Truist · 1 day ago
Wealth Business Analyst III
Charlotte, NC
Full-time
Onsite
Senior Level
6+ years expTruist is a financial services company seeking a Wealth Business Analyst III. The role involves providing analytical and administrative support for divisional projects, performing reporting and analytics, and serving as a subject-matter expert for various bank and Wealth systems.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
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
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
2025-12-18
Company data provided by crunchbase