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Job description
Business owner of a product, system or application of the Truist Wealth platform including but not limited to: account opening, Intranet: e‑sign, workflows and other teammate facing applications and tools for the Truist Wealth organization. Responsible for defining the strategy, analyzing potential solutions and driving implementation of initiatives to meet business goals.
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.
Lead the business analysis and project management effort to drive the strategy, continual improvement and expanded utilization of the product in order to achieve operational efficiency, risk management, client and advisor experience, and asset and revenue goals.
Coordinate with subject matter experts, business leaders and operational teams to define the strategic and tactical advisor and teammate needs, system enhancements and priorities.
Partner with vendor partners, technology teams across the Truist organization and CRM partners to determine system requirements, solutions, integrations and system connectivity.
Develop and oversee change management initiatives related to the product and ensure teammates are properly trained.
Coordinate and develop the various testing and implementation activities.
Ensure operational aspects of the product are running effectively including managing vendor relationships, issues/task lists, process and procedure documentation, SLAs, reporting, etc.
Work with SME partners to ensure all regulations and compliance requirements are met for the Wealth business and systems which they own.
Required Qualifications
Bachelor’s degree in business, accounting, finance or banking or equivalent education and related training.
Five years of financial services, private banking, Brokerage or wealth management experience.
Three‑year track record of successfully managing large projects, programs and project management.
Proven ability to act as a liaison between Business, product, operational and technical groups.
Exceptional communication skills, both written and verbal.
Ability to lead meetings.
Conceptual ability to analyze problems and devise solutions.
Ability and willingness to learn and adapt as the needs of the job change.
Ability to manage a budget.
Demonstrated proficiency in basic computer applications such as Microsoft Office products.
Ability to travel, occasionally overnight.
Preferred Qualifications
Master’s degree in business, accounting, finance, banking or related field.
Project Management Professional (PMP) Certification.
Six‑Sigma Certification.
Systems and technology platform development, Agile process understanding.
Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems.
Benefits
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 401(k) 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. 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.
EEO Statement
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 Law. E‑Verify. IER. Right to Work.
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Worksite address
atlanta, GA, 30383, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.