Wealth Omni Digital Strategist

About the role

The Truist Wealth Omni Digital 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 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 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.

Responsibilities

• Applies knowledge and expertise to develop strategies with action plans 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 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
• Collaborates with business leaders and participates in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes
• Triages, troubleshoots, and resolves a range of product, client and technology issues
• Contributes to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management
• Analyzes metrics and prepares briefs, presentations and status reports and communicates as needed to key stakeholders
• Conducts industry research and competitive analyses and uses the information to recommend product or marketing enhancements
• Supports 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

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
• 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
• Bachelor's degree
• Five years of experience in the digital (web/mobile), eCommerce or eBusiness
• Two years of experience in leading cross-functional teams (indirectly or directly)

Preferred Qualifications

• Three years of experience in financial services industry
• Three 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

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment
• Tax-preferred savings accounts and a 401k plan
• No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment
• 10 sick days (prorated)
• Paid holidays
• Depending on the position and division, eligibility for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan