Wealth Omni Digital Strategist

Truist; Charlotte (NC); On-site; USD 110,000 - 160,000; Full time

Job summary

Truist Wealth is seeking a Wealth Omni Digital Strategist in Charlotte to partner with digital, vendors, technology, operations, compliance and marketing to deliver competitive digital solutions for wealth clients. You will define strategic vision for a wealth segment and translate insights into product opportunities.

The role requires data-driven decision making, strong vendor relationship management, and collaboration with business leaders to prioritize features, ensure client adoption and

Qualifications

• Bachelor's degree required.
• 5+ years in digital (web/mobile), eCommerce or eBusiness.
• 2+ years leading cross-functional teams.
• Strong problem-solving and analytical skills.

Responsibilities

• Develop digital wealth or investment client strategy.
• Manage vendor relationships and influence roadmaps.
• Collaborate to translate omni capabilities into client experiences.
• Triage, troubleshoot and resolve product, client and tech issues.
• Analyze metrics and prepare briefs and status reports.

Skills

Problem solving

Communication

Tech initiatives

Partnership skills

Multitasking

Independent mindset

Presentation skills

Project management

Analytics

Education

Bachelor's degree

Job description

Need Help?

Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Job Description

The Truist Wealth Omni Digital Strategist is responsible for working in partnership with enterprise digital, vendors, technology, operations, compliance, support and marketing teammates to create and deliver competitive and differentiating digital solutions for Truist wealth and investment clients and teammates. The Wealth Omni Digital Strategist provides the strategic vision for a wealth segment/area of focus, collects and analyzes client feedback, manages key vendor partnerships, ensures teammates understand and encourage client adoption, and continually advocates for digital client experience improvements that balance business benefits. The Wealth Omni Digital Strategist understands key product functionality, industry trends, competitive landscape, operations, business, compliance and marketing processes and has practical experience to solve a range of complex product and client issues.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Applies knowledge and expertise to develop strategies with action plans by partnering with vendors and internal digital/non-digital solution teams
• Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform opportunities
• Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs
• Collaborates with stakeholders and business partners to translate how omni capabilities and solutions can improve the client and teammate experiences while adding business value
• Ensures consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel/omni interactions
• Collaborate with business leaders and participate in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes
• Triage, troubleshoot, and resolve a range of product, client and technology issues
• Contribute to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management
• Analyze metrics and prepare briefs, presentations and status reports and communicate as needed to key stakeholders
• Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements
• Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and call center teammates to prepare sales scripts, manage sales processes, optimize sales opportunities, carry out follow up activities, and ensure business readiness for enhancements / changes to client facing digital experiences

Qualifications

Required Qualifications

• Ability to solve problems by analyzing possible solutions using experience, judgment and precedents.
• Ability to communicate complex information simply
• Experience participating in technology initiatives
• Strong problem-solving and partnership skills
• Multitasker, works well under pressure and meets tight deadlines
• Execution-oriented, and able to complete tasks independently but also is a good team player
• Excellent presentation skills and comfort presenting concepts and ideas clearly
• Comfort managing concurrent projects in a fast-paced, results-driven environment
• Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues
• Bachelor's degree
• Five years of experience in the digital (web/mobile), eCommerce or eBusiness
• Two years of experience in leading cross-functional teams (indirectly or directly)

Preferred Qualifications

• Three years of experience in financial services industry
• Three years of product management or sales experience
• Advanced degree (e.g., MBA) and relevant professional designations (e.g., CFP)
• Technology/software product development project team experience
• Experience with processes and tools supporting Agile methodologies

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.

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