Wealth Transformation Manager II

About the role

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.

Responsibilities

• Manage the intake, planning, business readiness, and execution of projects/program to achieve Wealth’s key initiatives (e.g., 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

Required Qualifications

• 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

Preferred Qualifications

• 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

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