Wealth Business Analyst III - FINRA

Truist; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Job summary

Truist is seeking an experienced analytics professional to provide analytical and administrative support across divisional projects. You will develop leadership reports, serve as a subject‑matter expert on bank and Wealth systems, and participate in project management activities.

The role requires a Bachelor’s degree and 6+ years in analytics within financial services, along with strong communication and independent work skills. On-site role with standard benefits.

Qualifications

• Bachelor’s degree in accounting, business or marketing, or equivalent education and related training.
• Six or more years of experience in an analytical role within the 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 lead meetings with key partners and work with all levels of the organization.
• Ability to work independently.
• Proficiency with Microsoft Office suite.

Responsibilities

• Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and departmental initiatives.
• Serve as a subject‑matter expert for divisional products, services, systems and policies/procedures.
• Assist and collaborate in strategic planning and project management on divisional initiatives, contributing insights.
• Conduct industry research and competitive analysis; continue focus on process improvement; perform admin tasks like presentations and meetings.

Skills

Analytical thinking

Project management

Quantitative analysis

Leadership

Verbal and written communication

Microsoft Office

Education

Bachelor’s degree in accounting, business or marketing

Master’s degree in Marketing or MBA

Tools

SAS

Statistical software

Job description

Employment Type: Regular

Language Fluency: English (Required)

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

Responsibilities

Responsible for providing analytical and administrative support on the 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.

• 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.Continue 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.
• Six or more years of experience in an analytical role within the 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.

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.

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. 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.

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