Wealth Transformation Manager II
Atlanta, GA - USA
Job Summary
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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:
Reporting to a Sr Transformation Manager or Strategic Initiatives Director the Transformation Manager is responsible for delivering multiple projects or a program for key strategic initiatives in Truist Wealth through close partnership with Wealth Senior Leadership.The Transformation Manager coordinates cross functional project teams to execute projects or a program.
The Transformation Manager utilizes standard project protocols including project request/intake prioritization planning business readiness and execution activities to ensure that they support attainment of Wealths business and financial goals.
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.
Manage the intake planning business readiness and execution of projects/program to achieve Wealths key initiatives. (Ex: Transformational changes technology innovations and efficiency improvements) Lead cross functional teams effectively to deliver project management and communications. Engage with Risk partners to ensure project review oversight and mitigation in accordance with enterprise risk appetite Collaborate with all working lines of business (LOBs) in the Wealth and partners as needed. Contribute to short and long-term project prioritization and planning in the Wealth Division and assist in attaining Wealths established business and financial goals. Establish and maintain a network of industry peers to stay abreast of current business and industry initiatives. Promote a cohesive inclusive team-oriented culture aligned with the Truist purpose mission and values
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.
Bachelors degree in a business-related field or equivalent education and related training Seven years of experience in the financial services industry or consulting Track record of successfully managing medium to large projects or programs Strong communication skills both written and verbal Ability to lead cross-functional project meetings Conceptual ability to analyze problems and devise solutions Ability and willingness to learn and adapt as the needs of the job change Moderate level of business acumen including the ability to balance the delivery of programs against the realities of a budget Demonstrated proficiency in computer applications such as Microsoft Office software products Microsoft Project Visio Ability to travel as needed occasionally overnight
Preferred Qualifications:
Masters degree in a business-related field Ten years of experience in the financial services industry Project Management Professional (PMP) Certification Experience overseeing multiple business and technology programs using both Waterfall and Agile project management methodologies Wealth Management experience or knowledge Sound working knowledge of holistic banking/investment platforms products services operations finance and systems
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.
Required Experience:
Manager
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