Strategic Advice & Planning Lead

Truist; Charlotte (NC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid time off

Job summary

Truist is seeking a senior strategist for the Advice & Planning Group to articulate and execute the strategy that supports clients and advisors. Lead initiatives, coordinate cross-functional teams, and ensure alignment with priorities.

You will coach Wealth leaders, develop metrics, and drive process excellence across the firm. The role emphasizes collaboration with Truist leaders and adherence to risk and regulatory standards.

Qualifications

• Bachelor's degree required; strong written, oral, and presentation skills.
• Ability to coach leaders and teammates one-on-one and in groups.
• Experience leading in a matrix environment with project and process expectations.
• Ability to define and lead execution of business objectives amid shifting priorities.
• Proficient in PowerPoint, Excel, Adobe Acrobat, Word, and related tools.
• Well organized and adaptable to changing priorities in a fast-paced environment.

Responsibilities

• Lead and coordinate strategy and execute initiatives according to the priorities of the Advice & Planning Group.
• Provide thought leadership and innovation related to advice delivery and resources through creation and editing.
• Coach Wealth leaders and teammates to integrate the relationship advisory process and tools.
• Coordinate and execute business operation and process excellence, to include planning, continuity, and operations manuals.
• Scale the advice and planning process to create self-sufficiency with tools and free up capacity for Advisors to maximize client impact.
• Lead the design of and manage metrics and reporting related to advice and planning; interpret outcomes to adjust strategy.
• Support the adv & planning business through oversight, high quality and effective management of processes.
• Collaborate with business leaders and Truist partners across Truist Financial Corporation.
• Maintain efficient use and high proficiency of all necessary systems and tools.
• Adhere to financial planning processes and regulatory requirements.

Skills

Communication skills

Coaching

Matrix leadership

Strategic execution

PowerPoint

Excel

Organization

Education

Bachelor's Degree

Tools

PowerPoint

Excel

Adobe Acrobat

Word

Job description

Truist is seeking a senior strategist for the Advice & Planning Group to articulate and execute the strategy that supports clients and advisors. Lead initiatives, coordinate cross-functional teams, and ensure alignment with priorities.

You will coach Wealth leaders, develop metrics, and drive process excellence across the firm. The role emphasizes collaboration with Truist leaders and adherence to risk and regulatory standards.