Product Analyst--Wealth Brokerage Technology

Truist; Richmond (VA); On-site; USD 110,000 - 160,000; Full time

Job summary

Truist is seeking a Product Manager to own the direction and delivery roadmap for Wealth Brokerage, spanning client and teammate experiences, operations, workflow, data and analytics.

You will align business outcomes, regulatory obligations and technology opportunities into prioritized epics and measurable releases, collaborating with product owners, engineering, risk, and legal to deliver secure, resilient capabilities.

Qualifications

• Own the product direction and strategic roadmap for Wealth Brokerage capabilities.
• Translate business outcomes, regulatory obligations and technology opportunities into prioritised epics and features.
• Collaborate with Agile teams through discovery, PI planning, build, test and release processes.

Responsibilities

• Develop and maintain a product vision and strategic roadmap for Wealth Brokerage capabilities.
• Research and analyse needs of clients, advisers, operations teams and other users; translate findings into outcomes.
• Assess market, regulatory and tech trends relevant to brokerage products and servicing.

Skills

Product strategy

Roadmap ownership

Agile methods

Discovery

PI planning

Regulatory awareness

Tools

NET & C#

SQL Server

Azure

Python

Low-code platforms

Job description

Need Help?

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

ROLE PURPOSE Own the product direction and delivery roadmap for Wealth Brokerage capabilities spanning client and teammate experiences, brokerage operations, workflow, data and analytics. Translate business outcomes, regulatory obligations and technology opportunities into prioritised epics, features and measurable releases.

This Product Manager balances business, technology, risk and design priorities to deliver secure, resilient and differentiated capabilities for Wealth Brokerage. The role works closely with Product Owners, engineering, architecture, operations, data, cyber security, risk, legal and compliance to convert strategic objectives into an executable product roadmap.

The role must operate effectively at both strategic and tactical levels. This includes defining product outcomes, analysing client and operational needs, shaping investment priorities, resolving delivery constraints and working directly with Agile teams through discovery, Planning Increment (PI) planning, build, testing, release and adoption.

The successful candidate will understand modern application delivery in a regulated financial-services environment. Relevant technology includes .NET and C# applications, SQL Server data platforms, Microsoft Azure services, Python-based data and automation solutions, low-code platforms and workflow/case-management capabilities.

Scope of responsibility

• Wealth Brokerage client, adviser, operations and supervisory experiences, including digital journeys and internal servicing tools.
• Product strategy and roadmaps for application modernisation, workflow automation, data integration, analytics and operational controls.
• Coordination across legacy and modern platforms, including on-premises applications, Azure-hosted services, vendor platforms and enterprise shared services.
• Business and technology outcomes such as improved client and teammate experience, straight-through processing, reduced manual effort, stronger controls, improved data quality and increased platform resilience.

Essential Duties And Responsibilities

• Develop and maintain a product vision and strategic roadmap for Wealth Brokerage capabilities, aligned to business objectives, client needs, operational priorities and technology strategy.
• Research and analyse the needs of Wealth Brokerage clients, advisers, operations teams, supervisors and other target users. Translate findings into clear product outcomes and prioritised opportunities.
• Assess market, competitor, regulatory and technology trends relevant to brokerage products and servicing.