Wealth Transformation Manager II

Truist; Charlotte (NC); On-site; USD 110,000 - 160,000; Full time

Job summary

Truist is seeking a Transformation Manager within the Wealth division to lead multiple projects and programs. The role partners with Wealth senior leadership to ensure alignment with business and financial goals, coordinating cross-functional teams and applying standard project protocols from intake to execution.

Responsibilities include prioritization, planning, risk oversight, and stakeholder communication, with occasional travel and a focus on transforming technology and processes to improve

Qualifications

• Bachelor's degree in a business-related field, or equivalent education and related training.
• Seven years of experience in the financial services industry or consulting with track record of successfully managing medium to large projects or programs
• Strong communication skills, both written and verbal; ability to lead cross-functional project meetings
• Conceptual ability to analyze problems and devise solutions
• Ability and willingness to learn and adapt as the needs of the job change
• Moderate level of business acumen, including the ability to balance the delivery of programs against the realities of a budget
• Proficiency in Microsoft Office, Microsoft Project, and Visio
• Ability to travel as needed, occasionally overnight

Responsibilities

• Manage the intake, planning, business readiness, and execution of projects/program to achieve Wealth's key initiatives.
• Lead cross functional teams effectively to deliver project management and communications.
• 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 and partners, as needed.
• 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.
• Establish and maintain a network of industry peers to stay abreast of current business and industry initiatives.
• Promote a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values

Skills

Strong communication

Cross-functional leadership

Problem solving

Adaptability

Travel readiness

Education

Bachelor's degree

Master's degree (preferred)

Tools

Microsoft Office

Microsoft Project

Visio

Job description

Need Help?

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Reporting to a Sr Transformation Manager or Strategic Initiatives Director, the Transformation Manager is responsible for delivering multiple projects or a program for key strategic initiatives in Truist Wealth through close partnership with Wealth Senior Leadership.

The Transformation Manager coordinates cross functional project teams to execute projects or a program.

The Transformation Manager utilizes standard project protocols including project request/intake, prioritization, planning, business readiness, and execution activities to ensure that they 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.

Manage the intake, planning, business readiness, and execution of projects/program to achieve Wealth's key initiatives. (Ex: Transformational changes, technology innovations, and efficiency improvements)

Lead cross functional teams effectively to deliver project management and communications.

• 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 and partners, as needed.
• 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.
• Establish and maintain a network of industry peers to stay abreast of current business and industry initiatives.
• Promote a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values

Required Qualifications

• Bachelor's degree in a business-related field, or equivalent education and related training
• Seven years of experience in the financial services industry or consulting Track record of successfully managing medium to large projects or programs
• Strong communication skills, both written and verbal Ability to lead cross-functional project meetings
• Conceptual ability to analyze problems and devise solutions
• Ability and willingness to learn and adapt as the needs of the job change
• Moderate 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
• Ten years of experience in the financial services industry
• Project Management Professional (PMP) Certification Experience overseeing multiple business and technology programs using both Waterfall and Agile project management methodologies 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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