Wealth Business Analyst III

Job Title

Responsible for delivering analytical and administrative support in the execution of divisional, group, and team initiatives. Key duties include developing reports, conducting data analysis, generating insights, and evaluating processes to drive continuous improvement. Serves as a subject matter expert across various banking and Wealth Management systems, products, services, and operational processes. Actively contributes to project management activities, ensuring effective coordination and successful delivery of key projects.

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 and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to management.
• Serve as a subject-matter expert for assigned area around divisional products, services, systems and policies/procedures. Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights.
• Conduct industry research and competitive analysis as needed. Continued focus on process improvement.
• Perform various administrative tasks such as creating presentations, organizing meetings, assembling marketing materials, etc.
• Assist with training staff on new processes, systems, programs, etc.

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.

• Bachelor's degree in accounting, business or marketing, or equivalent education and related training.
• Six or more years of experience in analytical role within financial services industry or other related. business, and/or have participated in an enterprise sponsored Leadership Development Program.
• Demonstrated project management and coordination skills in a professional or financial services environment.
• Strong quantitative analysis skills.
• Excellent verbal and written communication skills.
• Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
• Ability to work independently. Strong proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

• Master's degree in Marketing or Business Administration.
• Graduate of an enterprise sponsored Leadership Development Program.
• Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments.
• Knowledge of Operational Procedures and systems.
• Knowledge of SAS or statistical software.
• Familiarity with training and continuing education requirements for professional credentials such as FINRA licensing (Series 7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor.

The annual base salary for this position is $74,660 - $134,380

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.