Wealth Advisor Platform Senior Product Manager - Fiduciary

Truist Bank•Charlotte, NC

21h•Onsite

About The Position

The position is responsible for being the business owner of a product, system, or application within the Truist Wealth platform. This includes areas such as account opening, e-sign, workflows, and other teammate-facing applications and tools for the Truist Wealth organization. The role involves defining strategy, analyzing potential solutions, and driving the implementation of initiatives to meet business goals. The essential functions include leading business analysis and project management to drive strategy, continuous improvement, and expanded utilization of the product to achieve operational efficiency, risk management, client and advisor experience, and asset and revenue goals. This role also involves coordinating with subject matter experts, business leaders, and operational teams to define strategic and tactical needs, system enhancements, and priorities. Collaboration with vendor partners, technology teams, and CRM partners is crucial for determining system requirements, solutions, integrations, and connectivity. The Product Manager will develop and oversee change management initiatives, ensure proper teammate training, and coordinate testing and implementation activities. Operational aspects of the product, including vendor relationship management, issue tracking, process documentation, SLAs, and reporting, are also key responsibilities. Additionally, the role requires working with SME partners to ensure all regulatory and compliance requirements for the Wealth business and owned systems are met.

Requirements

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

Nice To Haves

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

Responsibilities

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