Wealth Business Analyst II

Truist; Richmond (VA); On-site; USD 60,000 - 80,000; Full time

Job summary

Truist is seeking an analytical and administrative professional to provide support on divisional projects at our Richmond office. You will develop leadership reports, analyze performance, and serve as SME for bank and Wealth systems.

This in-office role operates Monday–Friday at 1001 Semmes Avenue, Richmond, Virginia, with a focus on data-driven insights and cross-functional collaboration to improve processes and outcomes.

Qualifications

• Bachelor’s degree in accounting, business or marketing, or equivalent education and related training.
• Three years of experience in analytical role within financial services industry or related field.
• 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.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Responsibilities

• Provide analytical and administrative support on execution of divisional, group and team projects including reporting, analytics and process reviews.
• Serve as a subject-matter expert for various bank and Wealth systems, products, services and processes.
• Participate in project management activities.
• Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and departmental initiatives.
• Conduct industry research and competitive analysis as needed.
• Focus on continuous process improvement.
• Perform administrative tasks such as creating presentations, organizing meetings, and assembling marketing materials.
• Assist with training staff on new processes, systems, programs, etc.

Skills

Quantitative analysis

Verbal and written communication

Project management

Independent work

Microsoft Office

Education

Bachelor's degree in accounting, business or marketing

Master’s degree in Marketing or MBA

Tools

SAS

Microsoft Office

Job description

The position is described below.

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:

This is an in-office position Monday - Friday located at 1001 Semmes Avenue, Richmond, Virginia.

Responsible for providing analytical and administrative support on execution of divisional, group and team projects including but not limited to, performing reporting, analytics, insights and process reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes.

Participates in project management activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.

• Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
• 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.

Required Qualifications:

• Bachelor’s degree in accounting, business or marketing, or equivalent education and related training
• Three 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.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

• Master’s degree in Marketing or Business Administration
• Graduate of an enterprise sponsored Leadership Development Program
• Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments
• Knowledge of Operational Procedures and systems
• Knowledge of SAS or statistical software
• Familiarity with training and continuing education requirements for professional credentials such as National Association of Securities Dealers Licensing (7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor

The annual base salary for this position is $60,000.00 - $80,000.00.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

• 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 401k 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.
• 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.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work About Truist

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.