Truist Wealth Omni Digital Experience Lead in Atlanta, Georgia
Req ID: R0031897
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Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)
Please review the following job description:
The Truist Wealth Omni Digital Experience Lead 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. This role will be focused on high net worth (HNW) client segments including clients with personal and corporate/institutional trust accounts. The Wealth Omni Digital Experience Lead 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 Experience Lead 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.
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. Applies knowledge and expertise to develop a strategic vision and associated action plans delivering against it by partnering with vendors and internal digital/non-digital solution teams. Defines and evangelizes the digital investment client strategy and uses data-driven insights to inform opportunities.
Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs.
Collaborates with stakeholders and business partners to define how digital capabilities and solutions can improve the client and teammate experiences while adding business value.
Ensures consistency throughout the digital experience aligning with Wealth segment strategies including cross-channel/omni interactions.
Collaborate with business leaders and participate in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes. Triage, troubleshoot, and resolve a range of product, client and technology issues.
Contribute to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management
Understand and manage operational trust/fiduciary backend system processes that impact digital client experiences.
Analyze metrics and prepare briefs, presentations and status reports and communicate as needed to key stakeholders.
Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements.
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
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.
Ability to solve problems by analyzing possible solutions using experience, judgment and precedents.
Ability to communicate complex information simply
Experience participating in technology initiatives
Strong problem-solving and partnership skills
Multitasker, works well under pressure and meets tight deadlines
Execution-oriented, and able to complete tasks independently but also is a good team player
Excellent presentation skills and comfort presenting concepts and ideas clearly
Comfortable managing concurrent projects in a fast-paced, results-driven environment
Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues.
5+ years’ experience in the digital (web/mobile) or wealth management (client servicing/operations)
3+ years’ experience in leading cross-functional teams (indirectly or directly) Preferred Qualifications:
3+ years’ experience in trust or brokerage account experiences/backend systems or financial services industry
5+ years’ experience in the digital (web/mobile), eCommerce or eBusiness
5+ years of product management, client servicing or sales experience
Advanced degree (e.g., MBA) and relevant professional designations (e.g., CFP)
Technology/software product development project team experience Experience with processes and tools supporting Agile methodologies Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace. Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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