Wealth Business Analyst III - FINRA

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

Job Type

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Responsibilities

1. Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to management.
2. Serve as a subject‑matter expert for assigned area around divisional products, services, systems and policies/procedures.
3. Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights.
4. Conduct industry research and competitive analysis as needed.
5. 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

1. Bachelor’s degree in accounting, business or marketing, or equivalent education and related training.
2. 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.
3. Demonstrated project management and coordination skills in a professional or financial services environment.
4. Strong quantitative analysis skills.
5. Excellent verbal and written communication skills.
6. Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
7. Ability to work independently.
8. Strong proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications

1. Master’s degree in Marketing or Business Administration.
2. Graduate of an enterprise sponsored Leadership Development Program.
3. Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments.
4. Knowledge of Operational Procedures and systems.
5. Knowledge of SAS or statistical software.
6. 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.

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 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. 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.

Equal Opportunity Employer

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.