Wealth Transformation Manager II

Truist Bank•Atlanta, GA

1d•Onsite

About The Position

Reporting to a Sr Transformation Manager or Strategic Initiatives Director, the Transformation Manager is responsible for delivering multiple projects or a program for key strategic initiatives in Truist Wealth through close partnership with Wealth Senior Leadership. The Transformation Manager coordinates cross functional project teams to execute projects or a program. The Transformation Manager utilizes standard project protocols including project request/intake, prioritization, planning, business readiness, and execution activities to ensure that they support attainment of Wealth’s business and financial goals. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Requirements

Bachelor’s degree in a business-related field, or equivalent education and related training
Seven years of experience in the financial services industry or consulting
Track record of successfully managing medium to large projects or programs
Strong communication skills, both written and verbal
Ability to lead cross-functional project meetings
Conceptual ability to analyze problems and devise solutions
Ability and willingness to learn and adapt as the needs of the job change
Moderate level of business acumen, including the ability to balance the delivery of programs against the realities of a budget
Demonstrated proficiency in computer applications, such as Microsoft Office software products, Microsoft Project, Visio
Ability to travel as needed, occasionally overnight

Nice To Haves

Master’s degree in a business-related field
Ten years of experience in the financial services industry
Project Management Professional (PMP) Certification
Experience overseeing multiple business and technology programs using both Waterfall and Agile project management methodologies
Wealth Management experience or knowledge
Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems

Responsibilities

Manage the intake, planning, business readiness, and execution of projects/program to achieve Wealth’s key initiatives. (Ex: Transformational changes, technology innovations, and efficiency improvements)
Lead cross functional teams effectively to deliver project management and communications.
Engage with Risk partners to ensure project review, oversight, and mitigation in accordance with enterprise risk appetite
Collaborate with all working lines of business (LOBs) in the Wealth and partners, as needed.
Contribute to short and long-term project prioritization and planning in the Wealth Division and assist in attaining Wealth’s established business and financial goals.
Establish and maintain a network of industry peers to stay abreast of current business and industry initiatives.
Promote a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values