Truist Financial

Wholesale Digital Client Engagement Consultant

Truist Financial$100K — $120K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in related field or equivalent experience
  • 10+ years in Change Management, Business Readiness, or similar
  • Experience in designing and implementing go-to-market plans
  • Project management experience is essential
  • Excellent communication and presentation skills
  • Ability to collaborate across organizations
  • Proficient in Microsoft Office applications

Responsibilities

  • Lead cross-functional teams to develop commercialization strategies
  • Create and execute effective launch strategies for new products
  • Communicate readiness updates to senior leadership and stakeholders
  • Design and deliver training strategies and content
  • Develop comprehensive readiness plans through stakeholder engagement
  • Produce and maintain initiative dashboards and readiness deliverables
  • Manage project timelines and coordinate with team members

Benefits

  • Medical, dental, and vision insurance
  • Life and disability insurance
  • 401(k) retirement savings plan
  • Paid vacation and sick days
  • Paid holidays
  • Eligibility for defined benefit pension plan and stock options
  • Flexible spending accounts for health-related expenses
Full Job Description
Leads cross functional teams while partnering with Product Management, Sales, Lines of Business, Risks, and other key partners to developt and deployt effective commercialization and change/readiness strategies.

Leads the development of the launch strategy, creates forums and produces deliverables to promote the function and positioning of the new products, capabilties, and processes. Assesses client and teammate markets impacted, and then leads efforts to effectively introduce the changes to maximize adoption and project return on investment
Ensures programs are executed with well-defined end-to-end go to market plans and adherence to Enterprise and Wholesale Payments methodologies

Communicates and presents readiness status updates to senior leaders, risk partners, and cross line of business stakeholders.

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. Comply with Enterprise Change Frameworks and Enhance Product Commercialization methodology, approach and toolkit
2. Design, develop and deliver training strategy and content
3. Facilitate working sessions with cross-functional stakeholders to design comprehensive readiness plans
4. Gain an understanding of products, new features, and capabilities.
5. Partner with Product Managers and key stakeholders to document value proposition with emphasis on client impact.
6. Develop stakeholder and client analyses that identify change impacts and guide development of the launch approach
7. Utilize the outcome of the impact assessments to develop an end-to-end Launch Plan by coordinating with owners of each launch plan component (i.e., Go-to- Market Readiness Plan includes key components such as Rollout Approach; Communication; Content or Information Guides; Training; Onboarding Processes and Procedures; Customer Support Model; Pricing and Billing Framework; Migration Plan; and Client Feedback Mechanism etc.,).
8. Develop and maintain the Commercialization or Launch plan project plan and timeline (drive execution)
9. Develop the messaging framework and communication plan for each launch to reach different audiences based on stakeholder assessment.
10. Produce and update initiative dashboards and readiness deliverables.
11. Identify, report, and facilitate the mitigation or resolution of risks and issues.
12. Create internal teammate talking points (primarily targeted for Sales teammates)
13. Update external and internal sites with relevant product, new feature, or capability Information.
14. Manage, influence, and collaborate with matrixed teams to provide information required to fulfill responsibilities described above (guides and mentors assigned junior analysts)

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 related field or an equivalent combination of education and related work experience
2. Knowledge of designing and implementing go-to-market/launch plans, including teammate engagement and readiness programs
3. 10+ years of Change Management, Business Readiness, Commercialization, Marketing product management, product development or sales experience of financial or treasury products and/or services, or equivalent experience such as financial services consulting
4. Project management experience
5. Excellent verbal, written communication and presentation skills
6. Demonstrated ability to work collaboratively across organizations and stakeholders to drive results
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:
1. In-depth and broad knowledge of Wholesale Payments/ Treasury Solutions applications and products
2. Certified Treasury Professional (CTP) designation
3. Project Management Professional (PMP) certification and/or 5+ years project management experience
4. Master's degree in Business Administration

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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