Wealth Business Analyst I

Truist • Richmond, VA

10d • Onsite

About The Position

This is an in-office position. Locations are Charlotte, NC, Richmond VA or Atlanta, GA. Responsible for providing analytical and administrative support on execution of divisional, group and team projects including but not limited to, performing reporting, analytics, insights and process reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities. 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. Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, incentives, and/or departmental initiatives necessary to management. Serve as a subject-matter expert for assigned area around divisional products, services, systems and policies/procedures. Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights. Conduct industry research and competitive analysis as needed. Continued focus on process improvement. Perform various administrative tasks such as creating presentations, organizing meetings/events, arranging travel, etc. Assist with training staff on new processes, systems, programs, etc.

Requirements

• Bachelor’s degree in accounting, business or marketing, or equivalent education and related training.
• At least one year of experience in analytical role within financial services industry or other related. business, and/or have participated in an enterprise sponsored Leadership Development Program.
• Demonstrated project management and coordination skills in a professional or financial services environment.
• Strong quantitative analysis skills.
• Excellent verbal and written communication skills.
• Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
• Ability to work independently with minimal supervision.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Nice To Haves

• Master’s degree in Marketing or Business Administration.
• Graduate of an enterprise sponsored Leadership Development Program.
• Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments.
• Knowledge of Operational Procedures and systems.
• Knowledge of SAS or statistical software.

Responsibilities

• Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, incentives, and/or departmental initiatives necessary to management.
• Serve as a subject-matter expert for assigned area around divisional products, services, systems and policies/procedures.
• Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights.
• Conduct industry research and competitive analysis as needed.
• Continued focus on process improvement.
• Perform various administrative tasks such as creating presentations, organizing meetings/events, arranging travel, etc.
• Assist with training staff on new processes, systems, programs, etc.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees