Wealth Omni Digital Strategist

Truist Financial
Charlotte, Atlanta
Full timeFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Problem-solving","Communication","Partnership","Analytical skills","Presentation"]

Partner with enterprise digital, vendors, technology, operations, compliance, support, and marketing teams to deliver competitive omni-channel digital solutions for wealth and investment clients. Own the strategic vision for a wealth segment, collect and analyze client feedback, and manage vendor partnerships to shape roadmaps. Translate omni capabilities into improved client and teammate experiences, troubleshoot product and technology issues, and drive continuous enhancements using metrics, research, and user testing.

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Truist Financial
Truist Financial
1 day ago

Wealth Omni Digital Strategist

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Last checked: 7 hours agoStatus: Live

Job Summary

Partner with enterprise digital, vendors, technology, operations, compliance, support, and marketing teams to deliver competitive omni-channel digital solutions for wealth and investment clients. Own the strategic vision for a wealth segment, collect and analyze client feedback, and manage vendor partnerships to shape roadmaps. Translate omni capabilities into improved client and teammate experiences, troubleshoot product and technology issues, and drive continuous enhancements using metrics, research, and user testing.
Location: Charlotte, Atlanta
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Partner with vendors and internal teams to develop strategies and action plans.
  • •Define and evangelize the omni digital wealth or investment client strategy using data-driven insights.
  • •Manage digital vendor partner relationships and influence product roadmaps to meet client needs.
  • •Collaborate with stakeholders to translate omni capabilities into improved client and teammate experiences while adding business value.
  • •Triage, troubleshoot, and resolve product, client, and technology issues, and support continuous product development through research, user testing, and QA.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •Five years of experience in digital (web/mobile), eCommerce, or eBusiness.
  • •Two years of experience leading cross-functional teams (indirectly or directly).
  • •Ability to solve problems by analyzing possible solutions using experience, judgment, and precedents.
  • •Ability to communicate complex information simply and present concepts clearly.
  • •A bachelor’s degree.
Experience:5+ yearsFinancial servicesDigital (web/mobile)ECommerceEBusinessAgile
Education:Bachelor's
Skills:Problem-solvingCommunicationPartnershipAnalytical skillsPresentation
Languages:English

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