Wealth Omni Digital Strategy Lead

Truist; Charlotte (NC); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid vacation

Sick days

Paid holidays

Job summary

Truist is seeking a Wealth Omni Digital Strategy Manager II in Charlotte, NC to lead a team of strategists and analysts. You will partner with enterprise digital, vendors, technology, operations, compliance, support and marketing to deliver differentiating wealth and investment client experiences.

You will set strategic vision for areas of focus, analyze client feedback, manage vendor relationships, and drive digital adoption across client and teammate touchpoints.

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
• 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
• Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues
• 10+ years' experience in digital (web/mobile), eCommerce or eBusiness
• 5+ years' experience in leading cross-functional teams (indirectly or directly)
• Advanced degree (e.g., MBA)

Responsibilities

• Manages and builds a high performing team of Wealth Omni strategists and business analysts
• Applies knowledge and expertise to develop a strategic vision and associated action plans delivering against it by partnering with vendors and internal digital/non-digital solution teams
• Demonstrated critical thinking skills and ability to prioritize opportunities
• Deep, proven understanding and knowledge of advanced concepts including portfolio management, model management and fiduciary standards
• Knowledgeable of emerging and future digital trends that will affect the business and ability to clearly envision and communicate the future and business opportunities
• Influencing skills; adept at driving organizational change through partnership, collaboration and leadership
• Partners with enterprise digital teams for continuous improvement to the Truist digital experiences providing subject matter expertise
• Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs
• Collaborates with stakeholders and business partners to define how digital capabilities and solutions can improve the client and teammate experiences and quantify business value
• Ensures consistency throughout the digital experience aligning with Wealth and investment segment strategies including cross-channel 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 senior management
• Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements
• Ensures business readiness activities are created and completed including training programs, communications, branch and call center teammates scripts, develop business/sales processes, ongoing monitoring/measurement and voice of the client mechanisms are in place

Skills

Problem solving

Communication

Technology initiatives experience

Partnership skills

multitasker

Execution oriented

Presentation skills

Project management

Analytical skills

Digital (web/mobile) experience

Education

Advanced degree (e.g., MBA)

Job description

Truist is seeking a Wealth Omni Digital Strategy Manager II in Charlotte, NC to lead a team of strategists and analysts. You will partner with enterprise digital, vendors, technology, operations, compliance, support and marketing to deliver differentiating wealth and investment client experiences.

You will set strategic vision for areas of focus, analyze client feedback, manage vendor relationships, and drive digital adoption across client and teammate touchpoints.