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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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Atlanta, Georgia, United States · Remote Solely
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Alpharetta, Georgia, United States · Hybrid
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Alpharetta, Georgia, United States · On-site
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Milton, Georgia, United States · On-site
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Atlanta, Georgia, United States · On-site
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Atlanta, Georgia, United States · Hybrid
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Vinings, Georgia, United States · On-site
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Atlanta, Georgia, United States · Hybrid
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Peachtree Corners, Georgia, United States · Hybrid
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Atlanta, Georgia, United States · On-site
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Atlanta, Georgia, United States • On-site
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Acts as the business owner for the Truist Wealth platform, defining strategy and driving the implementation of initiatives for tools like account opening and e-sign. Coordinates with technology teams and vendors to ensure operational efficiency, regulatory compliance, and an enhanced advisor experience.
Requires a bachelor's degree in business or finance with at least five years of experience in financial services or wealth management. Candidates must have a three-year track record of managing large projects and possess strong communication and analytical skills.
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.
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 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 Coordination and development of the various testing and implementation activities Ensure operational aspects of the product are running effectively including managing vendor relationship, 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:
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.
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
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
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 1841 listings with disclosed salaries, most technology jobs in Georgia pay between $82k–$202k per year. Individual offers vary with seniority, company size, and specialization.
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