Responsible for managing wealth deposit balances and increasing client share of wallet through product competitiveness, pricing discipline, and field execution to enable sustained deposit growth. Leads product development, pricing optimization, and go-to-market strategy. Serves as a strategic partner to senior Wealth and Wholesale leadership and manages the Wealth Deposit Team.

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.
1. Define and lead Wealth deposit strategy considering enterprise balance sheet and profitability objectives
2. Set direction for deposit growth, client segmentation, and pricing/marketing strategies
3. Provide strategic recommendations to senior leadership based on market insights and financial analysis
4. Own the design, development, and lifecycle management of Wealth deposit products
5. Lead innovation efforts to enhance competitiveness and client value
6. Partner across the company to bring new solutions to market
7. Own financial outcomes including deposit balances, rate paid, and fee income
8. Establish KPIs and track results against targets; adjust strategy as needed
9. Identify and execute large-scale initiatives to improve profitability and efficiency
10. Serve as a strategic advisor to Wealth and Wholesale leadership on deposit strategy and client engagement
11. Influence client strategy and solutioning for complex or high-value relationships
12. Drive alignment between sales objectives and deposit/product strategy
13. Lead and develop a team
14. Oversee multiple initiatives simultaneously, ensuring execution against strategic priorities
15. Foster cross-functional collaboration across Wealth, Payments, Treasury, and Finance

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.
1. Bachelor's degree in Finance, Economics, Business, or related field
2. 10+ years of relevant experience in banking, wealth management, treasury solutions, liquidity strategy, deposit pricing, or related financial services roles
3. Strong knowledge of the wealth management business
4. Demonstrated experience developing or executing deposit, pricing, or liquidity strategies that drive growth and profitability
5. Proven ability to analyze complex financial data and translate insights into actionable strategies and recommendations
6. Experience partnering with sales teams or client-facing groups to develop solutions and drive revenue outcomes
7. Strong communication and influencing skills, with the ability to present insights and recommendations to senior leadership
8. Demonstrated ability to operate with independent judgment, discretion, and accountability in a dynamic environment

Preferred Qualifications:
1. Advanced degree (MBA or Master's in Finance, Economics, or related discipline)
2. Experience supporting or partnering with Wealth / Private Banking client segments
3. Deep expertise in deposit pricing, liquidity optimization, and non-interest income / fee income strategies
4. Experience leading product development or innovation initiatives, including go-to-market strategy and lifecycle management
5. Prior people leadership experience or demonstrated ability to lead teams, projects, or large-scale initiatives
6. Experience managing or influencing P&L, revenue targets, or balance sheet outcomes
7. Track record of driving cross-functional initiatives across Product, Finance, Risk, and Sales organizations

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.