast-paced environment and managing multiple priorities and stakeholders.
📈 Similar Roles Comparison
- This role is unique in its focus on strategic planning and execution for Truist Wholesale's use of Tickets, Suites, Events & Sponsorships. However, similar roles may include:
- Director of Strategic Initiatives
- Senior Manager, Business Strategy
- Manager, Wholesale Client Engagement
- These roles may vary in their specific responsibilities and required qualifications, but they share a common focus on strategic planning, cross-functional collaboration, and stakeholder engagement
ASSUMPTION: While this role is unique in its focus on ticket, suite, event, and sponsorship management, it shares similarities with other strategic planning and business strategy roles. Candidates with experience in these roles may find this position to be a good fit.
📝 Sample Projects
- Developing and executing a comprehensive plan to optimize Truist Wholesale's use of Tickets, Suites, Events & Sponsorships
- Building and maintaining strong partnerships with key business partners across Marketing and other Lines of Business
- Creating and implementing a reporting routine to measure business growth and guide decision-making for Wholesale LOBs
- Leading the establishment of the Wholesale Tickets, Suites, Events and Sponsorship Council and developing quarterly reports
ASSUMPTION: These sample projects illustrate the strategic, cross-functional, and team management aspects of this role. Candidates should be prepared to discuss their approach to strategic planning, cross-functional collaboration, and team management in their interviews.
❓ Key Questions to Ask During Interview
- How does this role fit into the overall strategy for Truist Wholesale Banking?
- What are the key priorities for this role in the first 90 days?
- How does this role collaborate with other teams and Lines of Business within Truist?
- What opportunities are there for growth and development within this role and within Truist more broadly?
- How does Truist support work-life balance for its employees?
ASSUMPTION: These questions are designed to help candidates understand the strategic context of the role, the key priorities and expectations for the first 90 days, and the opportunities for growth and development within Truist. Candidates should also be prepared to ask questions about the company's culture, values, and work environment.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through the link provided
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare for your interviews by researching Truist's business, industry trends, and the specific challenges and opportunities facing this role
- If invited for an on-site or virtual interview, dress professionally and arrive (or log in) 10-15 minutes early to demonstrate your punctuality and eagerness for the opportunity
- Follow up with a thank-you note after each interview, expressing your appreciation for the opportunity to discuss the role and reiterating your interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
