Senior Product Manager, Wealth Platform & Tools

Truist; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

Truist Wealth is seeking a business owner of a product, system or application within the Truist Wealth platform, including account opening, e‑sign intranet, workflows and teammate facing tools. You will define strategy, analyze potential solutions and drive implementation of initiatives to meet business goals.

Responsibilities include leading business analysis and project management to improve efficiency, coordinating with SMEs and ops, partnering with vendor and tech teams on requirements,

Qualifications

• Bachelor’s degree in business, accounting, finance or banking or equivalent education.
• 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.
• Ability to lead meetings.
• Conceptual ability to analyze problems and devise solutions.
• Ability and willingness to learn and adapt as the needs of the job change.
• Ability to manage a budget.
• Proficiency in basic computer applications such as Microsoft Office products.
• Ability to travel, occasionally overnight.

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.
• Coordinate 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 the 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.
• Coordinate and develop the various testing and implementation activities.
• Ensure operational aspects of the product are running effectively including managing vendor relationships, 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.

Skills

Communication skills (written & verbal

Meeting leadership

Project management

Cross-functional liaison

Budget management

Problem solving

Travel readiness

Education

Bachelor’s degree in business, accounting, finance or banking

Master’s degree in business, accounting, finance, banking or related field

Tools

Microsoft Office

Job description

Truist Wealth is seeking a business owner of a product, system or application within the Truist Wealth platform, including account opening, e‑sign intranet, workflows and teammate facing tools. You will define strategy, analyze potential solutions and drive implementation of initiatives to meet business goals.

Responsibilities include leading business analysis and project management to improve efficiency, coordinating with SMEs and ops, partnering with vendor and tech teams on requirements,