Wealth Digital Strategist

Truist Bank • Charlotte, NC

2d

About The Position

The Truist Wealth Omni Digital Strategist partners with enterprise digital, vendors, technology, operations, compliance, support, and marketing teammates to create and deliver competitive digital solutions for Truist wealth and investment clients and teammates. The role provides strategic vision for a wealth segment or area of focus, collects and analyzes client feedback, manages vendor partnerships, supports teammate understanding and client adoption, and advocates for improvements to the digital client experience that balance business benefits.

The strategist applies knowledge of product functionality, industry trends, the competitive landscape, and business, operations, compliance, and marketing processes to address complex product and client issues. The role also contributes to product development, research, user testing, quality assurance, stakeholder communications, and teammate training and business readiness for changes to client-facing digital experiences.

Requirements

• Ability to analyze possible solutions using experience, judgment, and precedents to solve problems.
• Ability to communicate complex information simply.
• Experience participating in technology initiatives.
• Strong problem-solving and partnership skills.
• Ability to multitask, work under pressure, and meet tight deadlines.
• Execution-oriented; able to complete tasks independently and work effectively as a team member.
• Excellent presentation skills and ability to clearly present concepts and ideas.
• Comfort managing concurrent projects in a fast-paced, results-driven environment.
• Strong analytical skills, including interpreting data and trends, diagnosing problems, and recommending action plans.
• Bachelor's degree.
• Five years of experience in digital (web/mobile), eCommerce, or eBusiness.
• Two years of experience leading cross-functional teams, directly or indirectly.

Nice To Haves

• Three years of experience in the financial services industry.
• Three years of product management or sales experience.
• Experience with client-facing digital investment platforms, including brokerage or trust platforms.
• Understanding of wealth management technology and operations.
• Advanced degree, such as an MBA, and relevant professional designations, such as CFP.
• Technology/software product development project team experience.
• Experience with processes and tools supporting Agile methodologies.

Responsibilities

• Develop strategies and action plans in partnership with vendors and internal digital and non-digital solution teams.
• Define and promote the digital wealth or investment client strategy, using data-driven insights to identify opportunities.
• Manage digital vendor relationships and influence vendor product roadmaps to address client needs.
• Collaborate with stakeholders and business partners to explain how omni capabilities and solutions can improve client and teammate experiences while adding business value.
• Maintain consistency across digital experiences and align them with Wealth and other line-of-business strategies, including cross-channel interactions.
• Collaborate with business leaders and participate in recommendations and decisions about product features, implementation approaches, vendors, and processes.
• Triage, troubleshoot, and resolve product, client, and technology issues.
• Support ongoing product and solution development through research, user testing, quality assurance checks, and vendor relationship management.
• Analyze metrics; prepare briefs, presentations, and status reports; and communicate with key stakeholders as needed.
• Conduct industry research and competitive analysis and recommend product or marketing enhancements.
• Support the creation and distribution of teammate training programs and communications.
• Work with internal and external marketing, branch, and call center teammates on sales efforts, sales scripts, sales processes, opportunity optimization, follow-up activities, and readiness for changes to client-facing digital experiences.

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 first-year vacation, prorated based on hire date and full-time or part-time status
• 10 sick 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

What This Job Offers

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