Truist Financial

Wealth Advisor Platform Senior Product Manager - Fiduciary

Truist Financial$90K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, accounting, finance, or banking.
  • Five years of experience in financial services, private banking, brokerage, or wealth management.
  • Three years of experience managing large projects and programs.
  • Proven communication skills to liaison between diverse teams.
  • Ability to adapt and learn as job requirements evolve.

Responsibilities

  • Lead business analysis and project management to enhance product strategy.
  • Coordinate with experts and leaders to prioritize system enhancements.
  • Partner with vendors and technology teams for system integration.
  • Develop and oversee change management initiatives for product training.
  • Ensure operational efficiency and compliance for product-related activities.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and disability coverage.
  • 401k plan with savings options.
  • Minimum of 10 vacation days and 10 sick days per year.
  • Potential eligibility for pension plans and stock options.
Full Job Description
Business owner of a product, system or application of the Truist Wealth platform including but not limited to: account opening, Intranet: e-sign, workflows and other teammate facing applications and tools for the Truist Wealth organization. Responsible for defining the strategy, analyzing potential solutions and driving implementation of initiatives to meet business 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.  Lead the business analysis and project management effort to drive the strategy, continual improvement and expanded utilization of the product in order to achieve operational efficiency, risk management, client and advisor experience, and asset and revenue goals. Coordinate with Subject matter experts, business leaders and operational teams to define the strategic and tactical advisor and teammate needs, system enhancements and priorities Partner with vendor partners, technology teams across Truist organization and CRM partners to determine system requirements, solutions, integrations and system connectivity Develop and oversee change management initiatives related to the Product and ensure teammates are properly trained Coordination and development of the various testing and implementation activities Ensure operational aspects of the product are running effectively including managing vendor relationship, issues/task lists, process and procedure documentation, SLAs, reporting etc.. Work with SME partners to ensure all regulations and compliance requirements are met for the Wealth business and systems which they own 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. Bachelor’s degree in business, accounting, finance or banking or equivalent education and related training Five years of financial services, private banking, Brokerage or wealth management experience Three year track record of successfully managing large projects, programs and project management Proven ability to act as a liaison between Business, product, operational and technical groups Exceptional communication skills, both written and verbal Ability to lead meetings Conceptual ability to analyze problems and devise solutions Ability and willingness to learn and adapt as the needs of the job change Ability to manage a budget Demonstrated proficiency in basic computer applications such as Microsoft Office products Ability to travel, occasionally overnight Preferred Qualifications: Master’s degree in business, accounting, finance, banking or related field Project Management Professional (PMP) Certification Six-Sigma Certification Systems and technology platform development, Agile process understanding 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 . 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

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.

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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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