Wealth Advisor Platform Senior Product Manager - Fiduciary

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 120,000 - 160,000; Full time

Job summary

Truist Wealth is seeking a Business Owner for a product, system or application portfolio including account opening, intranet e‑sign and workflows. You will define strategy, analyze solutions and drive implementation to meet business goals, partnering with stakeholders across Wealth to improve efficiency and client experience.

Responsibilities include leading business analysis and project management to expand product usage, coordinating with SMEs and operational teams, working with tech and CRM

Qualifications

• Bachelor’s degree in business, accounting, finance or banking or equivalent education and related training.
• 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.
• Demonstrated 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 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

Stakeholder liaison

Project management

Budget management

Communication skills

MS Office

Change management

Education

Bachelor’s degree in business/finance/banking

Master’s degree in business/related field

PMP Certification

Six‑sigma Certification

Job description

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 111

Business Owner Overview

Business owner of a product, system or application of the Truist Wealth platform including but not limited to account opening, intranet e‑sign, workflows and other teammate‑facing applications and tools for the Truist Wealth organization. Responsible for defining the strategy, analyzing potential solutions and driving implementation of initiatives to meet business goals.

Essential Functions

• 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 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.

Required Qualifications

• Bachelor’s degree in business, accounting, finance or banking or equivalent education and related training.
• 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.
• Demonstrated proficiency in basic computer applications such as Microsoft Office products.
• Ability to travel, occasionally overnight.

Preferred Qualifications

• Master’s degree in business, accounting, finance, banking or related field.
• Project Management Professional (PMP) Certification.
• Six‑sigma Certification.
• Systems and technology platform development, Agile process understanding.
• Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems.

Benefits

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 401(k) 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 Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s 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.