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Regular or Temporary:
Language Fluency: English (Required)
Work Shift:
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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.
1. Applies knowledge and expertise to develop a strategic vision and associated action plans delivering against it by partnering with vendors and internal digital/non-digital solution teams2. Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform opportunities3. Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs4. Collaborates with stakeholders and business partners to translate how omni capabilities and solutions can improve the client and teammate experiences while adding business value5. Ensures consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel/omni interactions6. Collaborate with business leaders and participate in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes7. Triage, troubleshoot, and resolve a range of product, client and technology issues8. Contribute to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management9. Analyze metrics and prepare briefs, presentations and status reports and communicate as needed to key stakeholders10. Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements11. Support 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
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree2. Seven years of experience in the digital (web/mobile), eCommerce or eBusiness3. Three years of experience in leading cross-functional teams (indirectly or directly)4. Ability to solve problems by analyzing possible solutions using experience, judgment and precedents.5. Ability to communicate complex information simply6. Experience participating in technology initiatives. Strong problem-solving and partnership skills7. Multitasker, works well under pressure and meets tight deadlines8. Execution-oriented, and able to complete tasks independently but also is a good team player9. Excellent presentation skills and comfort presenting concepts and ideas clearly10. Comfort managing concurrent projects in a fast-paced, results-driven environment11. Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues
Preferred Qualifications:
1. Three years of experience in financial services industry2. Five years of product management or sales experience3. Advanced degree (e.g., MBA) and relevant professional designations (e.g., CFP)4. Technology/software product development project team experience5. Experience with processes and tools supporting Agile methodologies
6. CFP/CFA
7. Experience with eMoney or MoneyGuide Wealth Studios
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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