Project Manager Strategic Planning

32885 Orlando, Florida AdventHealth Central Florida

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Job Description

All the benefits and perks you need for you and your family:

Benefits from Day One

Paid Days Off from Day One

Career Development

Whole Person Wellbeing Resources

Mental Health Resources and Support

Our promise to you:

Joining AdventHealth is about being part of something bigger. Its about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit. AdventHealth is a place where you can thrive professionally, and grow spiritually, by Extending the Healing Ministry of Christ. Where you will be valued for who you are and the unique experiences you bring to our purpose-minded team. All while understanding that together we are even better.

Schedule: FT / Days

Location: 601 EAST ROLLINS STREET, Orlando, 32803

The community youll be caring for:

Located on a lush tropical campus, our flagship hospital, 1,368-bed AdventHealth Orlando. Serves as the major tertiary facility for much of the Southeast, the Caribbean and South America. AdventHealth Orlando houses one of the largest Emergency Departments and largest cardiac catheterization labs in the country. We are already one of the busiest hospitals in the nation, providing service excellence to more than 32,000 inpatients and 125,000 outpatients each year

Job Summary:

The Project Manager Strategic Planning is an integral member of the Planning and Development team and interfaces with various departments to facilitate the development of strategies designed to advance the organization's strategic agenda. Supports the annual planning cycle in addition to other projects as assigned. Actively participates in outstanding customer service and accepts responsibility in maintaining relationships that are equally respectful to all.

You Will Be Responsible For:

  • Drives project management and execution of deliverables associated with the annual planning cycle, strategy development and other ad hoc activities.
  • Supports other strategic planning activities outside of the annual cycle as needed/assigned.
  • Manages the tracking of strategic and operational plans, oversees reporting processes/procedures, develops and executes action plan(s) to ensure consistent tracking and reporting.
  • Conducts continuous assessment of strategic planning process; creatively and innovatively improves and refines processes and activities.
  • Prepares all necessary materials, presentations, etc. required for successful execution of strategic planning activities and events.
  • Organizes deliverables/strategic plans into communication-ready formats.
  • Conducts research and provides analytical support.
  • Works collaboratively and facilitates workflows with various stakeholders to maintain timely implementation of strategic planning activities and achieve intended outcomes.


Qualifications

What You Will Need:

  • Bachelors degree in Business Administration, Healthcare Administration, Public Administration or related field
  • 2-years of experience in healthcare or project management
  • Organizational, logical and creative thinking, and problem-solving skills
  • Strong research skills, detail-oriented, analytical
  • Advanced level computer knowledge, including proficiency in Word, Excel, PowerPoint, and other data bases
  • Ability to adapt quickly to new processes and procedures


This facility is an equal opportunity employer and complies with federal, state and local anti-discrimination laws, regulations and ordinances. The salary range reflects the anticipated base pay range for this position. Individual compensation is determined based on skills, experience and other relevant factors within this pay range. The minimums and maximums for each position may vary based on geographical location.

Category: Marketing & Communications

Organization: AdventHealth Orlando

Schedule: Full-time

Shift: 1 - Day

Req ID: 25026861

We are an equal opportunity employer and do not tolerate discrimination based on race, color, creed, religion, national origin, sex, marital status, age or disability/handicap with respect to recruitment, selection, placement, promotion, wages, benefits and other terms and conditions of employment.

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Project Manager Strategic Planning

