Wealth Omni Digital Strategy Lead

Truist

Charlotte (NC)

On-site

USD 110,000 - 160,000

Full time

14 days+

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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

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

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