Wealth Transformation Manager II

Truist Financial
Charlotte, Atlanta
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 7+ yearsEducation: bachelorsSkills: ["Communication","Cross-functional leadership","Problem-solving","Adaptability","Business acumen"]

Deliver multiple projects and programs for Truist Wealth’s key strategic initiatives by managing intake, planning, business readiness, and execution. Lead cross-functional project teams and communications, coordinate with Wealth business lines and partners, and partner with Risk to ensure oversight and mitigation. Use project protocols to support attainment of Wealth’s business and financial goals, while building external industry peer networks.

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Truist Financial
Truist Financial
1 day ago

Wealth Transformation Manager II

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Last checked: 10 hours agoStatus: Live

Job Summary

Deliver multiple projects and programs for Truist Wealth’s key strategic initiatives by managing intake, planning, business readiness, and execution. Lead cross-functional project teams and communications, coordinate with Wealth business lines and partners, and partner with Risk to ensure oversight and mitigation. Use project protocols to support attainment of Wealth’s business and financial goals, while building external industry peer networks.
Location: Charlotte, Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Manage intake, planning, business readiness, and execution of projects/programs to achieve Wealth’s key initiatives.
  • •Lead cross-functional teams to deliver project management and communications.
  • •Engage Risk partners to support project review, oversight, and mitigation in line with enterprise risk appetite.
  • •Collaborate with working lines of business (LOBs) in Wealth and partners as needed.
  • •Support short- and long-term prioritization and planning to help attain Wealth’s business and financial goals.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid SickPaid HolidaysEquity

Key Requirements

  • •Bachelor’s degree in a business-related field (or equivalent education/training).
  • •Seven years of experience in financial services industry or consulting, with a track record managing medium-to-large projects or programs.
  • •Strong written and verbal communication skills, including leading cross-functional project meetings.
  • •Ability to analyze problems and devise solutions, and willingness to learn and adapt to changing needs.
  • •Moderate business acumen, including balancing program delivery against budget realities; proficiency with Microsoft Office, Microsoft Project, and Visio.
Experience:7+ yearsFinancial servicesConsulting
Education:Bachelor's in business-related field
Skills:CommunicationCross-functional leadershipProblem-solvingAdaptabilityBusiness acumen
Certifications:Project Management Professional (PMP)
Languages:English
Tech Stack:Microsoft OfficeMicrosoft ProjectVisioWaterfallAgile

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