Wealth Transformation Program Lead

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

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