Wealth Omni Digital Strategy Manager II

Truist Bank • Charlotte, NC

8d

About The Position

The Wealth Omni Digital Strategy Manager II manages a team of strategists and analysts and partners with enterprise digital teams, vendors, technology, operations, compliance, support, and marketing to create and deliver competitive digital solutions for Truist wealth and investment clients and teammates. The role provides strategic vision for assigned segments or areas of focus, analyzes client feedback, manages vendor partnerships, encourages client adoption, and advocates for improvements to the digital client experience while balancing business benefits.

The role requires understanding product functionality, industry trends, the competitive landscape, and operational, business, compliance, and marketing processes. It applies practical experience to complex product and client issues, with a focus on investment portfolio management experiences such as digitizing brokerage and trust account servicing, portfolio performance indicators, and operational processes that connect client and teammate platforms.

Requirements

• 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.
• Ability to multitask, work well under pressure, and meet tight deadlines.
• Execution-oriented; able to complete tasks independently and work well as a team player.
• Excellent presentation skills and comfort clearly presenting 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.
• 10+ years of experience in digital (web/mobile), eCommerce, or eBusiness.
• 5+ years of experience leading cross-functional teams, directly or indirectly.
• Advanced degree, such as an MBA.

Nice To Haves

• 5+ years of experience in the financial services industry.
• 5+ years of product management or sales experience.
• Securities licenses or ability to quickly obtain them, such as Series 7, 24, 65, or 63, and relevant professional designations such as CFP.
• Technology or software product development project team experience.
• Experience with processes and tools supporting Agile methodologies.
• Experience identifying, piloting, or scaling AI, generative AI, robotic process automation, workflow automation, or analytics-enabled capabilities.

Responsibilities

• Manage and build a high-performing team of Wealth Omni strategists and business analysts.
• Develop a strategic vision and action plans, partnering with vendors and internal digital and non-digital solution teams.
• Prioritize opportunities and apply critical thinking to deliver strategic objectives.
• Apply knowledge of portfolio management, model management, and fiduciary standards.
• Identify emerging and future digital trends, envision business opportunities, and communicate them clearly.
• Drive organizational change through partnership, collaboration, and leadership.
• Partner with enterprise digital teams to continuously improve Truist digital experiences and provide subject matter expertise.
• Manage digital vendor relationships and influence vendor product roadmaps to meet client needs.
• Collaborate with stakeholders and business partners to identify digital capabilities that improve client and teammate experiences and quantify business value.
• Maintain consistency across digital experiences and align them with Wealth and investment segment 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; prepare briefs, presentations, and status reports; and communicate findings to senior management as needed.
• Conduct industry research and competitive analyses and recommend product or marketing enhancements.
• Ensure business readiness activities are created and completed, including training, communications, branch and call center scripts, business and sales processes, ongoing monitoring and measurement, and voice-of-the-client mechanisms.

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 employment status
• 10 sick days, prorated
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

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