Truist ยท 21 hours ago
Wealth Omni Digital Strategist
Charlotte, NC
Full-time
Onsite
Senior Level
7+ years expTruist is a financial services company that is seeking a Wealth Omni Digital Strategist. This role is responsible for creating and delivering digital solutions for wealth and investment clients, managing vendor partnerships, and advocating for improvements in digital client experiences.
BankingFinanceFinancial Services
Responsibilities
Applies knowledge and expertise to develop a strategic vision and associated action plans delivering against it 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
Qualification
Required
Bachelor's degree
Seven years of experience in the digital (web/mobile), eCommerce or eBusiness
Three years of experience in leading cross-functional teams (indirectly or directly)
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
Preferred
Three years of experience in financial services industry
Five years of product management or sales experience
Advanced degree (e.g., MBA) and relevant professional designations (e.g., CFP)
Technology/software product development project team experience
Experience with processes and tools supporting Agile methodologies
CFP/CFA
Experience with eMoney or MoneyGuide Wealth Studios
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 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