Truist Financial

Wealth Transformation Manager II

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

Qualifications

  • Bachelor's degree in business or related field, or equivalent training
  • 7 years in financial services or consulting
  • Proven track record managing medium to large projects
  • Strong written and verbal communication skills
  • Experience leading cross-functional meetings
  • Conceptual problem-solver with adaptable learning capability
  • Moderate business acumen and budget management skills

Responsibilities

  • Manage project intake, planning, and execution to achieve strategic goals
  • Lead cross-functional teams for effective project delivery and communications
  • Engage with Risk partners for project oversight and mitigation
  • Collaborate across Wealth lines of business as needed
  • Contribute to project prioritization and planning in Wealth Division
  • Maintain industry peer network for current business insights
  • Promote a cohesive, inclusive team culture aligned with Truist's mission

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and disability coverage
  • Tax-preferred savings accounts and 401k plan
  • Minimum of 10 days vacation and 10 sick days in the first year
  • Paid holidays
  • Potential eligibility for defined benefit pension plan and restricted stock units
Full Job Description
Reporting to a Sr Transformation Manager or Strategic Initiatives Director, the Transformation Manager is responsible for delivering multiple projects or a program for key strategic initiatives in Truist Wealth through close partnership with Wealth Senior Leadership. The Transformation Manager coordinates cross functional project teams to execute projects or a program. The Transformation Manager utilizes standard project protocols including project request/intake, prioritization, planning, business readiness, and execution activities to ensure that they support attainment of Wealth's business and financial 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. Manage the intake, planning, business readiness, and execution of projects/program to achieve Wealth's key initiatives. (Ex: Transformational changes, technology innovations, and efficiency improvements) Lead cross functional teams effectively to deliver project management and communications. Engage with Risk partners to ensure project review, oversight, and mitigation in accordance with enterprise risk appetite Collaborate with all working lines of business (LOBs) in the Wealth and partners, as needed. Contribute to short and long-term project prioritization and planning in the Wealth Division and assist in attaining Wealth's established business and financial goals. Establish and maintain a network of industry peers to stay abreast of current business and industry initiatives. Promote a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values 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 a business-related field, or equivalent education and related training Seven years of experience in the financial services industry or consulting Track record of successfully managing medium to large projects or programs Strong communication skills, both written and verbal Ability to lead cross-functional project meetings Conceptual ability to analyze problems and devise solutions Ability and willingness to learn and adapt as the needs of the job change Moderate level of business acumen, including the ability to balance the delivery of programs against the realities of a budget Demonstrated proficiency in computer applications, such as Microsoft Office software products, Microsoft Project, Visio Ability to travel as needed, occasionally overnight Preferred Qualifications: Master's degree in a business-related field Ten years of experience in the financial services industry Project Management Professional (PMP) Certification Experience overseeing multiple business and technology programs using both Waterfall and Agile project management methodologies Wealth Management experience or knowledge 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 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
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50,283 employees
Market Cap
$56.6 billion
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