About The Position

Reporting to a Sr Transformation Manager or Strategic Initiatives Director, the Transformation Manager is responsible for delivering multiple projects or a program for key strategic initiatives in Truist Wealth through close partnership with Wealth Senior Leadership. The Transformation Manager coordinates cross functional project teams to execute projects or a program. The Transformation Manager utilizes standard project protocols including project request/intake, prioritization, planning, business readiness, and execution activities to ensure that they support attainment of Wealth’s business and financial goals.

Requirements

  • Bachelor’s degree in a business-related field, or equivalent education and related training
  • Seven years of experience in the financial services industry or consulting
  • Track record of successfully managing medium to large projects or programs
  • Strong communication skills, both written and verbal
  • Ability to lead cross-functional project meetings
  • Conceptual ability to analyze problems and devise solutions
  • Ability and willingness to learn and adapt as the needs of the job change
  • Moderate level of business acumen, including the ability to balance the delivery of programs against the realities of a budget
  • Demonstrated proficiency in computer applications, such as Microsoft Office software products, Microsoft Project, Visio
  • Ability to travel as needed, occasionally overnight

Nice To Haves

  • Master’s degree in a business-related field
  • Ten years of experience in the financial services industry
  • Project Management Professional (PMP) Certification
  • Experience overseeing multiple business and technology programs using both Waterfall and Agile project management methodologies
  • Wealth Management experience or knowledge
  • Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems

Responsibilities

  • Manage the intake, planning, business readiness, and execution of projects/program to achieve Wealth’s key initiatives. (Ex: Transformational changes, technology innovations, and efficiency improvements)
  • Lead cross functional teams effectively to deliver project management and communications.
  • Engage with Risk partners to ensure project review, oversight, and mitigation in accordance with enterprise risk appetite
  • Collaborate with all working lines of business (LOBs) in the Wealth and partners, as needed.
  • Contribute to short and long-term project prioritization and planning in the Wealth Division and assist in attaining Wealth’s established business and financial goals.
  • Establish and maintain a network of industry peers to stay abreast of current business and industry initiatives.
  • Promote a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • disability
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • vacation
  • sick days
  • paid holidays
  • defined benefit pension plan
  • restricted stock units
  • deferred compensation plan
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