Wealth Omni Digital Strategy Manager II

Truist; Town of Charlotte (NY); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401k plan

Paid vacation and holidays

Job summary

The Truist Wealth Omni Digital Strategy Manager II leads a team of strategists and analysts to deliver competitive digital solutions for Truist wealth and investment clients. You will partner with enterprise digital teams, vendors, technology, and operations to drive adoption and measure business value.

You will shape the strategic vision for portfolio management digitization, fiduciary standards, and client experiences, balancing business goals with risk and compliance while guiding

Qualifications

• Experience leading digital strategy in wealth/investment services.
• Strong ability to translate client feedback into actionable plans.
• Proven record of cross-functional leadership and vendor collaboration.

Responsibilities

• Lead a high-performing team of Wealth Omni strategists and analysts.
• Develop strategic vision and action plans with vendors and internal teams.
• Prioritize opportunities and communicate progress to senior management.
• Drive digital client experience improvements with measurable business value.
• Collaborate with enterprise digital and technology groups to implement solutions.
• Manage vendor relationships and influence product roadmaps.
• Ensure consistency of digital experiences with wealth/ investment strategies.

Skills

Digital strategy

Team leadership

Vendor management

Agile methodology

Portfolio management

Stakeholder communication

Data analysis

Problem solving

Presentation skills

Cross-functional collaboration

Education

MBA

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. (accommodation requests only; other inquiries won’t receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Truist Wealth Omni Digital Strategy Manager is responsible for managing a team of strategists and analysts as well as partners with enterprise digital, vendors, technology, operations, compliance, support and marketing teammates to create and deliver competitive and differentiating solutions for Truist wealth, investment clients and teammates. The Wealth Omni Digital Strategy Manager II provides the strategic vision for segments/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 Strategy Manager II 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. This role focuses on investment portfolio management experiences including but not limited to digitizing brokerage and trust account servicing, client portfolio performance indicators and digitizing operational processes to connect client and teammate platforms.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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.

• 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

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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
• 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)

Preferred Qualifications:

• 5+ years’ experience in financial services industry
• 5+ years of product management or sales experience
• Securities licenses or ability to quickly obtain (e.g., Series 7, 24, 65, 63) and relevant professional designations (e.g., CFP)
• Technology/software product development project team experience
• Experience with processes and tools supporting Agile methodologies
• Experience identifying, piloting or scaling AI, generative AI, robotic process automation, workflow automation or analytics-enabled capabilities.

• 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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