Product Analyst--Wealth Brokerage Technology

Truist Financial
Richmond, Charlotte
Workplace: OnsiteFull timeUSD 95,000 - 133,000 annuallyFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Facilitation","Negotiation","Presentation","Autonomy"]

Own the product direction and delivery roadmap for Wealth Brokerage capabilities, balancing business, technology, risk, and design priorities. Lead discovery and translate client and operational needs into prioritized epics, features, and measurable releases. Partner with cross-functional teams across Agile delivery to define requirements, manage a healthy backlog, support secure regulated delivery, and plan adoption using analytics, telemetry, and KPIs.

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Truist Financial
Truist Financial
2 days ago

Product Analyst--Wealth Brokerage Technology

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Last checked: 3 hours agoStatus: Live

Job Summary

Own the product direction and delivery roadmap for Wealth Brokerage capabilities, balancing business, technology, risk, and design priorities. Lead discovery and translate client and operational needs into prioritized epics, features, and measurable releases. Partner with cross-functional teams across Agile delivery to define requirements, manage a healthy backlog, support secure regulated delivery, and plan adoption using analytics, telemetry, and KPIs.
Location: Richmond, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Develop and maintain a Wealth Brokerage product vision and strategic roadmap aligned to business objectives and technology strategy.
  • •Research brokerage client and operational needs, translating findings into clear product outcomes and prioritized opportunities.
  • •Partner with Agile delivery teams to define epics, features, acceptance outcomes, non-functional requirements, and maintain the product backlog.
  • •Shape end-to-end workflow and case-management solutions, including intake, routing, approvals, audit history, notifications, and operational reporting.
  • •Define measurable product outcomes and KPIs, using telemetry and adoption measures to adjust priorities and demonstrate value.
Travel: Low travel

Pay and Benefits

Salary: USD 95,000 - 133,000 annually

Key Requirements

  • •Bachelor’s degree in business, engineering, design, or technology (or equivalent combination of education and experience).
  • •5+ years of banking, financial services, or other relevant work experience.
  • •3+ years of product, analysis, technology, and/or design experience.
  • •3+ years leading cross-functional teams without formal authority.
  • •Strong skills in presentation, facilitation, communication, and negotiation.
Experience:5+ yearsFinancial servicesBanking
Education:Bachelor's
Skills:CommunicationFacilitationNegotiationPresentationAutonomy
Languages:English
Tech Stack:.NETC#SQL ServerMicrosoft AzurePythonLow-codeWorkflow/case-managementAPIsSFTPEvent-driven integrations

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