Change Delivery Analyst III
SunTrust Investment Services, Inc.
Job Title
Responsible for providing expert level business analyst and project management needs of the assigned portfolio, including large and complex initiatives. Works with project teams to gather and analyze information needed, solving highly complex problems, while escalating issues as necessary. Ensures projects remain on schedule, within scope and budget; and prepares necessary materials and artifacts. This teammate possesses expert knowledge of the processes in the assigned portfolio and routinely looks for process improvements and applies creative thinking and new ideas to existing opportunities.
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.
- Leads project planning activities for large and complex initiatives including gathering, analyzing, and presenting data and recommendations needed for project decision makers.
- Defines project scope and obstacles that would impact the success of the initiative.
- Identifies and supports required changes to scope or timeline throughout the project lifecycle.
- Leads execution activities including defining and organizing milestones, teams, and schedules to reach project objectives.
- Prepares and maintains necessary project materials and artifacts, including business cases, prioritization, project plans/task lists, business readiness materials, and post-project follow up.
- Ensures project documentation has appropriate level of traceability, tracking all impacts to completion and knowledge delivery to impacted audiences.
- Gathers and analyzes data to draw thoughtful conclusions and recommendations to leadership including identifying and resolving difficult issues.
- Provides tracking and reporting of project status to leadership and enterprise teams, including measurement of key performance and risk indicators and success factors.
- Creates process mapping for changes resulting from strategic projects including risks and controls and may recommend changes to existing processes to improve efficiencies.
- Owns the intake of new project requests and coordination of projects within workstreams.
- Establishes and maintains relationships with all stakeholders ensuring coordination across cross-functional teams.
- Serves as an individual contributor with ownership of a project portfolio.
- May serve as a resource for junior level resources promoting a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values.
Required Qualifications:
- Bachelor's degree in a business-related field, or equivalent education and related training.
- 5-7 years of experience in consulting, project management or process improvement related role.
- Advanced understanding of project management framework and demonstrated ability to implement large scale initiatives.
- Experience with Waterfall and Agile project management methodologies.
- Strong organizational skills and attention to detail.
- Strong communication skills, both written and verbal, with ability to influence others and facilitate difficult conversations with leadership.
- Demonstrated ability to analyze complex problems, devise solutions and make decisions under pressure.
- Ability and willingness to learn and adapt as the needs of the job change.
- Demonstrated proficiency in computer applications, such as Microsoft Office software products.
- Ability to travel as needed, occasionally overnight.
Preferred Qualifications:
- Five years of experience in the financial services industry or consulting.
- Project Management Professional (PMP) Certification.
- Advanced understanding of process improvement methodologies (e.g., Six Sigma).
- Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems.
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