Wealth Advisor Platform Senior Product Manager - Fiduciary

About the role

The position involves the business owner of a product, system or application of the Truist Wealth platform including but not limited to: account opening, Intranet: e-sign, workflows and other teammate facing applications and tools for the Truist Wealth organization.

Responsibilities

• Lead the business analysis and project management effort to drive the strategy, continual improvement and expanded utilization of the product in order to achieve operational efficiency, risk management, client and advisor experience, and asset and revenue goals.
• Cook up with Subject matter experts, business leaders and operational teams to define the strategic and tactical advisor and teammate needs, system enhancements and priorities.
• Partner with vendor partners, technology teams across Truist organization and CRM partners to determine system requirements, solutions, integrations and system connectivity.
• Develop and oversee change management initiatives related to the Product and ensure teammates are properly trained.
• Cook up and oversee the various testing and implementation activities.
• Ensure operational aspects of the product are running effectively including managing vendor relationship, issues/task lists, process and procedure documentation, SLAs, reporting etc..
• Work with SME partners to ensure all regulations and compliance requirements are met for the Wealth business and systems which they own.

Requirements

• Bachelor’s degree in business, accounting, finance or banking or equivalent education and related training.
• Five years of financial services, private banking, Brokerage or wealth management experience.
• Three year track record of successfully managing large projects, programs and project management.
• Proven ability to act as a liaison between Business, product, operational and technical groups.
• Exceptional communication skills, both written and verbal.
• Conceptual ability to analyze problems and devise solutions.
• Ability and willingness to learn and adapt as the needs of the job change.
• Demonstrated proficiency in basic computer applications such as Microsoft Office products.
• Ability to travel, occasionally overnight.

Qualifications

• Bachelor’s degree in business, accounting, finance or banking or equivalent education and related training.
• Five years of financial services, private banking, Brokerage or wealth management experience.
• Three year track record of successfully managing large projects, programs and project management.
• Proven ability to act as a liaison between Business, product, operational and technical groups.
• Exceptional communication skills, both written and verbal.
• Conceptual ability to analyze problems and devise solutions.
• Ability and willingness to learn and adapt as the needs of the job change.
• Demonstrated proficiency in basic computer applications such as Microsoft Office products.
• Ability to travel, occasionally overnight.

Skills

• Master’s degree in business, accounting, finance, banking or related field.
• Project Management Professional (PMP) Certification.
• Six-Sigma Certification.
• Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems.
• Systems and technology platform development, Agile process understanding.

Benefits

Please visit our Benefits site for more details on Truist’s generous benefit plans, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. 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.

Pay

Regular or Temporary: Regular

Schedule

1st shift (United States of America)