32806 Orlando, Florida AdventHealth

Posted 1 day ago

Job Viewed

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Job Description

**All the benefits and perks you need for you and your family:**
Benefits from Day One
Paid Days Off from Day One
Career Development
Whole Person Wellbeing Resources
Mental Health Resources and Support
**Our promise to you:**
Joining AdventHealth is about being part of something bigger. Its about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit. AdventHealth is a place where you can thrive professionally, and grow spiritually, by Extending the Healing Ministry of Christ. Where you will be valued for who you are and the unique experiences you bring to our purpose-minded team. All while understanding that together we are even better.
**Schedule: FT / Days**
**Location:** **601 EAST ROLLINS STREET, Orlando, 32803**
**The community youll be caring for:**
Located on a lush tropical campus, our flagship hospital, 1,368-bed AdventHealth Orlando. Serves as the major tertiary facility for much of the Southeast, the Caribbean and South America. AdventHealth Orlando houses one of the largest Emergency Departments and largest cardiac catheterization labs in the country. We are already one of the busiest hospitals in the nation, providing service excellence to more than 32,000 inpatients and 125,000 outpatients each year
**Job Summary:**
**The Project Manager** Strategic Planning is an integral member of the Planning and Development team and interfaces with various departments to facilitate the development of strategies designed to advance the organization's strategic agenda. Supports the annual planning cycle in addition to other projects as assigned. Actively participates in outstanding customer service and accepts responsibility in maintaining relationships that are equally respectful to all.
**You Will Be Responsible For:**
+ Drives project management and execution of deliverables associated with the annual planning cycle, strategy development and other ad hoc activities.
+ Supports other strategic planning activities outside of the annual cycle as needed/assigned.
+ Manages the tracking of strategic and operational plans, oversees reporting processes/procedures, develops and executes action plan(s) to ensure consistent tracking and reporting.
+ Conducts continuous assessment of strategic planning process; creatively and innovatively improves and refines processes and activities.
+ Prepares all necessary materials, presentations, etc. required for successful execution of strategic planning activities and events.
+ Organizes deliverables/strategic plans into communication-ready formats.
+ Conducts research and provides analytical support.
+ Works collaboratively and facilitates workflows with various stakeholders to maintain timely implementation of strategic planning activities and achieve intended outcomes.
Qualifications
**What You Will Need:**
+ Bachelors degree in Business Administration, Healthcare Administration, Public Administration or related field
+ 2-years of experience in healthcare or project management
+ Organizational, logical and creative thinking, and problem-solving skills
+ Strong research skills, detail-oriented, analytical
+ Advanced level computer knowledge, including proficiency in Word, Excel, PowerPoint, and other data bases
+ Ability to adapt quickly to new processes and procedures
This facility is an equal opportunity employer and complies with federal, state and local anti-discrimination laws, regulations and ordinances. The salary range reflects the anticipated base pay range for this position. Individual compensation is determined based on skills, experience and other relevant factors within this pay range. The minimums and maximums for each position may vary based on geographical location.
**Category:** Marketing & Communications
**Organization:** AdventHealth Orlando
**Schedule:** Full-time
**Shift:** 1 - Day
**Req ID:** 25026861
We are an equal opportunity employer and do not tolerate discrimination based on race, color, creed, religion, national origin, sex, marital status, age or disability/handicap with respect to recruitment, selection, placement, promotion, wages, benefits and other terms and conditions of employment.
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Director - Strategic Financing Services - Applications and Strategic Planning

