Charlotte, North Carolina, United States · On-site
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 w…
Skills: Product Analysis, Agile Methodology, Waterfall Methodology, SDLC, Market Analysis
Charlotte, North Carolina, United States · On-site
$70k–$110k/yr
Your Opportunity Your Opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful appr…
Skills: Business Development, Relationship Building, Financial Planning, Investment Management, Retirement Planning
Charlotte, North Carolina, United States · Hybrid
$79k–$104k/yr
The Senior Investment Accountant ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under minimal supervision, this job works directly with asset management, portf…
Skills: Accountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration
Charlotte, North Carolina, United States · Hybrid
About this role: Wells Fargo is seeking a Business Strategy and Operations Lead who serves as a strategic advisor and force multiplier to the Fargo Product Executive, driving organizational effectiveness across product s…
Skills: Strategic Planning, Portfolio Governance, Executive Advisory, AI Strategy, KPI Development
Charlotte, North Carolina, United States · Hybrid
Why Wells Fargo Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader –we’re a global trailblazer committed to driving innovation, empowering communities, and helping our cus…
Skills: Vendor Management, Vendor Strategy, Relationship Management, Contract Management, Financial Governance
Charlotte, North Carolina, United States · Hybrid
About this role: Join Wells Fargo’s AI and Data Shared Services team within Technology Risk Management, where you will help drive the bank’s next generation of risk oversight through AI, data, and advanced analytics. Thi…
Skills: Technology Risk Management, Python, SQL, Generative AI, RAG Pipelines
Charlotte, North Carolina, United States · Hybrid
About the Role: Wells Fargo is seeking a Payments Lead Business Systems Consultant to join the Payments Technology organization. In this role, you will play a critical part in delivering high-impact initiatives by partne…
Skills: Agile Scrum, Business Systems Design, Scrum Master, SDLC, Business Process Mapping
Charlotte, North Carolina, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended…
Skills: Consultative Sales, Financial Needs Assessment, Cross-selling, Customer Relationship Management, Risk Management
Charlotte, North Carolina, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Causation Analysis, Financial Management, Investment Management, Trading Strategy, Trading and Investment Analysis
New York, New York, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. ABOUT THE ROLE: This role provides analytical and …
Skills: ABS Structuring, Cash Flow Modeling, Intex, DealVector, Excel VBA
Jacksonville, Florida, United States · Hybrid
$47k–$108k/yr
Location: Charlotte, San Antonio, Jacksonville, Tampa, Alpharetta At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career …
Skills: Python, Machine Learning, Deep Learning, Natural Language Processing, Computer Vision
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Analytical Thinking, Financial Analysis, Financial Forecasting and Modeling, Profitability Analysis, Research Analysis
Charlotte, North Carolina, United States · Hybrid
$127k–$149k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Agile Coaching, Agile Portfolio Management, Product Discovery, OKR Management, Human-Centered Design
Charlotte, North Carolina, United States · Hybrid
$67k–$78k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Cash Management, Asset Management, Trust Accounting, Bond Financing Interpretation, Financial Calculations
New York, New York, United States · Hybrid
$151k–$262k/yr
Location: New York, Charlotte, Dallas At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. …
Skills: Data Architecture, Data Engineering, Cloud Data Modernization, Big Data Initiatives, Event-driven Architecture
Charlotte, North Carolina, United States · Hybrid
Inside the Role We are seeking a strategic and execution-focused leader to lead the Project Management Office (PMO) and Continuous Improvement (CI) function for DTFS North America. This role operates at the intersection …
Skills: Project Management Office (PMO), Continuous Improvement, Lean, Six Sigma, Kaizen
Charlotte, North Carolina, United States · Hybrid
$105k–$122k/yr
Job Description: AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions …
Skills: Product Management, SQL, Agile Frameworks, Product Strategy, Roadmap Development
Charlotte, North Carolina, United States · On-site
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 w…
Skills: Product Analysis, Agile Methodology, Waterfall Methodology, SDLC, Market Analysis
Charlotte, North Carolina, United States · Hybrid
$97k–$156k/yr
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and cons…
Skills: Advanced Sql, Databricks, Python, PySpark, Pandas
Charlotte, North Carolina, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended…
Skills: Consultative Sales, Financial Needs Assessment, Customer Relationship Management, Cross-selling, Risk Management
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The Senior Product Analyst analyzes, designs, and supports the product platform while monitoring digital trends and benchmarking competitive services. They lead fact-driven market analysis and coordinate with cross-functional teams to develop digital roadmaps and remediate product issues.
Candidates must have a bachelor's degree in a business, engineering, or technology field and at least three years of experience in banking or financial services. They require a minimum of two years of experience in product analysis or design and proficiency in SDLC methodologies.
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).
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)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. Monitor digital trends. Identify, prioritize and assess experience-related trends, business/service models, and underlying enablers that meet core business needs.
2. Lead fact-driven analysis of the market, developing points of view and actionable recommendations that influence teams about top of mind client experiences.
3. Benchmark Truist products and services (with direct and indirect competitive set) to identify pockets of opportunity and areas of best practice for concept testing, prototyping and/or development.
4. Lead research to support product findings and issue remediation.
5. Synthesize insights in a meaningful way to share with a cross-section of stakeholders and other partners throughout the organization.
6. Coordinate research with analysts across the organization to create and communicate a strong understanding of client insights and the competitive landscape.
7. Analyze, define, and communicate reporting requirements to cross-functional teams during the software development lifecycle.
8. Support the development of digital roadmaps that reflect client needs/gaps and teammate needs/gaps, as well as foundational technology capabilities and other digital enablers.
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. Bachelors’ degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience
2. Three or more years of banking, financial services, digital, or other relevant work experience
3. Two or more years of product, analysis, technology, and/or design experience
4. Comfortable managing concurrent projects in a fast-based, results-driven environment
5. Comfortable with ambiguity, leading work autonomously, and making independent decisions
6. Well-developed verbal and written communication skills
7. Well-developed analytical, decision-making, and problem-solving skills
8. Solid understanding of trends in technology and in the financial services industry
9. Ability to learn and translate technically complex concepts into business friendly terminology
10. Considerable tact, diplomacy, and people skills
11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, to analyze and communicate complex information to business leadership
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Constantly (More than 50% of the time)
Frequently (25% - 50% of the time)
Frequently (25% - 50% of the time)
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
Up to 25%
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.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
Based on 574 listings with disclosed salaries, most finance & accounting jobs in Charlotte, NC pay between $45k–$170k per year. Individual offers vary with seniority, company size, and specialization.
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Companies currently hiring include Bank of America, Truist, Wells Fargo, SMBC Group, U.S. Bank, among others. Browse the listings above to see every active employer.
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