Wealth Business Analyst III

Truist • Atlanta, GA

2d

About The Position

Responsible for providing analytical and administrative support for divisional, group, and team projects. The role performs reporting, analytics, insight development, and process reviews, and serves as a subject-matter expert on assigned bank and Wealth systems, products, services, and processes. The position also participates in project management activities.

The analyst develops and maintains periodic leadership reports and analyses about business performance, system functionality, training, and departmental initiatives. The role supports strategic planning and project management for divisional initiatives, conducts industry research and competitive analysis, and contributes to process improvement. Administrative work includes preparing presentations, organizing meetings, and assembling marketing materials. The analyst also helps train staff on new processes, systems, and programs.

Requirements

• Bachelor’s degree in accounting, business, or marketing, or equivalent education and related training.
• Six or more years of experience in an analytical role within financial services or another related business, and/or participation 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 key partners and collaborate with individuals at any level of the organization.
• Ability to work independently.
• Strong 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, especially in Brokerage & Private Banking and Wealth client segments.
• Knowledge of operational procedures and systems.
• Knowledge of SAS or statistical software.
• Familiarity with training and continuing education requirements for professional credentials such as FINRA licenses (Series 7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor.

Responsibilities

• Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and departmental initiatives.
• Serve as a subject-matter expert for assigned divisional products, services, systems, and policies and procedures.
• Assist and collaborate in strategic planning and project management activities for divisional initiatives, providing meaningful insights.
• Conduct industry research and competitive analysis as needed.
• Focus on process improvement.
• Perform administrative tasks, including creating presentations, organizing meetings, and assembling marketing materials.
• Assist with training staff on new processes, systems, and programs.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, possible eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level