Wealth Omni Digital Strategist Job Charlotte area,North Carolina USA,IT/Tech

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Regular Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Truist Wealth Omni Digital Strategist is responsible for working in partnership with enterprise digital, vendors, technology, operations, compliance, support and marketing teammates to create and deliver competitive and differentiating digital solutions for Truist wealth and investment clients and teammates. The Wealth Omni Digital Strategist provides the strategic vision for a wealth segment/area of focus, collects and analyzes client feedback, manages key vendor partnerships, ensures teammates understand and encourage client adoption, and continually advocates for digital client experience improvements that balance business benefits.

The Wealth Omni Digital Strategist understands key product functionality, industry trends, competitive landscape, operations, business, compliance and marketing processes and has practical experience to solve a range of complex product and client issues.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Applies knowledge and expertise to develop strategies with action plans by partnering with vendors and internal digital/non-digital solution teams

Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform opportunities

Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs

Collaborates with stakeholders and business partners to translate how omni capabilities and solutions can improve the client and teammate experiences while adding business value

Ensures consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel/omni interactions

Collaborate with business leaders and participate in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes

Triage, troubleshoot, and resolve a range of product, client and technology issues

Contribute to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management

Analyze metrics and prepare briefs, presentations and status reports and communicate as needed to key stakeholders

Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements

Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and call center teammates to prepare sales scripts, manage sales processes, optimize sales opportunities, carry out follow up activities, and ensure business readiness for enhancements / changes to client facing digital experiences

QUALIFICATIONS

Required Qualifications:

Ability to solve problems by analyzing possible solutions using experience, judgment and precedents.

Ability to communicate complex information simply

Experience participating in technology initiatives

Strong problem-solving and partnership skills

Multitasker, works well under pressure and meets tight deadlines

Execution-oriented, and able to complete tasks independently but also is a good team player

Excellent presentation skills and comfort presenting concepts and ideas clearly

Comfort managing concurrent projects in a fast-paced, results-driven environment

Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues

Bachelor's degree

Five years of experience in the digital (web/mobile), eCommerce or eBusiness

Two years of experience in leading cross-functional teams (indirectly or directly)

Preferred Qualifications:

Three years of experience in financial services industry
Three years of product management or sales experience
Advanced degree (e.g., MBA) and relevant…