Wealth Business Analyst III - FINRA

Truist Financial
Charlotte, Atlanta
Workplace: OnsiteFull timeUSD 90,000 - 110,000 annuallyFunction: Business OperationsEducation: bachelorsSkills: ["Quantitative analysis","Verbal communication","Written communication","Project coordination","Independent work"]

Provide analytical and administrative support for divisional, group, and team projects, including leadership reporting, performance analyses, and process reviews. Serve as a subject-matter expert for assigned wealth products, services, systems, and policies, contributing insights to strategic planning and project management. Conduct industry research, competitive analysis, and process improvement activities while creating presentations, organizing meetings, and supporting training for new processes and systems.

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Truist Financial
Truist Financial
1 month ago

Wealth Business Analyst III - FINRA

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Last checked: 7 hours agoStatus: Live

Job Summary

Provide analytical and administrative support for divisional, group, and team projects, including leadership reporting, performance analyses, and process reviews. Serve as a subject-matter expert for assigned wealth products, services, systems, and policies, contributing insights to strategic planning and project management. Conduct industry research, competitive analysis, and process improvement activities while creating presentations, organizing meetings, and supporting training for new processes and systems.
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.
  • •Serve as a subject-matter expert for assigned wealth products, services, systems, and policies/procedures.
  • •Assist with strategic planning and project management for divisional initiatives, contributing actionable insights.
  • •Conduct industry research and competitive analysis as needed.
  • •Improve processes and complete administrative tasks such as creating presentations, organizing meetings, assembling materials, and supporting training.

Pay and Benefits

Salary: USD 90,000 - 110,000 annually
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePension

Key Requirements

  • •Bachelor’s degree in accounting, business, or marketing (or equivalent education and related training).
  • •Six or more years of experience 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 with the ability to lead meetings and collaborate across the organization.
Experience:Financial services
Education:Bachelor's
Skills:Quantitative analysisVerbal communicationWritten communicationProject coordinationIndependent work
Certifications:FINRA 7FINRA 63FINRA 65FINRA 24Certified Financial PlannerCertified Public AccountantCertified 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
WebsiteLinkedIn