Truist Financial

Wealth Omni Digital Strategist

Truist Financial$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Strong analytical skills for interpreting data and trends
  • Excellent problem-solving and partnership skills
  • Ability to communicate complex information simply
  • Experience in digital platforms (web/mobile), eCommerce, or eBusiness
  • Bachelor's degree with at least 5 years of relevant experience
  • Two years of experience in leading cross-functional teams
  • Experience in participating in technology initiatives

Responsibilities

  • Develops strategies and action plans by partnering with vendors and internal teams
  • Defines and promotes the digital wealth client strategy using data insights
  • Manages and influences digital vendor partner relationships
  • Collaborates with stakeholders to enhance client and teammate experiences
  • Ensures consistency in digital experiences across various wealth segments
  • Participates in decision-making regarding product features and vendor selection
  • Triages and resolves product, client, and technology issues

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and disability coverage
  • Tax-preferred savings accounts and a 401(k) plan
  • At least 10 days of vacation plus 10 sick days in the first year
  • Paid holidays and potential eligibility for a pension plan
  • Access to restricted stock units and deferred compensation options
Full Job Description
The Truist Wealth Omni Digital Strategist is responsible for working in partnership with enterprise digital, vendors, technology, operations, compliance, support and marketing teammates to create and deliver competitive and differentiating digital solutions for Truist wealth and investment clients and teammates. The Wealth Omni Digital Strategist provides the strategic vision for a wealth segment/area of focus, collects and analyzes client feedback, manages key vendor partnerships, ensures teammates understand and encourage client adoption, and continually advocates for digital client experience improvements that balance business benefits. The Wealth Omni Digital Strategist understands key product functionality, industry trends, competitive landscape, operations, business, compliance and marketing processes and has practical experience to solve a range of complex product and client issues. 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. Applies knowledge and expertise to develop strategies with action plans by partnering with vendors and internal digital/non-digital solution teams 2. Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform opportunities 3. Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs 4. Collaborates with stakeholders and business partners to translate how omni capabilities and solutions can improve the client and teammate experiences while adding business value 5. Ensures consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel/omni interactions 6. Collaborate with business leaders and participate in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes 7. Triage, troubleshoot, and resolve a range of product, client and technology issues 8. Contribute to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management 9. Analyze metrics and prepare briefs, presentations and status reports and communicate as needed to key stakeholders 10. Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements 11. Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and call center teammates to prepare sales scripts, manage sales processes, optimize sales opportunities, carry out follow up activities, and ensure business readiness for enhancements / changes to client facing digital experiences 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. Ability to solve problems by analyzing possible solutions using experience, judgment and precedents. 2. Ability to communicate complex information simply 3. Experience participating in technology initiatives 4. Strong problem-solving and partnership skills 5. Multitasker, works well under pressure and meets tight deadlines 6. Execution-oriented, and able to complete tasks independently but also is a good team player 7. Excellent presentation skills and comfort presenting concepts and ideas clearly 8. Comfort managing concurrent projects in a fast-paced, results-driven environment 9. Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues 10. Bachelor's degree 11. Five years of experience in the digital (web/mobile), eCommerce or eBusiness 12. Two years of experience in leading cross-functional teams (indirectly or directly) Preferred Qualifications: 1. Three years of experience in financial services industry 2. Three years of product management or sales experience 3. Advanced degree (e.g., MBA) and relevant professional designations (e.g., CFP) 4. Technology/software product development project team experience 5. Experience with processes and tools supporting Agile methodologies 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

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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