Wealth Senior Transformation Manager
SunTrust Investment Services, Inc.
Sr Transformation ManagerSenior leadership role reporting to the Strategic Initiatives Director, the Sr Transformation Manager is responsible for leading a team to deliver multiple projects or a program for key strategic initiatives in Truist Wealth through close partnership with Wealth Senior Leadership. The Manager will ensure the team is executing the projects/programs with standard project protocols including prioritization, planning, business readiness, and execution activities to ensure that Wealth cross functional project teams support attainment of Wealth's 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.Lead the planning, implementation, business readiness, and execution of projects/programs to achieve Wealth's key initiatives. (Ex: Transformational changes, technology innovations, and efficiency improvements)Lead the team of Transformation Managers and Business Analysts to ensure their ability to effectively deliver project management, business readiness, client and teammate communications, and leadership.Engage with Risk partners to ensure project review, oversight, and mitigation in accordance with enterprise risk appetiteCollaborate with all working lines of business (LOBs) in the Wealth.Contribute to short and long-term project prioritization and planning in the Wealth Division and assist in attaining Wealth's established business and financial goals.Represent Wealth, as needed, on Truist enterprise-wide strategic projects. Establish and maintain a network of industry peers to stay abreast of current business and industry initiatives.Attract, retain, and develop top talent, with a strong focus on diversity, and mentor successors for key leadership positions and for opportunities across Truist.Promote a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and valuesRequired Qualifications:Bachelor's degree in a business-related field, or equivalent education and related trainingTen years of experience in the financial services industry or consulting Five years of experience in managing high-performing teamsTrack record of successfully managing large projects and programs including those with both internal leadership and external consultantsExperience overseeing multiple business and technology programs using both Waterfall and Agile project management methodologies Exceptional communication skills, both written and verbalAbility to lead executive-level meetings Conceptual ability to analyze problems and devise solutionsAbility and willingness to learn and adapt as the needs of the job change High level of business acumen, including the ability to balance the delivery of programs against the realities of a budgetDemonstrated proficiency in computer applications, such as Microsoft Office software products, Microsoft Project, VisioAbility to travel as needed, occasionally overnightPreferred Qualifications:Master's degree in a business-related field Fifteen years of experience in the financial services industry or consultingProject Management Professional (PMP) Certification Wealth Management experience or knowledgeSound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systemsTruist 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.
$128.4k - $235.3k
...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...clients and our firm. You will lead transformative projects that blend strategic... ...build meaningful relationships with senior stakeholders, inspire cross-functional...SuggestedSummer holidayFlexible hours3 days per week$126.82k - $149.2k
...DescriptionAt U.S. Bank, Product Managers are customer‑obsessed and... ...business problems at scale.The Senior Product Manager - Agentic AI & Workflow Transformation owns the strategy, roadmap, and... ...governed AI agents, operating across Wealth, Corporate, and Institutional Banking...SeniorLocal area3 days per week- ...products to patients through harnessing the power of advanced technologies.The Work:Accenture is seeking a Senior Manager to lead Core Supply Chain transformation work within our Supply Chain & Engineering practice for Life Sciences. This executive will serve as a trusted...SeniorFull timeWork experience placementLive inWork at officeLocal areaShift work
- ...and revenue transformationLead end-to-end Pricing, CPQ, Quote-to-Cash, Lead-to-Cash, Revenue Lifecycle Management, and Sales Transformation programs.Partner with senior leaders across Sales, Pricing, Finance, Product, Operations, Legal, Customer Service, and IT to set...SeniorFull timeLive inWork at officeLocal area
- ...EY is seeking a Senior Manager to lead client engagement teams in the Insurance – P&C Claims Transformation space. You’ll work with a diverse set of clients to deliver professional services and drive business development for strategic accounts, with a focus on claims transformation...Senior
- ...Tax SeniorA wealth management firm is adding a Tax Senior to their team!As a Tax Senior, you will be responsible for preparing and reviewing tax returns, bookkeeping, tax planning and tax strategy.The position is mostly remote with occasional visits to the office to meet...SeniorWork at officeRemote work
- ...Charles Schwab Corporation in Charlotte, NC seeks a Senior Manager, Tax Planning Specialist to guide high-net-worth clients through sophisticated... ...ll educate clients, craft planning insights, and partner with Wealth Advisors and Financial Consultants to improve outcomes....Senior
$163.4k - $322.1k
Position Summary Engineering Transformation-Strategy Growth and Transformation Technology Senior Manager - AI & Engineering/EaaSJoin our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients...SeniorLocal areaFlexible hours- ...J.P. Morgan Private Bank is seeking a seasoned Private Banker to advise families on building and managing wealth. You will leverage investments, credit and banking knowledge to serve current clients and attract new ones. You will work with a local team and an institutional...SeniorLocal area
$132.5k - $338.3k
