Legal Professional 2 - Technology at Truist in Charlotte, NC

Legal Professional 2 - Technology
Location: Charlotte, NC
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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:
Leads the design, development, and execution of Legal Department technology solutions with a primary focus on Microsoft 365 experience delivery, knowledge management, SharePoint architecture and governance, Microsoft Power Platform solutions including Power Apps, Power Automate, and Dataverse, data/reporting enablement, and AI adoption. The role supports data management from the reporting side by structuring data, improving data quality and governance, and enabling reporting and analytics through SQL-driven datasets and tools such as Power BI or Tableau. The role also serves as an AI leader for Legal, helping implement and promote Microsoft Copilot, Copilot Studio, AI agents, and future AI-enabled capabilities as they come online. Operates with autonomy, partners across Legal, Compliance, Risk, and Technology, leads complex projects, drives training and adoption, and builds scalable solutions that transform legal service delivery and operational efficiency.
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.
1.    Support Legal Department or business unit in improving processes, knowledge management, information governance, records management, vendor management, and use of technology.
2.    Develop and implement service delivery models, communications, and training.
3.    Manage the Legal Department’s cross-functional requirements, including risk assessments, business continuity plans, audits, security, space planning, and other similar programs.
4.    Manage Legal Department projects, strategic planning, and strategic initiatives and supervise the development of reports used to manage resources and expenses.
5.    Cultivate a team-oriented environment through leadership that enhances junior Teammates’ hard work and successes.
6.    Exercise independent judgment and discretion in drafting and negotiating appropriate contractual or other legal documents to ensure mitigation of financial and regulatory risk to the company and prepare written memoranda, summaries of contracts/project-level documents, and various letters, polices, procedures, etc.
7.    Research federal and state statutes, rules, and regulations and apply such law to existing facts.
8.    Respond to legal inquires and interpret internal policies and procedures.
9.    Develop strong relationships with internal and external project stakeholders, including other Legal Department Teammates, interested lines of business, and vendors.
10.    Identify legal or business risks and escalate appropriately.
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 or Paralegal Certificate.
2.    Eight or more years of relevant experience in a corporate setting, law firm, or government agency.
3.    Superior interpersonal and inter-team communication skills.
4.    Excellent research and writing skills.
5.    Superior organizational skills while being able to prioritize workload to meet critical timelines.
6.    Ability to communicate effectively with all levels of employees, including senior management and executives.
7.    Creative problem-solving and analytical skills with ability to identify and resolve problems in a timely manner seeking input of others as needed.  Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
8.    Team-oriented mentality with a talent for managing or fitting into a project team.
9. Strong team management and leadership skills.

Preferred Qualifications:
1. Eight or more years of hands-on experience with SharePoint, including SharePoint Online and/or on-premises environments, with demonstrated expertise in site architecture, permissions/security, governance, metadata, and content management.
2. Hands-on experience developing and managing workflows within SharePoint, including modern Power Automate solutions and legacy SharePoint workflow tools such as SharePoint Designer workflows or similar, with ability to transition and modernize legacy solutions.
3. Proven hands-on experience with Microsoft Power Platform, including Power Apps, Power Automate, and Dataverse.
4. Experience with SQL, data management, data validation, dataset design, and reporting data preparation in support of operational analytics.
5. Experience creating, supporting, or partnering on dashboards and reporting solutions using Power BI, Tableau, or similar business intelligence tools.
6. Experience evaluating, implementing, supporting, or promoting adoption of AI-enabled solutions, including Microsoft Copilot, Copilot Studio, AI agents, generative AI, intelligent automation, or related platforms.
7. Demonstrated ability to lead technology adoption initiatives, user training, workshops, office hours, documentation, and change management programs for new tools and capabilities.
8. Understanding of responsible AI principles, data governance, privacy considerations, information security, and appropriate controls for AI-enabled workflows.
9. Demonstrated experience leading complex, cross-functional projects and delivering enterprise-scale solutions.
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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Additional Locations: Winston-Salem, NC