Wealth Business Analyst

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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:

This role will report to the Head of Wholesale Wealth Management Business Enablement with responsibility for assisting in execution of Wealth's strategic plan and the administration of key operating routines.

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.

•    Develop, own, and execute against a standard process to track market trends and the competitive environment to inform strategic planning; produce relevant summaries when applicable.
•    Own and facilitate the gathering of content for Wealth's monthly business reviews to accurately capture financial performance, sales effectiveness, talent management, and progress against strategic priorities; will involve working with finance and business management partners to ensure content is relevant and accurate 
•    Assist in the execution and project management of top priority initiatives within Wholesale to include defining logistics and approaches needed to operationalize business strategies, maintaining thorough project plans, and ensuring all participants are organized and aligned on execution plans; requires the ability to be a meaningful contributor to complex, cross-functional initiatives that accelerate performance and results
•    Understand strategic business goals, identify what data points are needed to inform how to achieve business goals (e.g., benchmarks, industry trends, internal operating and financial data), then gather and synthesize data to inform decision making and measure results.

QUALIFICATIONS
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.

•    Strong academic credentials – college degree or equivalent education and related training or experience
•    2-5 years of experience within consulting, business management, or financial services organization
•    Ability to present data and business considerations in a structured manner.
•    Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
•    Demonstrated understanding of business and technology organization, resources, priorities, needs and policies. 

Preferred Qualifications:

•    Background in financial services / banking industry
•    Project Management and/or Business Analyst experience
•    Strong analytical skills with high attention to detail and accuracy
•    Ability to summarize complex, detailed analysis into executive-level summarize
•    Ability to lead by influence (relationship building).
•    Knowledge of consumer / small business / direct banking
•    MBA preferred

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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