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Truist Wealth Advisor Platform Product Manager - Charlotte or Richmond in Charlotte, North Carolina

Req ID: R0046787

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following 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.

List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.

  1. 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.

  2. Coordinate with Subject matter experts, business leaders and operational teams to define the strategic and tactical advisor and teammate needs, system enhancements and priorities

  3. Partner with vendor partners, technology teams across Truist organization and CRM partners to determine system requirements, solutions, integrations and system connectivity

  4. Develop and oversee change management initiatives related to the Product and ensure teammates are properly trained

  5. Coordination and development of the various testing and implementation activities

  6. Ensure operational aspects of the product are running effectively including managing vendor relationship, issues/task lists, process and procedure documentation, SLAs, reporting etc..

  7. 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.

  1. Bachelor's degree in business, accounting, finance or banking or equivalent education and related training

  2. Three year track record of successfully managing projects, programs and project management

  3. Proven ability to act as a liaison between Business, product, operational and technical groups

  4. Exceptional communication skills, both written and verbal

  5. Ability to lead meetings

  6. Conceptual ability to analyze problems and devise solutions

  7. Ability and willingness to learn and adapt as the needs of the job change

  8. Ability to manage a budget

  9. Demonstrated proficiency in basic computer applications such as Microsoft Office products

  10. Ability to travel, occasionally overnight


Preferred Qualifications:

  1. Master's degree in business, accounting, finance, banking or related field

  2. Five years of financial services, private banking, Brokerage or wealth management experience

  3. Project Management Professional (PMP) Certification

  4. Six-Sigma Certification

  5. CRM/ Salesforce/ Brokerage / Wealth Management systems, technology platform development, and Agile process understanding

  6. Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems

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.

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