Wealth Operations Delivery Manager

Truist • Charlotte, NC • 2h ago

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

JOB SUMMARY

Provide leadership and direction to teams in order to ensure Truist Wealth is meeting client and organizational project objectives as well as ensuring timely and quality support to meet client first needs.

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.

Lead and develop teammates for continuous improvement in order to meet the growing needs of Truist Wealth Management as well as personal growth objectives.

Manage and prioritize delivery demands and align the team to best meet the strategic and tactical business requirements of Truist Wealth Management.

Ensure subject matter expertise and resources are prepared to meet day to day support needs; balancing priorities between support and project delivery objectives as needed.

Build knowledge and relationships with strategic business partners, both internal and external in order to not only meet business needs, but to proactively provide input and direction for ongoing process improvements for Truist Wealth Management.

Reduce the opportunities for losses and exposure by executing risk management processes and providing oversight of processes assigned to the team, while always keeping aware of potential risks and speaking up to ensure gaps are mitigated.

QUALIFICATIONS

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 or comparable business experience focused towards report query development, project management and computer sciences.

The ability to lead a team in a dynamic environment subject to the evolving demands of detailed project work.

A thorough understanding and demonstrated application of analytical principals as well as adept, creative problem solving abilities.

Strong oral and written communication skills.

Preferred Qualifications:

Broad Wealth Management (Trust and or Brokerage) business and application knowledge

General accounting and mathematical knowledge

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

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Truist

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