Truist Financial

IT Strategy & Product Management Sr. Analyst

Truist Financial$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 5+ years of experience in business operations, strategy, consulting, or IT
  • Experience supporting executive communications and Board-level materials
  • Demonstrated AI fluency with tools like ChatGPT and Copilot
  • Excellent written and verbal communication skills

Responsibilities

  • Prepare executive-level documents including Board content and CIO updates
  • Maintain portfolio scorecards and dashboards for executive oversight
  • Support vendor analysis and RFI/RFP processes
  • Apply AI tools for synthesis and analysis tasks
  • Share AI techniques to facilitate team adoption of new tools

Benefits

  • Comprehensive medical, dental, and vision insurance
  • 401(k) plan with company match
  • Generous paid time off including vacations and new parent leave
  • Tax-advantaged savings accounts
  • Access to life, disability, and AD&D insurance
Full Job Description
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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:
This role sits within the IT Strategy & Product Management team and produces clear, concise, executive-level materials while supporting operational consistency across the function. It is a synthesis-and-communications role - preparing deliverables for the Board, CIO, and leadership team, supporting vendor analysis and scorecards, and applying AI tools creatively across the work. The analyst supports CRC's broader AI adoption effort by modeling strong AI fluency in their own work and helping the team do the same. The ideal candidate is an early adopter of AI, a curious and creative thinker about how to apply AI to everyday work, and an evangelist who enjoys sharing techniques with peers.

Key Responsibilities
  • Executive Communications & Content - Prepare executive-ready materials including Board content, CIO updates, all-hands decks, and status reports using PowerPoint, Excel, Word, and AI tools; maintain accuracy and consistency across recurring deliverables
  • Metrics & Scorecards - Help maintain portfolio scorecards and dashboards, consolidating inputs from Product Managers into executive-level views; support tracking of benefit realization post-launch
  • Vendor and Market Analysis Support - Monitor select vendor marketplaces and general market trends, support RFI/RFP processes, scoring, and comparisons using the vendor evaluation framework; coordinate reviews with Procurement, Legal, Security, and Privacy; draft recommendation memos and help maintain the vendor landscape library
  • AI Adoption Support - Apply AI tools daily to synthesis, drafting, and analysis work; share techniques, build reusable prompts, and contribute playbooks that help the broader IT team adopt AI; this role supports the enterprise AI Adoption effort, it does not lead it


Education & Experience

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 required
  • 5+ years of experience in business operations, strategy, consulting, communications, or IT, including experience supporting executive communications, reporting, and Board-level materials


Functional Skills
  • Demonstrated AI fluency, including hands-on experience with tools such as ChatGPT, Copilot, Claude, or similar platforms, and the ability to apply AI to enhance analysis, content development, and day-to-day productivity
  • Interest in sharing AI techniques and helping others adopt new tools and practices
  • Excellent written and verbal communication skills, with the ability to develop polished, executive-ready presentations and materials
  • Strong analytical and critical thinking skills, with the ability to translate complex information into clear insights and actionable recommendations
  • Strong planning and prioritization skills, with the ability to manage competing priorities in a fast-paced environment
  • Strong program and project coordination skills, including progress tracking and follow-through across multiple initiatives
  • High attention to detail, with a commitment to quality, accuracy, and consistency
  • Strong interpersonal and stakeholder management skills, with the judgment and professionalism to work effectively with senior leaders
  • Ability to navigate ambiguity, synthesize diverse inputs, and produce structured, executive-ready outputs
  • Self-motivated, collaborative, and adaptable, with the ability to thrive in a dynamic environment
  • Advanced proficiency in PowerPoint, Excel, and Word


Preferred Attributes

Experience in the insurance, reinsurance, or MGA sector

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

Stay Connected

Don’t miss out on future opportunities or insights into our company culture and industry trends. Subscribe to our job alert emails and stay informed about new positions and career tips directly from our professionals. At Truist Financial, we’re not just offering jobs; we’re building careers. Join us and discover how you can make a difference and fuel your future.

SEARCH TRUIST FINANCIAL JOBS

READ CAREERS BLOG

Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
+14.3%
NASDAQ

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