Wealth Omni Digital Strategy Manager II

Truist Financial
Charlotte
Workplace: OnsiteFull timeFunction: Strategy & Corporate DevelopmentExperience: 10+ yearsEducation: mastersSkills: ["Problem-solving","Communication","Presentation","Partnership","Prioritization"]

Lead a team of wealth digital strategists and analysts, partnering with enterprise digital, vendor, technology, operations, compliance, support, and marketing groups to create and deliver differentiated digital solutions. Define strategic vision for investment portfolio experiences, digitize brokerage and trust servicing, analyze client feedback, manage vendor partner relationships, and drive measurable improvements to the client digital experience through product recommendations, triage, and business readiness initiatives.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 week ago

Wealth Omni Digital Strategy Manager II

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 minutes agoStatus: Live

Job Summary

Lead a team of wealth digital strategists and analysts, partnering with enterprise digital, vendor, technology, operations, compliance, support, and marketing groups to create and deliver differentiated digital solutions. Define strategic vision for investment portfolio experiences, digitize brokerage and trust servicing, analyze client feedback, manage vendor partner relationships, and drive measurable improvements to the client digital experience through product recommendations, triage, and business readiness initiatives.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Strategy & Corporate Development
Seniority: Manager level

Key Responsibilities

  • •Manage and build a high-performing team of Wealth Omni strategists and business analysts.
  • •Develop strategic vision and action plans by partnering with vendors and internal digital solution teams.
  • •Influence organizational change by collaborating with enterprise digital teams to improve Truist wealth digital experiences.
  • •Manage digital vendor partner relationships and guide product roadmaps to meet client needs.
  • •Analyze metrics and industry/competitive information, recommend enhancements, and ensure business readiness through training and communications.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •10+ years’ experience in digital (web/mobile), eCommerce, or eBusiness.
  • •5+ years’ experience leading cross-functional teams (indirectly or directly).
  • •Advanced degree (e.g., MBA).
  • •Strong analytical skills to interpret data and trends, diagnose problems, and recommend action plans.
  • •Securities licenses or ability to quickly obtain (e.g., Series 7, 24, 65, 63) and relevant professional designations (e.g., CFP).
Experience:10+ yearsDigitalECommerceFinancial servicesWeb/mobileAIRobotic process automation
Education:Master's
Skills:Problem-solvingCommunicationPresentationPartnershipPrioritization
Certifications:Series 7Series 24Series 65Series 63CFP
Languages:English
Tech Stack:Web/mobileECommerceAgileAIGenerative AIRobotic process automationWorkflow automationAnalytics-enabled capabilities

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn