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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for consulting and developing strategies and performance metrics for Strategic Partnership Delivery optimization efforts that drive cross functional efficiency and scalability.

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.   Assess Truist Wealth against industry benchmarks and drive recommendations that result in increased revenue, expense savings, or scalability.
2.   Provide Head of Wealth Strategic Partnerships & Delivery support for business base creation, measurement and performance.
3.   Create a portfolio management approach to manual controls and develop a burn down strategy and execution plan.
4.   Conduct discovery and objective assessment of opportunities identified by the executive team.
5.   Build relationships with business units outside of Wealth that represent dependencies for Wealth’s success to drive stronger partnership and prioritization for Wealth.

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.   College degree in management, banking, business, accounting, finance, economics, or equivalent education and related training.
2.   10 years of related experience or an equivalent combination of education and work experience
3.   Ability to influence in a heavily matrixed organization.
4.   Experience evolving operating and interaction models that create measurable results.
5.   Demonstrated operability in risk intensive environment.
6.   Excel at building and maintaining mutually beneficial relationships.
7.   Ability to ingest and align to enterprise direction and ability to drive feedback to influence future paths.
8.   Extensive middle office experience with demonstrated commitment to customer advocacy balanced with risk management and teammate needs.

Preferred Qualifications:

1.   Master’s degree in management, banking, business administration, or finance
2.   Consulting experience with large organizations
3.   FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses.

4. Leadership experience driving change within a Global Systemically Important Financial Institution.

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.

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.

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Wealth Delivery Optimization Director

Truist

Please review the following job description:

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