Truist Financial

Software Engineer - Workflow and Ontology Developer

Truist Financial$100K — $145K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Computer Science, Software Engineering, or related field with 5 years of relevant experience or equivalent education.
  • In-depth knowledge of information systems and implementation of IT best practices.
  • Preferred experience in Wealth, Brokerage, Trust, banking, or financial services.
  • Experience with low-code platforms like Microsoft Power Platform or similar governed solutions.
  • Proficient in Python application development, data pipeline creation, and automation.

Responsibilities

  • Design and develop low-code applications and workflow components for Brokerage and Trust.
  • Model comprehensive workflows including intake, validation, routing, and approvals.
  • Design ontology objects that accurately reflect Wealth business concepts and support reuse.
  • Utilize Python for data transformation, validation, and operational automation.
  • Integrate workflow solutions with various enterprise services, including Azure and SQL Server.
  • Implement security measures like access controls and data masking for sensitive information.
  • Create auditable processes with clear documentation of state transitions and decision rationale.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and disability benefits.
  • 401k plan and tax-preferred savings accounts.
  • Minimum of 10 vacation days and 10 sick days per year.
  • Paid holidays and potential eligibility for pension plans or stock options.
Full Job Description
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

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:

ROLE PURPOSE Design, build and operate governed workflow, low-code, Python and ontology-based solutions that represent Wealth Brokerage and Trust business objects, decisions and work processes accurately and securely.

Job profile summary
This Software Engineer independently designs, develops, tests and maintains workflow and data-centric applications for Wealth Brokerage and Trust. The role combines professional software-engineering discipline with low-code delivery, Python development, process automation and ontology modelling.
The engineer translates business concepts such as clients, accounts, households, assets, transactions, cases, requests, approvals and items requiring attention into governed data objects, relationships, actions and workflows. Solutions must support explainable decisions, auditable processing and controlled human intervention.
The role is not ungoverned citizen development. It requires deliberate architecture, reusable components, source control, testing, deployment discipline, access controls, monitoring, support readiness and clear ownership.

Scope of responsibility
• Brokerage and Trust workflow applications supporting client and account servicing, operations, review, approval, exception management and supervisory processes.
• Low-code user experiences, forms, work queues, rules and automation integrated with enterprise applications, Azure services, SQL Server and approved data platforms.
• Python services and utilities for data preparation, validation, enrichment, workflow logic, controls and operational automation.
• Ontology models representing governed business concepts, relationships, states, actions and permissions used by applications, workflows and analytics.
• Production support, controls, audit history, data lineage, observability, resilience and lifecycle management for the complete solution.

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. Design and develop governed low-code applications, workflow components, forms, work queues, business rules, notifications and operational dashboards for Brokerage and Trust.

2. Model end-to-end workflows covering intake, validation, classification, routing, prioritization, assignment, service levels, approvals, exception handling, escalation, completion and closure.

3. Design ontology objects, properties, relationships, actions and lifecycle states that accurately reflect Wealth business concepts and remain reusable across applications and analytics.

4. Use Python to implement data transformation, validation, enrichment, rule execution, reconciliation, automation, test utilities and supporting services where code is the appropriate mechanism.

5. Integrate workflow and ontology solutions with .NET/C# services, SQL Server, Azure PaaS, APIs, messaging, SFTP or managed file transfer, vendor platforms and enterprise data sources.

6. Implement fine-grained access, entitlements, segregation of duties, data masking, approval authority and action permissions appropriate to sensitive Wealth data and regulated processes.

7. Create auditable processing with clear state transitions, decision rationale, timestamps, ownership, source references, evidence and immutable history where required.

8. Build reusable components, ontology patterns, workflow templates and engineering standards that reduce duplication without creating a single enormous low-code contraption nobody can safely change.

9. Develop automated tests for Python code, workflow rules, permissions, data transformations, ontology actions and integration contracts. Support repeatable deployment and environment promotion.

10. Instrument applications and workflows with logging, metrics, queue ageing, throughput, exception, service-level and control-breach monitoring. Create operational runbooks and support documentation.

11. Partner with product, operations, data owners, risk partners and subject-matter experts to validate terminology, process states, business rules, authoritative sources and control evidence.

12. Assess when low code is appropriate and when complexity, scale, performance or supportability requires professionally coded services in .NET/C#, Python or Azure.

13. Troubleshoot production issues spanning user experience, workflow orchestration, ontology, Python, permissions, data quality, integrations and dependent platforms. Complete root-cause analysis and corrective action.

14. Lead design and code reviews, mentor junior engineers and contribute to governance for low-code, workflow, Python and ontology delivery across Wealth Technology.
Technical and domain expectations

Area

Grade 111 expectation

Low-code engineering

Professional delivery of applications, forms, rules and automation using approved platforms, with ALM, reusable components, testing, support and governance.

Workflow and casework

Process states, work queues, assignment, SLAs, approvals, escalations, exceptions, human tasks, controls, evidence and operational measurement.

Ontology modelling

Business objects, properties, relationships, actions, lifecycle states, semantics, lineage, permissions and reuse across applications and analytics.

Python

Production-quality transformation, validation, enrichment, automation, rules, services and testing with packaging, logging, security and maintainability.

SQL Server and data

Relational data, querying, data quality, reconciliation, authoritative sources and integration between operational systems and workflow solutions.

.NET and C#

Ability to build or collaborate on coded APIs and services where low code or Python is not the correct implementation choice.

Microsoft Azure

Use of approved identity, PaaS, APIs, messaging, secrets, monitoring, storage and deployment capabilities supporting workflow solutions.

Integration

Consumption and publication of APIs, messaging, batch and SFTP interfaces, including validation, failure recovery and source-to-target traceability.

Controls and security

Role and attribute-based access, action permissions, segregation of duties, sensitive-data handling, audit history and evidence generation.

Wealth domain

Brokerage and Trust concepts including clients, households, accounts, assets, transactions, cash, servicing requests, reviews, approvals and exceptions.

Qualifications
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 computer science, Software Engineering, or related field with 5 years of relevant experience or equivalent education and training.
2. In-depth knowledge of information systems and ability to identify, apply, and implement IT best practices.

Preferred Qualifications
• Previous experience in Wealth, Brokerage, Trust, banking, financial services or another highly regulated industry.
• Experience with Palantir Foundry ontology and application-development capabilities, or comparable ontology, knowledge-graph, semantic or workflow platforms.
• Experience with Microsoft Power Platform or another governed enterprise low-code platform.
• Experience developing production Python applications, data pipelines, automation or control frameworks.
• Experience with .NET/C#, SQL Server, Azure PaaS, APIs, messaging and SFTP integrations.
• Experience designing work-request, case-management, exception-management or supervisory workflow solutions.
• Relevant Microsoft, Python, workflow, data or platform certification.
Leadership behaviours and measures of success
• Engineering ownership: independently moves work from design through production support and accepts accountability for operational outcomes.
• Quality by design: builds security, automated testing, observability, resiliency and maintainability into the solution rather than bolting them on later.
• Wealth context: understands that Brokerage and Trust processes involve sensitive data, regulated activity, supervisory controls and material operational dependencies.
• Technical leadership: raises engineering standards through pragmatic design guidance, code review, documentation and mentoring.
• Delivery judgement: balances speed, reuse, technical debt and control requirements without creating tomorrow's incident for today's milestone.

The annual base salary for this position is $100,000 - $145,000.

The annual base salary in Charlotte is $108,000-$149,000.

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.

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

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
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