Wealth Senior Transformation Manager

Truist; Charlotte (NC); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

Disability insurance

401k plan

Vacation and sick time

Paid holidays

Job summary

Truist Wealth is seeking a Senior Transformation Manager who will lead a team delivering strategic initiatives and program portfolios in coordination with Wealth senior leadership.

You will oversee planning, business readiness, and execution across cross-functional lines, while mentoring leaders, engaging risk, and upholding Truist's purpose and values in every project.

Qualifications

• Bachelor’s degree in business or related field; equivalent experience accepted.
• 10 years in financial services or consulting; 5 years leading teams.
• Proven record managing large projects/programs with internal/external leaders.
• Experience with Waterfall and Agile PM methodologies.
• Excellent written and verbal communication; able to lead exec meetings.
• Strong business acumen; budget-conscious delivery.
• Proficient in MS Office, MS Project, Visio.
• Willingness to travel as needed.

Responsibilities

• Lead planning, implementation, business readiness, and execution of projects/programs to achieve Wealth initiatives.
• Lead Transformation Managers and Business Analysts to deliver PM, business readiness, and communications.
• Engage with Risk for project review and mitigation.
• Collaborate with all Wealth LOBs.
• Assist prioritization and planning to reach business/financial goals.
• Represent Wealth on Truist enterprise-wide strategic projects.
• Attract, retain, develop top talent and mentor successors; promote diversity.
• Foster a cohesive, inclusive, team-oriented culture aligned with Truist values.

Skills

Leadership

Communication

PM Methodologies

Strategy execution

Travel flexibility

Education

Bachelor’s in business

Master’s in business (preferred)

Tools

Microsoft Office

Microsoft Project

Visio

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

Employment Status:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Required 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 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.

EEO is the Law E-Verify IER Right to Work