32806 Orlando, Florida Cherry Bekaert

Posted 1 day ago

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Job Description

**Description**
Cherry Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services.
The Director will oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders and Nonprofits (collectively Community Development Organizations). The Director will work with the Community Development Organizations to help them build internal and external capacity, clarify their Mission, Vision and Values (MVV), formalize their strategic plans and execute their strategic plans so that they holistically work towards upholding and achieving their MVV as they expand and add new services. The Director will lead a team of Application Writers and Community Development Specialists, manage the process of writing NMTC Applications, manage the grant writing and applications process for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to achieve measurable results for the team, the clients and the communities our clients serve.
The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities.
About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.
About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has directly deployed $96 million of NMTC investments in 36 transactions that have leveraged an additional 1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to 707,714 Low Income Persons. TIF is governed by a seven-member governing board, including representation from Cherry Bekaert and the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts.
Essential Job Duties and Responsibilities:
Application Writing
+ Managing of Application and Grant writing team
+ Cultivate a healthy team culture
+ Coordinate and assist with balancing NMTC application writing team's individual and team workflow
+ Optimize NMTC Allocation Application process for clients and team members
+ Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities
+ Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes
+ Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
+ Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings
+ Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment
+ Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings
+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner
Community Development Consulting
+ Establishing relationships with CDFIs, CDEs, and various community development stakeholders
+ Collaborating with the team to identify opportunities with existing or aspiring CDFIs to allow them to execute their vision
+ Assisting clients with formalizing their organizational framework through an Organization Assessment including: review of the organization's service area, products/services, track record, pipeline, community impact data, management capacity and finances
+ Assisting with underwriting and structuring NMTC transactions
+ Supporting and preparing for submission of relevant Certifications
+ Preparing sub-CDE Certifications in connection with NMTC allocation agreements.
+ Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance
+ Helping identify an organization's short and long-term goals and objectives in order to develop a sustainable financial plan
+ Helping secure private investment commitments and a strategy for long-term financial viability
+ Actively managing a pipeline of community development finance investing, lending, and growth initiatives
+ Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities that align with compliance needs and enhance cross-industry initiatives
+ Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive offerings that holistically serve our clients' needs
+ Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives
+ Other job-related functions as assigned
+ Travel: 20%
What you bring to the role:
+ Bachelor's in Finance, Accounting, Economics or related field
+ CPA license, MBA, JD, LLM, Master's Degree (other field related certifications may be considered)
+ Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field
+ Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
+ Experience in working with borrowers, lenders, investors and Community Development Organizations
+ Strong research and analytical skills; ability to solve complex issues.
+ Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund's AMIS reporting strongly preferred
+ Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships.
+ Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills
+ Entrepreneurial and highly motivated to make internal and external connections
+ Proficiency in Excel
+ Strong sense of urgency and shared sense of mission
What we offer you:
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust,?and mutual respect.
+ A well-run firm that offers stability and opportunity to develop as a leader.
+ The opportunity to innovate and do work that motivates and engages you.
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development.
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
+ Flexibility to do impactful work and the time to enjoy your life outside of work.
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
+ Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success
+ Big firm resources and bench strength; small firm flexibility and openness to new ideas
+ Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff
+ Defined metrics and targets that eliminate ambiguity
+ Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
146,395- 328,800
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States?Cherry Bekaert will not provide?work?sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at? and follow us on LinkedIn,?Glassdoor,?Instagram, Twitter?and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
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Strategic Workforce Planning Product Owner

