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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…
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The Wealth Omni Digital Strategist develops and executes digital strategies for wealth and investment clients by collaborating with cross-functional teams and managing vendor partnerships. They are responsible for analyzing client feedback, troubleshooting product issues, and ensuring digital solutions align with business goals and client needs.
Candidates must hold a bachelor's degree and possess at least five years of experience in digital, eCommerce, or eBusiness roles. Additionally, two years of experience leading cross-functional teams and strong analytical and problem-solving skills are required.
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)
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. Applies knowledge and expertise to develop strategies with action plans by partnering with vendors and internal digital/non-digital solution teams
2. Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform opportunities
3. Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs
4. Collaborates with stakeholders and business partners to translate how omni capabilities and solutions can improve the client and teammate experiences while adding business value
5. Ensures consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel/omni interactions
6. Collaborate with business leaders and participate in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes
7. Triage, troubleshoot, and resolve a range of product, client and technology issues
8. Contribute to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management
9. Analyze metrics and prepare briefs, presentations and status reports and communicate as needed to key stakeholders
10. Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements
11. Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and call center teammates to prepare sales scripts, manage sales processes, optimize sales opportunities, carry out follow up activities, and ensure business readiness for enhancements / changes to client facing digital experiences
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. Ability to solve problems by analyzing possible solutions using experience, judgment and precedents.
2. Ability to communicate complex information simply
3. Experience participating in technology initiatives
4. Strong problem-solving and partnership skills
5. Multitasker, works well under pressure and meets tight deadlines
6. Execution-oriented, and able to complete tasks independently but also is a good team player
7. Excellent presentation skills and comfort presenting concepts and ideas clearly
8. Comfort managing concurrent projects in a fast-paced, results-driven environment
9. Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues
10. Bachelor's degree
11. Five years of experience in the digital (web/mobile), eCommerce or eBusiness
12. Two years of experience in leading cross-functional teams (indirectly or directly)
Preferred Qualifications:
1. Three years of experience in financial services industry
2. Three years of product management or sales experience
3. Advanced degree (e.g., MBA) and relevant professional designations (e.g., CFP)
4. Technology/software product development project team experience
5. Experience with processes and tools supporting Agile methodologies
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 437 listings with disclosed salaries, most marketing jobs in Atlanta, GA pay between $50k–$163k per year. Individual offers vary with seniority, company size, and specialization.
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