Wealth Omni Digital Strategist

Truist • Charlotte, NC

1d

About The Position

The Truist Wealth Omni Digital Senior Strategist is responsible for working in partnership with enterprise digital, vendors, technology, operations, compliance, support and marketing teammates to create and deliver competitive and differentiating digital solutions for Truist wealth and investment clients and teammates. The Wealth Omni Digital Senior Strategist provides the strategic vision for a wealth segment/area of focus, collects and analyzes client feedback, manages key vendor partnerships, ensures teammates understand and encourage client adoption, and continually advocates for digital client experience improvements that balance business benefits. The Wealth Omni Digital Senior Strategist understands key product functionality, industry trends, competitive landscape, operations, business, compliance and marketing processes and has practical experience to solve a range of complex product and client issues. This specific role will focus on financial planning digital tools including but not limited to client-initiated/led financial wellness, goal-based financial planning and advanced cash-flow planning tools.

Requirements

• Bachelor's degree
• Seven years of experience in the digital (web/mobile), eCommerce or eBusiness
• Three years of experience in leading cross-functional teams (indirectly or directly)
• Ability to solve problems by analyzing possible solutions using experience, judgment and precedents.
• Ability to communicate complex information simply
• Experience participating in technology initiatives. Strong problem-solving and partnership skills
• Multitasker, works well under pressure and meets tight deadlines
• Execution-oriented, and able to complete tasks independently but also is a good team player
• Excellent presentation skills and comfort presenting concepts and ideas clearly
• Comfort managing concurrent projects in a fast-paced, results-driven environment
• Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues

Nice To Haves

• Three years of experience in financial services industry
• Five years of product management or sales experience
• Advanced degree (e.g., MBA) and relevant professional designations (e.g., CFP)
• Technology/software product development project team experience
• Experience with processes and tools supporting Agile methodologies
• CFP/CFA
• Experience with eMoney or MoneyGuide Wealth Studios

Responsibilities

• Applies knowledge and expertise to develop a strategic vision and associated action plans delivering against it by partnering with vendors and internal digital/non-digital solution teams
• Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform opportunities
• Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs
• Collaborates with stakeholders and business partners to translate how omni capabilities and solutions can improve the client and teammate experiences while adding business value
• Ensures consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel/omni interactions
• Collaborate with business leaders and participate in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes
• Triage, troubleshoot, and resolve a range of product, client and technology issues
• Contribute to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management
• Analyze metrics and prepare briefs, presentations and status reports and communicate as needed to key stakeholders
• Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements
• Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and call center teammates to prepare sales scripts, manage sales processes, optimize sales opportunities, carry out follow up activities, and ensure business readiness for enhancements / changes to client facing digital experiences

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• 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: Mid Level
• Number of Employees: 5,001-10,000 employees