32806 Orlando, Florida Lockheed Martin

Posted 1 day ago

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**Description:** The Strategic Workforce Planning (SWP) Product Owner is uniquely responsible for designing, leading, and executing LMs annual SWP process at Enterprise scale, ensuring the process directly aligns with the organization's strategic business priorities, long-term objectives, and internal/external market & workforce dynamics. This individual will drive the integration of complex system architectures and cross-functional processes, with the core purpose of optimizing workforce planning and talent management strategies. Leveraging a strong blend of technical expertise in complex system-of-systems and process-of-processes, and a deep understanding of workforce intelligence, this role enables the organization to proactively acquire, develop, and retain the right talent, in the right place, at the right time, to meet future business needs. Furthermore, this role requires exceptional human-based skills, including expert facilitation and influencing, to drive collaboration and adoption across various stakeholders essential for successful strategic workforce initiatives.
Key Responsibilities:
- Lead the end-to-end execution and ongoing refinement of the 1LMX SWP process & technical capability. This includes facilitating the business through the annual process, collection & digitization of data, advanced long-term forecasting, in-depth talent gap analysis, comprehensive scenario modeling, and strategic workforce & role segmentation to ensure proactive alignment with evolving business goals, market trends, and technological advancements. Serve as the central facilitator for SWP across all Business Areas & Functions, ensuring a cohesive and integrated approach to talent strategy across the entire organization. This includes leading cross-functional committees and steering groups.
- Systems Integration for Workforce Strategy: Design, implement, and manage the integration of various HR, talent management, and business/operational systems to create a seamless, data-driven ecosystem that robustly supports SWP. This involves optimizing workforce planning software, complex system-of-systems, and process-of-processes to enhance planning capabilities.
Data Analytics & Competitive Intelligence for Planning: Utilize advanced data analytics and competitive intelligence to support the business in identifying emerging workforce trends, assess future talent supply and demand dynamics, and provide actionable, forward-looking insights crucial for strategic workforce decision-making.
- Workforce Process Enhancement: Continuously identify, design, and implement improvements to SWP processes, leveraging automation, advanced analytics, and best practices to enhance efficiency, accuracy, and agility.
- Stakeholder Engagement & Facilitation: Act as a key liaison and strategic advisor between GBDS, HR, IT, Business Areas, functional & executive leadership, & key stakeholders; expertly facilitating discussions to gather requirements, build consensus, and drive successful outcomes for strategic workforce initiatives. Influence key stakeholders and decision-makers to adopt new strategic workforce plans, systems, and processes, effectively managing change acceptance and fostering a culture of proactive, data-driven talent management.
- Talent Pipeline & Development Alignment: Collaborate closely with cross-functional & HR COEs on strategies for talent acquisition, development, and retention, ensuring a robust and agile talent pipeline is established and maintained to meet identified future organizational needs and strategic objectives.
- Lead Strategic Workforce Analytics & Reporting, Capability Building & Adoption, & Strategic Initiative Integration supporting the HRLT, People Strategy, Functional/Exec Councils & 21CS ESGs/IPTs.
- Vendor management to implement cutting-edge system solutions & workforce intelligence tools that enhance SWP capabilities.
- Design & deliver training/guidance to all process participants to enhance their understanding & capability
**Basic Qualifications:**
- Program/Project Mgmt including iterative backlog prioritization
- Stakeholder management: Strong understanding of integration concepts and experience collaborating with diverse stakeholders to achieve seamless data and process flows. Exceptional facilitation, communication, and interpersonal skills with the ability to influence and align diverse groups.
- Ability to navigate ambiguity, manage competing priorities, and make informed decisions. Must be comfortable working in & creating/designing solutions in ambiguity/from scratch
- Sense of urgency. Ability to remain calm under pressure. Adaptive. Resilient. High Emotional Intelligence.
- Ability to lead, learn, & thrive in complex System-of-Systems and Process-of-Processes dynamic, fast-paced environments.
- Experience in Systems Engineering, Human Resources, Business Administration, or a related field
- Proven experience in systems & process engineering, with a strong understanding of complex system-of-systems and process-of-processes.
- Extensive and demonstrable experience in leading strategic workforce planning initiatives or advanced headcount forecasting or in-depth talent gap analysis, and complex scenario modeling, or similar
- Expert-level facilitation and influencing skills, with a track record of successfully driving cross-functional strategic initiatives and gaining buy-in from diverse stakeholders.
- Strong analytical and problem-solving abilities, with a data-driven and strategic approach to decision-making in workforce contexts.
- Ability to work effectively in a fast-paced, dynamic environment and strategically manage multiple priorities related to long-term workforce needs.
- Advanced PowerPoint capabilities
**Desired Skills:**
- Experience in workforce planning, manpower planning, scenario planning, simulation modeling, or similar
- Demonstrated experience in competitive or workforce intelligence and market analysis specifically related to long-term workforce trends and talent strategies.
- Proficiency in relevant workforce planning software, HRIS systems, and advanced presentation & data visualization tools.
- Excellent communication, presentation, and interpersonal skills, with the ability to articulate complex strategic concepts clearly.
- Process improvement, process automation
- Strategic Thinking
- Business Acumen
- SWP Certification (eg: HCI, Workforce Planning Institute)
- Workforce Planning Institute Member
**Clearance Level:** None
**Other Important Information You Should Know**
**Expression of Interest:** By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings.
**Ability to Work Remotely:** Full-time Remote Telework: The employee selected for this position will work remotely full time at a location other than a Lockheed Martin designated office/job site. Employees may travel to a Lockheed Martin office for periodic meetings.
**Work Schedules:** Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits.
**Schedule for this Position:** 4x10 hour day, 3 days off per week
**Pay Rate:** The annual base salary range for this position in most major metropolitan areas in California and New York is $89,300 - $54,905. For states not referenced above, the salary range for this position will reflect the candidate's final work location. Please note that the salary information is a general guideline only. Lockheed Martin considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/ training, key skills as well as market and business considerations when extending an offer. **Benefits offered:** Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. This position is incentive plan eligible.
**Pay Rate:** The annual base salary range for this position in California and New York (excluding most major metropolitan areas), Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, Vermont, Washington or Washington DC is 77,700 - 136,965. For states not referenced above, the salary range for this position will reflect the candidate's final work location. Please note that the salary information is a general guideline only. Lockheed Martin considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/ training, key skills as well as market and business considerations when extending an offer. **Benefits offered:** Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. (Washington state applicants only) Non-represented full-time employees: accrue at least 10 hours per month of Paid Time Off (PTO) to be used for incidental absences and other reasons; receive at least 90 hours for holidays. Represented full time employees accrue 6.67 hours of Vacation per month; accrue up to 52 hours of sick leave annually; receive at least 96 hours for holidays. PTO, Vacation, sick leave, and holiday hours are prorated based on start date during the calendar year. This position is incentive plan eligible.
**Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics.**
**The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration.**
At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work.
With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility.
If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs , and apply for roles that align with your qualifications.
**Experience Level:** Experienced Professional
**Business Unit:** CORPORATE HEADQUARTERS
**Relocation Available:** No
**Career Area:** Human Resources
**Type:** Full-Time
**Shift:** First
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Advice & Planning Strategic Consultant

