Business Innovation Lead - Trust Services: Raleigh or Charlotte

About the role

The Business Innovation Consultant Lead is responsible for small to large, complex initiatives that will improve operational efficiencies within the Wealth business. Assists with modernizing operational processes such as funds movement, account opening, and directed transactional activity. Works closely with the Business Innovation Team & Directors, Business Leaders, National Practice Leads, segment risk, compliance, trust operations, technology, legal, and audit teams to develop solutions for improvement. Leads teams to reduce or eliminate manual processing and improve efficiencies. Provides regular reporting to the Business Innovation Team and/or management. Collaborates with Private Bank businesses to develop front office training. Delivers problem-solving support for larger-scale, complex business initiatives.

Responsibilities

• Works with business areas to solve complex problems
• Executes complex solutions that create business efficiencies
• Organizes data and leads team in making timely and effective decisions
• Communicates effectively with team, partners, and management
• Leads with Business Innovation Team tools and processes; trains other colleagues
• Go-to leader with the ability to collaborate at all colleague levels
• Analyzes complex data; drives team to making objective conclusions; able to quickly learn the wealth business to support solution execution
• Performs other duties as assigned

Requirements

• High School diploma
• 6+ years of experience in Wealth & Investment Management or similar businesses
• Experience with banking platforms, trust accounting platforms, digital solutions, operations/systems integration

Qualifications

• Bachelor’s Degree
• Expert skills with Microsoft Office products
• Ability to learn and develop problem-solving skills independently and through peers
• Ability to work independently managing complex tasks and initiatives
• Highly effective oral and written communication skills
• Ability to interpret and explain data findings and communicate data-driven stories
• Provide leadership, guidance, and assist with skill development of junior team members

Exempt Status: Yes (not eligible for overtime pay)

Workplace Type: Office (with potential flexible work arrangements combining in-office and remote work; specific arrangements provided by the hiring team)