Wealth Omni Digital Senior Strategist

Truist Financial
Charlotte, Atlanta
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 7+ yearsEducation: bachelorsSkills: ["Problem-solving","Communication","Presentation","Analytical skills","Cross-functional partnership"]

Partner with enterprise digital, technology, operations, data/analytics, compliance, support, marketing, and vendor teams to shape connected, cross-channel digital experiences for Truist Wealth and investment clients. Define strategic vision and roadmap prioritization using adoption data, AI-enabled intelligence, and automation opportunities to reduce friction and improve teammate productivity. Manage vendor alignment, business readiness, and responsible AI controls while analyzing metrics and driving continuous improvement.

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Truist Financial
Truist Financial
1 day ago

Wealth Omni Digital Senior Strategist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Partner with enterprise digital, technology, operations, data/analytics, compliance, support, marketing, and vendor teams to shape connected, cross-channel digital experiences for Truist Wealth and investment clients. Define strategic vision and roadmap prioritization using adoption data, AI-enabled intelligence, and automation opportunities to reduce friction and improve teammate productivity. Manage vendor alignment, business readiness, and responsible AI controls while analyzing metrics and driving continuous improvement.
Location: Charlotte, Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Develop strategic vision and action plans for digital wealth/investment experiences, including automation and workflow optimization, with vendors and internal teams.
  • •Define and communicate the digital client strategy using data-driven, AI-assisted insights to prioritize opportunities.
  • •Manage digital vendor partner relationships and contribute to product roadmaps for AI-enabled capabilities, automation enhancements, and integrations.
  • •Collaborate with stakeholders to recommend and prioritize product features, implementation approaches, and supporting processes to improve client and teammate experience.
  • •Triage and resolve product, client, and technology issues; analyze adoption and performance metrics and prepare briefs/status updates for stakeholders.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Holidays

Key Requirements

  • •7+ years’ experience in digital (web/mobile), eCommerce or eBusiness, with strong analytical skills to interpret AI insights, automation trends, and adoption metrics.
  • •Ability to solve problems by analyzing possible solutions using experience, judgment, and precedents, and communicate complex information clearly.
  • •Experience participating in technology initiatives involving digital platforms, AI-enabled tools, automation, or workflow improvement efforts.
  • •Working knowledge of AI and automation with data-driven decision-making and responsible technology practices, including translating capabilities into business value, risk considerations, and adoption plans.
  • •3+ years’ experience leading cross-functional teams (indirectly or directly).
Experience:7+ yearsFinancial servicesDigital platformsAI automationECommerceAgile
Education:Bachelor's
Skills:Problem-solvingCommunicationPresentationAnalytical skillsCross-functional partnership
Certifications:CFP
Languages:English
Tech Stack:DigitalWebMobileECommerceAIAutomationWorkflow optimizationData-driven decision-makingGenerative AIRobotic process automationAgile

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