32885 Orlando, Florida Truist Inc

Posted 15 days ago

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Join to apply for the Advice & Planning Strategic Consultant role at Truist . 50 minutes ago Be among the first 25 applicants. The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Carry out Advice & Planning strategy and support Truist by increasing the capability, confidence, and capacity of teammates to deliver advice to clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, quality, executional excellence, consistency, and relevance over time. Facilitate a learning organization that consistently advances the next iteration of strategy and execution around advice & planning. Essential Duties And Responsibilities Lead and coordinate strategy and execute initiatives according to the priorities of the Advice & Planning Group. Provide thought leadership and innovation related to advice delivery and resources through content creation and editing. Proactively coach Wealth leaders and teammates to integrate the relationship advisory process and tools that enable the process including the Elements of Wealth. Coordinate and execute business operation and process excellence, to include business planning, business continuity, and operations manuals. Scale advice and planning process to create self-sufficiency with tools and free up capacity for Advisors to maximize impact with clients. Support the advice & planning business through consistent oversight, high quality and effective management of business processes. Collaborate with business leaders and partners across Truist Financial Corporation. Maintain efficient use and high proficiency of all necessary systems, applications, tools, software, etc. Adhere to financial planning process and protocols. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations. Required Qualifications Bachelor's Degree Expert and innovative with written, oral, and presentation communication skills Ability to coach Wealth leaders and teammates in one on one and group settings Ability to work as a lead team member in a matrix environment, particularly related to project and process expectations Able to define and lead the execution of business objectives and adapt quickly as priorities shift due to changes in business priorities Experienced in PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications Well organized and flexible; able to adapt to change and influence broader team, as well as determine and focus on top priorities in a fast-paced environment with multiple priorities Preferred Qualifications At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study Ability to analyze trends and needs of the organization and clients and synthesize that with our strategy. Ability to design and rollout a process that's scalable and interpret learnings to suggest enhancements for the future 5 or more years of experience in the planning or advisory business, strategy, execution, coaching, org development, and/or content development Truist stands for better Our relentless pursuit of better at Truist means we’re always looking forward. Pursuing what’s next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we’re creating smarter and easier experiences for clients. It means we’re connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better. Touch. Technology. Trust Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients. Benefits for Eligible Employees All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, tax-preferred savings accounts, and a 401k plan. Teammates also receive at least 10 days of vacation, 10 sick days, and paid holidays. For more details, visit our Benefits site. Some positions may also be eligible for pension plans, restricted stock units, and deferred compensation plans. Equal Opportunity Statement Truist is an Equal Opportunity Employer that does not discriminate on any protected basis. It is a Drug Free Workplace. #J-18808-Ljbffr

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