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: This role is responsible for providing product and/or processing expertise within Derivative Trading, Securities Trading, Loan Trading, Foreign Exchange or Agency Services Lines of Business within Capital Markets Operations and to be a manager of a specific function. Major responsibilities include working on and providing guidance on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement and Clearance, Payment Settlement, Confirmations, Client Support or Margin/Collateral processing. This role requires the ability to work in a fast paced environment, multi task with strong communication skills, and to effectively work alongside and communicate with external clients as well as Technology, Compliance, Risk, Legal, Sales and Trading internal partners.
Essential Duties and Responsibilities:- 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.
- Process transactions as specifically required by job function and work independently to complete daily tasks within specified time parameters.
- Provides oversite to their related teams to ensure timely completion of daily work, improve processes, enhance controls, and support the roll out new support needs.
- Interact with clients, teammates from the LOB and other support teammates to process requests and resolve issues
- Ensure functional procedures and controls are being followed and maintained
- Requires a level of proficiency in specific products and technology associated with Capital Markets Operations.
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.1. Bachelor's degree in Business, Accounting, or related field. 2. Minimum of 3-5 years of Capital Markets experience and 1-3 years of management/lead experience (individual contributors and managers). 3. Demonstrated success in providing directives to motivate teams and build relationships at different levels within the organization. 4. Strong interpersonal, communication, organizational and problem-solving skills. 5. Strong Leadership/Project Management capabilities. 6. Thorough understanding of Microsoft Office software, especially Excel. Knowledge of brokerage systems or operations 7. Core knowledge of financial industry, products, and regulatory environment.
Preferred Qualifications:
8+ years of Capital Markets Operations experience with functional knowledge of brokerage systems (e.g., Calypso, Wall Street Systems, ION FX, Bloomberg, Reuters, Finastra, 360T, ) and operational functions (e.g., settlements, collateral, confirmations, payments).Demonstrated ability to collect, analyze, interpret, report, and communicate data effectively. Proven leadership experience managing and developing teams with varying levels of operational and technical expertise. FINRA Series 99 and Securities Industry Essentials (SIE) and/or Series 7 preferred. Experience with Microsoft Copilot, Agentic AI solutions, Power BI, Power Apps, Power Automate, and workflow automation technologies. Strong knowledge of Foreign Exchange products and operations, including Spot, Forward, NDF, and FX Options trade lifecycles and settlement processes. Experience developing, enhancing, and testing operational controls, procedures, PPMs, RCSAs, and audit or regulatory remediation activities. Demonstrated success leading cross-functional initiatives involving Operations, Technology, Risk, Compliance, Sales, and Trading partners. Knowledge of FX settlement infrastructure, including CLS, SWIFT messaging (MT/ISO 20022), and nostro funding and reconciliation. Experience managing settlement exceptions, fails, claims, and payment investigations in a time-sensitive environment. Experience overseeing offshore or third-party service providers, including performance metrics and quality controls. Demonstrated ability to lead teams through technology transformation and operational change. 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. EEO is the LawE-VerifyIER Right to WorkJob Summary
Job number: R0119894Profession: Professional, Administrative and Operations Support
