Wealth Analytics & Strategy Lead

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid time off

Job summary

Truist is seeking an experienced analytics professional to develop and maintain leadership reports and analyses related to business performance, systems, training, and initiatives.

As a subject-matter expert, you will advise on divisional products, services, and policies, support strategic planning, conduct industry research, and drive process improvements while assisting training staff.

Qualifications

• Bachelor’s degree in accounting, business or marketing, or equivalent education and related training.
• Six or more years of experience in analytical role within financial services industry or other related business, and/or have participated in an enterprise sponsored Leadership Development Program.
• Demonstrated project management and coordination skills in a professional or financial services environment.
• Strong quantitative analysis skills.
• Excellent verbal and written communication skills.
• Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
• Ability to work independently.
• Strong proficiency in basic computer applications, such as Microsoft Office software products.

Responsibilities

• Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to management.
• Serve as a subject‑matter expert for assigned area around divisional products, services, systems and policies/procedures.
• Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights.
• Conduct industry research and competitive analysis as needed.
• Continued focus on process improvement. Perform various administrative tasks such as creating presentations, organizing meetings, assembling marketing materials, etc. Assist with training staff on new processes, systems, programs, etc.

Skills

Strong quantitative analysis skills

Excellent verbal and written коммуника

Education

Bachelor’s degree in accounting, business or marketing, or equivalent education and related training

Tools

SAS or statistical software

Job description

Truist is seeking an experienced analytics professional to develop and maintain leadership reports and analyses related to business performance, systems, training, and initiatives.

As a subject-matter expert, you will advise on divisional products, services, and policies, support strategic planning, conduct industry research, and drive process improvements while assisting training staff.