Wealth Digital Strategist

Truist•Atlanta, GA

About The Position

The Truist Wealth Omni Digital Strategist partners with enterprise digital teams, vendors, technology, operations, compliance, support, and marketing to develop and deliver competitive digital solutions for wealth and investment clients and teammates. The strategist sets the vision for a wealth segment or area of focus, gathers and analyzes client feedback, manages vendor relationships, supports teammate understanding and client adoption, and advocates for digital experience improvements that balance client and business needs. The role requires understanding product functionality, industry and competitive trends, and relevant operational, business, compliance, and marketing processes, as well as the ability to address complex product and client issues.

Requirements

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.
Experience participating in technology initiatives.
Strong problem-solving, partnership, analytical, and presentation skills.
Ability to communicate complex information simply, interpret data and trends, diagnose problems, and recommend action plans.
Ability to manage concurrent projects in a fast-paced, results-driven environment, work under pressure, meet tight deadlines, and complete tasks independently while contributing as a team player.
English language fluency is required.

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.
An advanced degree, such as an MBA, and relevant professional designations, such as CFP.
Technology or 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.
Work with stakeholders and business partners to explain how omni-channel capabilities can improve client and teammate experiences while adding business value.
Maintain consistency across digital experiences in alignment with Wealth and other line-of-business strategies, including cross-channel interactions.
Collaborate with business leaders on 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, and vendor relationship management.
Analyze metrics and prepare briefs, presentations, and status reports for stakeholders.
Research the industry and competitors and recommend product or marketing enhancements.
Support teammate training and communications, sales efforts, sales scripts and processes, follow-up activities, and business 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 vacation during the first year, prorated as applicable
10 sick days, prorated as applicable
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