Wealth Business Analyst III
Wealth Business Analyst III
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1 Vacancy
Job Description
The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have a profile with us you can log in to check status.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
* This is an in-office position*Responsible for providing analytical and administrative support on execution of divisional group and team projects including but not limited to performing reporting analytics insights and process reviews while also serving as a subject-matter expert for various bank and Wealth systems products services and processes. Participates in project management activities.
Essential Duties and Responsibilities
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 content dissemination and management as needed on Investment Advisory 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 to support strategy and development and progress evaluation.
3. Serve as a subject-matter expert for assigned initiatives involving various investment management services products policies and processes (including timely delivery of IAG content centralizing key collateral and managing efforts around virtual and in-market events).
4. Conduct research and analyses as needed led by IAG senior leadership and key line of business partners.
5. Support effective communication and organization of the status of key initiatives by creating presentations organizing meetings assembling materials etc.
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelors 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.
5. Excellent verbal and written communication skills.
6. Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
Preferred Qualifications:
1. Masters 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 (Seriesetc.) Certified Financial Planner Certified Public Accountant and Certified Trust and Financial Advisor.
7. Strong proficiency in basic computer applications such as Microsoft Office software products.
8. Ability to work independently. Strong proficiency in basic computer applications such as Microsoft Office software products.
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 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 Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the LawPay Transparency Nondiscrimination Provision E-Verify
Required Experience:
IC
Employment Type
Full-Time
