Truist Financial

2 days ago

Wealth Business Analyst III - FINRA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Provide analytical and administrative support for divisional, group, and team initiatives, including reporting, analytics, insights, and process reviews. Serve as a subject-matter expert for wealth products, services, systems, and related policies/procedures, while contributing to strategic planning and project management. Conduct industry research and competitive analysis, focus on continuous process improvement, and support training through presentations, meetings, and materials.

Location: Charlotte, Atlanta

Workplace: Onsite

Employment Type: Full time

Job Function: Business Operations

Seniority: Mid level

Key Responsibilities

•Develop and maintain periodic leadership reports and analyses for business performance, system functionality, training, and departmental initiatives.
•Act as a subject-matter expert for assigned wealth products, services, systems, and policies/procedures.
•Assist with strategic planning and project management activities for divisional initiatives, providing meaningful insights.
•Conduct industry research and competitive analysis as needed.
•Support process improvement and perform administrative tasks such as creating presentations, organizing meetings, assembling materials, and assisting with staff training.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

•Bachelor’s degree in accounting, business, or marketing (or equivalent education and related training).
•6+ years in an analytical role within the financial services industry (or participation in an enterprise sponsored Leadership Development Program).
•Demonstrated project management and coordination skills in a professional or financial services environment.
•Strong quantitative analysis skills.
•Excellent verbal and written communication skills.

Experience:6+ yearsFinancial services

Education:Bachelor's in accounting, business or marketing

Skills:Quantitative analysisVerbal communicationWritten communicationProject coordinationIndependent work

Licenses:FINRA 7FINRA 63FINRA 65FINRA 24

Certifications:Certified Financial Planner (CFP)Certified Public Accountant (CPA)Certified Trust and Financial Advisor

Languages:English

Tech Stack:Microsoft OfficeSAS

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

Website LinkedIn

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Truist Financial

2 days ago

Wealth Business Analyst III - FINRA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: Charlotte, Atlanta

Workplace: Onsite

Employment Type: Full time

Job Function: Business Operations

Seniority: Mid level

Key Responsibilities

•Develop and maintain periodic leadership reports and analyses for business performance, system functionality, training, and departmental initiatives.
•Act as a subject-matter expert for assigned wealth products, services, systems, and policies/procedures.
•Assist with strategic planning and project management activities for divisional initiatives, providing meaningful insights.
•Conduct industry research and competitive analysis as needed.
•Support process improvement and perform administrative tasks such as creating presentations, organizing meetings, assembling materials, and assisting with staff training.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

•Bachelor’s degree in accounting, business, or marketing (or equivalent education and related training).
•6+ years in an analytical role within the financial services industry (or participation in an enterprise sponsored Leadership Development Program).
•Demonstrated project management and coordination skills in a professional or financial services environment.
•Strong quantitative analysis skills.
•Excellent verbal and written communication skills.

Experience:6+ yearsFinancial services

Education:Bachelor's in accounting, business or marketing

Skills:Quantitative analysisVerbal communicationWritten communicationProject coordinationIndependent work

Licenses:FINRA 7FINRA 63FINRA 65FINRA 24

Certifications:Certified Financial Planner (CFP)Certified Public Accountant (CPA)Certified Trust and Financial Advisor

Languages:English

Tech Stack:Microsoft OfficeSAS

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

Website LinkedIn