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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 Wealth Fiduciary Strategy Leader is responsible developing, managing and implementing complex projects that address various strategic initiatives for the Wealth Fiduciary Team. Projects are aimed at accomplishing broad, long-term objectives including enhancing revenue, improving quality and/or efficiency, and advancing technological development while mitigating risk.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Primarily serves as a subject-matter expert for assigned area around divisional products, services, systems and policies/procedures
- Partner closely with senior leaders from the individual working teams to develop and evolve strategic roadmaps
- Acts as a change agent in setting project priorities and driving results for business initiatives
- Makes recommendations regarding the development of workflows and processes throughout the line of business
- Works directly with the RPA team and Application Owners to convey business needs and provide testing support
- Assists in developing and training of organizational policies, processes and practices
- Collaborates with business leads to monitor Bot performance and coordinate with RPA team regarding escalation of issues and monitoring of resolution
- Coordinates intake and tracking of new project and/or enhancement requests while developing the short and long term prioritization to attain line of business goals
- Completes special projects as requested by the Planning & Governance Director
QUALIFICATIONS
Required Qualifications:
1. Bachelor's degree; understanding of performance measurement best practices
2. 10+ years relevant experience in financial services, preferably wealth management; strong understanding of strategic planning or business consulting, experience/familiarity with talent management; significant project management experience
3. Effective decision making and judgment skills
4. Well-organized, detail-oriented, able to work independently, and flexible with the ability to determine and focus on top priorities in a fast-paced environment
5. Must have experience leading a geographically disbursed team and demonstrated ability to lead and influence effectively
6. Highly competent in the coordination of significant numbers of workstreams with simultaneous deliverables across multiple teams
7. Highly developed communication skills; articulate verbally and in writing; ability to synthesize information into well summarized documentation or presentation
8. Strong executive presence, comfortable interacting with and presenting to all levels of management
Preferred Qualifications:
1. MBA
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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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.