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Truist Wealth Omni Digital Strategist, Financial Planning Tools in Charlotte, North Carolina

Req ID: R0060202

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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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:

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. This specific role will focus on financial planning digital tools including but not limited to client-initiated/led financial wellness, goal-based financial planning and advanced cash-flow planning tools.


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


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

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.

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