Wealth Advisor Platform Senior Product Manager - Fiduciary

Truist Bank•Atlanta, GA

94d

About The Position

The Senior Product Manager is the business owner of a product, system, or application within the Truist Wealth platform. Areas may include account opening, intranet e-signature, workflows, and other teammate-facing applications and tools. The role defines product strategy, analyzes potential solutions, and drives implementation of initiatives that meet business goals. The position leads business analysis and project management to develop product strategy, improve the product, and expand its utilization in support of operational efficiency, risk management, client and advisor experience, and asset and revenue goals. It coordinates with subject matter experts, business leaders, and operational teams to define advisor and teammate needs, system enhancements, and priorities. The role also partners with vendors, Truist technology teams, and CRM partners on requirements, solutions, integrations, and connectivity; oversees change management and training; coordinates testing and implementation; manages operational effectiveness and vendor relationships; maintains documentation and reporting; and works with subject matter experts to ensure regulatory and compliance requirements 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 written and verbal communication skills.
Ability to lead meetings.
Conceptual ability to analyze problems and devise solutions.
Ability and willingness to learn and adapt as job needs change.
Ability to manage a budget.
Demonstrated proficiency in basic computer applications such as Microsoft Office products.
Ability to travel, occasionally overnight.
English language fluency required.

Nice To Haves

Master’s degree in business, accounting, finance, banking, or a related field.
Project Management Professional (PMP) certification.
Six-Sigma certification.
Systems and technology platform development experience and Agile process understanding.
Sound working knowledge of holistic banking and investment platforms, products, services, operations, finance, and systems.

Responsibilities

Lead business analysis and project management to drive product strategy, continual improvement, and expanded utilization.
Support 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 strategic and tactical needs, system enhancements, and priorities.
Partner with vendors, Truist technology teams, and CRM partners to determine system requirements, solutions, integrations, and connectivity.
Develop and oversee product-related change management initiatives and ensure teammates are trained.
Coordinate and develop testing and implementation activities.
Ensure the product's operational aspects run effectively, including vendor relationships, issues and task lists, process and procedure documentation, service-level agreements, and reporting.
Work with subject matter experts to ensure applicable regulations and compliance requirements are met for the Wealth business and owned systems.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Tax-preferred savings accounts
401(k) plan
Vacation: at least 10 days during the first year, prorated
Sick leave: 10 days, prorated
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division