Wealth Business Analyst III (Charlotte, Richmond or Atlanta)

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Job Grade:

110

Please review the following job description:

*This is an in-office position located in Charlotte, Richmond or Atlanta*
Responsible for providing analytical and project support on execution of department and team projects including but not limited to supporting key group initiatives with project management activities, performance reporting, analytics and insights.  Serves as a subject-matter expert for various investment management services, products, policies and processes.

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.

1.    Assist and collaborate in the various stages and phases of strategic planning and project management as needed on Investment Advice & Solutions group initiatives, contributing meaningful insights and ensuring key initiatives are on track to deliver optimal impact. 

2.    Develop and maintain periodic leadership reports and analyses related to business performance and initiatives status. Serve as a subject-matter expert for assigned initiatives involving various investment management services, products, policies and processes. Conduct industry research and competitive analysis as needed. Support effective communication and organization of the status of key initiatives by creating presentations, organizing meetings, assembling materials, etc.

Required Qualifications:

1.    Bachelor’s degree in accounting, business or marketing, or equivalent education and related training. 
2.    Six or more years of experience in analytical role within financial services industry or other related business, and/or have participated in an enterprise sponsored Leadership Development Program. 
3.    Demonstrated project management and coordination skills in a professional or financial services environment. 
4.    Strong quantitative analysis skills. Excellent verbal and written communication skills. 
5.    Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization. Ability to work independently. 
6.    Strong proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

1.    Master’s degree in Marketing or Business Administration
2.    Graduate of an enterprise sponsored Leadership Development Program
3.    Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments
4.    Knowledge of Operational Procedures and systems
5.    Knowledge of SAS or statistical software
6.    Familiarity with training and continuing education requirements for professional credentials such as FINRA Licensing (7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor.

 

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.