Wealth Advisor Platform Senior Product Manager - Fiduciary

Truist Financial
Charlotte, Atlanta
Full timeFunction: Product ManagementEducation: bachelorsSkills: ["Communication","Lead meetings","Problem-solving","Budget management","Leadership"]

Own and drive the product strategy for Truist Wealth platform systems and applications, including account opening, e-sign, and workflows used by advisors and internal teammates. Lead business analysis, project management, and continual improvement to expand adoption and improve operational efficiency, risk management, client and advisor experience, and asset/revenue goals. Partner with subject matter experts, technology teams, vendors, and CRM partners to define requirements, integrations, testing, implementation, change management, and compliance.

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Truist Financial
Truist Financial
2 months ago

Wealth Advisor Platform Senior Product Manager - Fiduciary

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Last checked: 5 days agoStatus: Live

Job Summary

Own and drive the product strategy for Truist Wealth platform systems and applications, including account opening, e-sign, and workflows used by advisors and internal teammates. Lead business analysis, project management, and continual improvement to expand adoption and improve operational efficiency, risk management, client and advisor experience, and asset/revenue goals. Partner with subject matter experts, technology teams, vendors, and CRM partners to define requirements, integrations, testing, implementation, change management, and compliance.
Location: Charlotte, Atlanta
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Own product strategy and roadmap for Truist Wealth platform systems and applications, including account opening and e-sign workflows.
  • •Lead business analysis and project management efforts to drive strategy, continual improvement, and expanded utilization of the product.
  • •Coordinate with subject matter experts, business leaders, and operational teams to define advisor and teammate needs, enhancements, and priorities.
  • •Partner with vendor partners, technology teams, and CRM partners to determine system requirements, solutions, integrations, and connectivity.
  • •Oversee testing, implementation, change management, operational readiness, vendor relationship management, issues/task tracking, documentation, and SLAs; ensure regulatory compliance requirements are met.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •Bachelor’s degree in business, accounting, finance, or banking (or equivalent).
  • •Five years of financial services experience in private banking, brokerage, or wealth management.
  • •Three years of proven experience managing large projects/programs using project and program management.
  • •Experience acting as a liaison between business, product, operational, and technical teams.
  • •Exceptional written and verbal communication, ability to lead meetings, analyze problems and devise solutions.
Experience:Financial servicesPrivate bankingBrokerageWealth management
Education:Bachelor's
Skills:CommunicationLead meetingsProblem-solvingBudget managementLeadership
Certifications:PMPSix-Sigma
Languages:English
Tech Stack:Microsoft OfficeE-signAgileCRM

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