Wealth Business Analyst III - FINRA

Truist; Charlotte (NC); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical benefits

Vacation & sick leave

Pension plan & RSUs

Job summary

Truist is seeking an analytical professional in Charlotte, NC to support divisional projects with reporting, analytics, insights and PM activities. You will develop leadership reports, act as a subject-matter expert for divisional products and policies, and contribute to strategic planning with insights.

The role requires strong MS Office skills, excellent communication, and the ability to work independently in a fast-paced financial services environment.

Qualifications

• Bachelors degree or equivalent education in a related field.
• 6+ years of analytical experience in financial services or related area.
• Demonstrated project management and coordination skills.
• Strong quantitative analysis skills.
• Excellent verbal and written communication; ability to lead meetings.

Responsibilities

• Develop and maintain leadership reports and analyses on business performance and initiatives.
• Serve as subject-matter expert for divisional products, services, systems and policies.
• Assist in strategic planning and project management with meaningful insights.
• Conduct industry research and competitive analysis as needed.
• Support training staff and prepare presentations and marketing materials.

Education

Bachelors degree in accounting, business or marketing, or equivalent education and related training

Tools

Microsoft Office

SAS

Job description

Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Job Description

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.

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.


• 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.

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.

• medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan


• 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


• defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

For more details on Truist’s generous benefit plans, please visit our Benefits site.

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.

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