Wealth Senior Transformation Manager

Truist; Atlanta (GA); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation and holidays

Job summary

Truist Wealth is seeking a Senior Transformation Manager reporting to the Strategic Initiatives Director to lead a team delivering multiple projects or a program for key strategic initiatives in Wealth. The role partners with Wealth Senior Leadership to ensure execution with standard project protocols in prioritization, planning, and business readiness.

The manager will lead Transformation Managers and Business Analysts, ensure risk oversight with Risk, and collaborate across Wealth lines to

Qualifications

• Bachelor’s degree in a business-related field, or equivalent education and related training
• Ten years of experience in the financial services industry or consulting; five years of managing high-performing teams
• Track record of successfully managing large projects and programs with internal leadership and external consultants
• Experience overseeing multiple business and technology programs using Waterfall and Agile methodologies
• Exceptional communication skills, both written and verbal
• Ability to lead executive-level meetings and analyze problems to devise solutions
• High business acumen; balance program delivery with budgets
• Proficiency in MS Office, MS Project and Visio
• Willingness to travel as needed, occasionally overnight

Responsibilities

• Lead planning, implementation, business readiness, and execution of projects/programs for Wealth initiatives
• Direct Transformation Managers and Business Analysts to deliver project management and communications
• Coordinate with Risk partners for project review and risk mitigation
• Collaborate with Wealth LOBs to support business goals
• Contribute to project prioritization and long-term planning in Wealth
• Represent Wealth on Truist enterprise-wide projects and build industry networks
• Mentor top talent and promote diversity within the team
• Promote a cohesive, inclusive culture aligned with Truist values

Skills

Leadership

Project management

Waterfall

Agile

Communication

Risk management

Microsoft Office

Microsoft Project

Visio

Education

Bachelor’s degree in a business-related field

Master’s degree in a business-related field

Tools

Microsoft Office

Microsoft Project

Visio

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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:

Senior leadership role reporting to the Strategic Initiatives Director, the Sr Transformation Manager is responsible for leading a team to deliver multiple projects or a program for key strategic initiatives in Truist Wealth through close partnership with Wealth Senior Leadership.
The Manager will ensure the team is executing the projects/programs with standard project protocols including prioritization, planning, business readiness, and execution activities to ensure that Wealth cross functional project teams support attainment of Wealth’s business and financial goals.

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.

• Lead the planning, implementation, business readiness, and execution of projects/programs to achieve Wealth’s key initiatives. (Ex: Transformational changes, technology innovations, and efficiency improvements)
• Lead the team of Transformation Managers and Business Analysts to ensure their ability to effectively deliver project management, business readiness, client and teammate communications, and leadership.
• Engage with Risk partners to ensure project review, oversight, and mitigation in accordance with enterprise risk appetite
• Collaborate with all working lines of business (LOBs) in the Wealth.
• Contribute to short and long-term project prioritization and planning in the Wealth Division and assist in attaining Wealth’s established business and financial goals.
• Represent Wealth, as needed, on Truist enterprise-wide strategic projects. Establish and maintain a network of industry peers to stay abreast of current business and industry initiatives.
• Attract, retain, and develop top talent, with a strong focus on diversity, and mentor successors for key leadership positions and for opportunities across Truist.
• Promote a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values

R** equired 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.

• Bachelor’s degree in a business-related field, or equivalent education and related training
• Ten years of experience in the financial services industry or consulting Five years of experience in managing high-performing teams
• Track record of successfully managing large projects and programs including those with both internal leadership and external consultants
• Experience overseeing multiple business and technology programs using both Waterfall and Agile project management methodologies Exceptional communication skills, both written and verbal
• Ability to lead executive-level meetings Conceptual ability to analyze problems and devise solutions
• Ability and willingness to learn and adapt as the needs of the job change High level of business acumen, including the ability to balance the delivery of programs against the realities of a budget
• Demonstrated proficiency in computer applications, such as Microsoft Office software products, Microsoft Project, Visio
• Ability to travel as needed, occasionally overnight

Preferred Qualifications:

• Master’s degree in a business-related field Fifteen years of experience in the financial services industry or consulting
• Project Management Professional (PMP) Certification Wealth Management experience or knowledge
• Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems

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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