...and revenue transformationLead end-to-end Pricing, CPQ, Quote-to-Cash, Lead-to-Cash, Revenue Lifecycle Management, and Sales Transformation programs.Partner with senior leaders across Sales, Pricing, Finance, Product, Operations, Legal, Customer Service, and IT to set...SeniorLive inWork at officeLocal area- Wealth Management Research, Senior SpecialistVanguard is seeking a highly experienced Senior Manager, Wealth Management Research to serve as a thought... ...our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as...SeniorFull time
- ...Grant Thornton in the United States seeks a Private Wealth Services Tax Experienced Manager to lead reviews of complex returns and craft income, estate, and gift tax strategies for high net worth and family business clients. You will collaborate with the Private Wealth...Senior
- ...OpportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service &... ...Group addresses complex wealth management needs of clients through our Planning and... ...risk mitigation, and liquidity needs.As a Senior Regional Manager you will coach and...SeniorFull timeWork at office
- ...EY in the United States is seeking a Manager in Technology Business Analysis to lead SAP-enabled transformations for diverse clients. You will translate business needs into technical specifications, manage risk, oversee teams with travel up to 80%. The role focuses on...Senior
$132.5k - $338.3k
...and strategic leader with deep expertise in Sales and Commerce Transformation within Financial Services Industries (Banking, Capital Market... ...effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the...SeniorFull timeWork experience placementLive inWork at officeLocal area- As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and... ...through product and services that transform our clients' lives. To learn and...SeniorFull timeWork experience placementWork at officeRemote workRelocation package
- ...Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in... ...within Vanguard's Advice and Wealth Management division, you will develop tailored strategies...SeniorFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...SeniorFull timeH1b$77k - $214k
...ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them...SeniorFull timeH1b- ...Senior Lead Audit ManagerWells Fargo is seeking a Senior Lead Audit Manager on the Wealth and Investment Management Audit Team providing coverage for Banking, Lending & Trust, Wells Fargo Advisors, Wells Fargo Investment Institute, Wells Fargo Private Bank, WIM Advice...SeniorWork experience placement
$163.4k - $322.1k
...future of finance. As part of our Finance Transformation team, you’ll collaborate with CFOs,... ...to become strategic business partners, manage risk, and unlock new levels of financial... ...and SAP Treasury solution delivery. As a Senior Manager - SAP Treasury, you will focus on...SeniorLocal areaVisa sponsorship- ...Morgan Stanley is seeking a seasoned Business Development Manager to drive revenue growth within Wealth Management. The role supports Financial Advisors, coordinates local, regional, and national initiatives, and collaborates with product partners to ensure training on...Local area
$110.7k - $218.3k
...Summary Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Senior Consultant Our Deloitte Regulatory, Risk & Forensic... ...actions that strengthen, protect, and transform their organization. Join our team and use advanced...SeniorWork at officeNight shift$85k
...CONFIDENTIAL SEARCH | NEW BUSINESS SENIOR ACCOUNT EXECUTIVE – HEALTHCARE SaaS Black Diamond Recruiting is conducting a confidential search... ...(Utah candidates encouraged to apply) What you'll do Build and manage a pipeline of new business opportunities Prospect through cold...SeniorRemote work$155k - $220k
...(Tuesday through Thursday) and optional remote days on Mondays and Fridays each week.Our Growth and Transformation team (RVGT) is looking for a Senior AI Product Manager to drive the development of AI/ML-powered digital products that enhance customer acquisition, engagement...SeniorFull timeWork at officeLocal areaRemote workMonday to Friday- ...Coca-Cola Consolidated is seeking an Enterprise Initiatives Senior Manager in Charlotte to partner with leaders across functions and external partners. You will lead the design and implementation of new business processes and technology solutions that support strategic...Senior
- ...Role Overview We are seeking a senior transformation and change professional who can turn strategic initiatives into practical programs,... ...strategic thinking, storytelling, creativity, stakeholder management, and hands-on execution in a complex, fast-moving environment...Senior
- ...Bottlers (CONA Services) in Charlotte, NC seeks an Enterprise Initiatives Sr Manager to partner with business leaders, bottlers, and software partners to lead enterprise process transformation and implement new technology solutions. You will coach stakeholders, oversee...Senior
- ...CLA is seeking a Senior - Transformation to support transformation priorities by evaluating, organizing, and moving opportunities through the business navigation process and supporting change management activities to prepare for, adopt, and sustain change. This role requires...Senior
- ...Maersk is seeking a strategic and execution-focused leader to shape the next phase of Ground Freight Technology transformation. The role spans partnering with Product, Technology, Customer Experience, Commercial, Operations, and Finance to align priorities and accelerate...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Senior Transformation Manager. Be the first to apply!
- wealth management advisor Charlotte, NC
- wealth manager Charlotte, NC
- wealth management consultant Charlotte, NC
- transformation manager Charlotte, NC
- agile transformation program manager Charlotte, NC
- senior transformation manager Charlotte, NC
- business transformation manager Charlotte, NC
- change manager Charlotte, NC
- transformation project manager Charlotte, NC
- director change management Charlotte, NC


