Current jobs related to Wealth Data - Charlotte, North Carolina - Truist


  • Charlotte, North Carolina, United States TalentBridge Full time

    Administrative Analyst - Wealth Management SupportWe're seeking a detail-oriented and analytical Administrative Analyst to join our wealth management team. As a key member of our team, you'll play a critical role in financial data management, process improvement, and operational support.Key Responsibilities:Data Management & Analysis: Gather, organize, and...


  • Charlotte, North Carolina, United States TalentBridge Full time

    Job Title: Administrative Analyst - Wealth ManagementWe are seeking a highly organized and analytical Administrative Analyst to join our wealth management team. As a key member of our team, you will be responsible for providing critical support behind the scenes, ensuring the smooth running of the firm, and playing a key role in financial data management and...


  • Charlotte, North Carolina, United States TalentBridge Full time

    Job SummaryTalentBridge is seeking a highly organized and analytical Administrative Analyst to join our wealth management team. As an Administrative Analyst, you will play a critical role in supporting the smooth operation of our firm, while utilizing your analytical skills to drive process improvement and data management.Key ResponsibilitiesData Management...


  • Charlotte, North Carolina, United States TalentBridge Full time

    Job SummaryTalentBridge is seeking a highly organized and analytical Administrative Analyst to join our wealth management team. As a key member of our team, you will be responsible for providing critical support behind the scenes, handling complex financial data, client documentation, and operational support.Key ResponsibilitiesData Management & Analysis:...


  • Charlotte, North Carolina, United States TalentBridge Full time

    About the RoleWe are seeking a highly organized and analytical Administrative Analyst to join our wealth management team at TalentBridge. This role is perfect for someone who prefers working independently and excels in handling complex financial data, client documentation, and operational support.Key ResponsibilitiesData Management & Analysis: Gather,...

  • Tax Specialist

    1 week ago


    Charlotte, North Carolina, United States Modera Wealth Management Full time

    About Modera Wealth ManagementModera Wealth Management is an independent, fee-only firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team is committed to making a lasting positive impact on the lives of our clients through our comprehensive approach.Job SummaryWe are seeking a highly skilled...


  • Charlotte, North Carolina, United States NTT DATA Full time

    About the RoleWe are seeking a highly experienced Strategic Financial Services Leader to join our team at NTT DATA. As a key member of our client-facing team, you will be responsible for delivering value to our clients and helping them meet their business objectives.About the Client BaseOur client base spans strategic financial services institutions,...


  • Charlotte, North Carolina, United States Choreo Full time

    About the RoleAt Choreo, we are passionate about delivering exceptional client experiences and driving business growth through our team's expertise and dedication. As a Client Service Associate, you will play a vital role in supporting our Wealth Management team in delivering top-notch service to our high-net-worth clients and business owners.Key...


  • Charlotte, North Carolina, United States Randstad Full time

    Job Title: Technical Data AnalystWe are seeking a highly skilled Technical Data Analyst to join our team at Randstad Digital. As a Technical Data Analyst, you will play a critical role in supporting the Product Owner/Scrum team to deliver product features based on business priorities.Key Responsibilities:Facilitate data/technical design sessions to...


  • Charlotte, North Carolina, United States Cognizant Full time

    Job Summary We are seeking a highly skilled Senior Project Manager with 12 to 15 years of experience to lead complex projects in AWS Glue, AWS Services, and Python. The ideal candidate will have extensive experience in Asset and Wealth Management, with a strong track record of delivering projects on time and within budget. Key Responsibilities Lead and...


  • Charlotte, North Carolina, United States WELLS FARGO BANK Full time

    About this RoleWells Fargo is seeking a Senior Lead GenAI Data Scientist to join our Consumer Model Development CoE. This role is pivotal in leading the development and implementation of cutting-edge Generative AI (GenAI) and Natural Language Processing (NLP) solutions within the Consumer LOB's - Banking, Lending, and WIM divisions.Key ResponsibilitiesLead...


  • Charlotte, North Carolina, United States WELLS FARGO BANK Full time

    About this RoleWe are seeking a highly skilled Lead Data Scientist to join our team at Wells Fargo Bank. As a key member of our Consumer Model Development CoE, you will play a pivotal role in leading the development and implementation of cutting-edge Generative AI (GenAI) and Natural Language Processing (NLP) solutions within our Consumer LOB's - Banking,...


  • Charlotte, North Carolina, United States WELLS FARGO BANK Full time

    About this RoleWe are seeking a highly skilled Lead Data Scientist for Generative AI Solutions to join our team at Wells Fargo Bank. As a key member of our Consumer Model Development CoE, you will play a pivotal role in leading the development and implementation of cutting-edge Generative AI (GenAI) and Natural Language Processing (NLP) solutions within our...


  • Charlotte, North Carolina, United States Truist Inc Full time

    Job DescriptionJob Summary:The Director of Client Experience and Relationship Management will be responsible for developing and delivering differentiated value propositions to client segments served by Truist Wealth, driving competitive advantage. This role will focus on designing and executing client loyalty initiatives, developing the Truist Wealth client...


  • Charlotte, North Carolina, United States Cognizant Full time

    Job SummaryWe are seeking a highly skilled Senior Project Manager with 12 to 15 years of experience to lead complex projects and contribute to our company's strategic goals.Key ResponsibilitiesOversee project planning, scheduling, and resource allocation to ensure timely delivery.Provide technical guidance and support to project teams leveraging expertise in...


  • Charlotte, North Carolina, United States The Dignify Solutions LLC Full time

    Business Opportunities We are seeking a highly skilled Business Analyst to join our team at The Dignify Solutions LLC. As a Business Analyst, you will play a critical role in driving business growth and success by analyzing business needs and developing solutions to meet those needs. Responsibilities * Collaborate with product owners, stakeholders, and...


  • Charlotte, North Carolina, United States The Pelora Group Full time

    We are looking for a knowledgeable financial consultant to guide our clients in crafting and executing plans to meet their financial aspirations. The ideal candidate should possess a Bachelor's degree in finance or business, a solid history of fostering successful and enduring advisory relationships, along with outstanding communication abilities. Key...


  • Charlotte, North Carolina, United States The Pelora Group Full time

    Job OverviewWe are looking for a skilled financial consultant to support our clients in crafting and executing strategies that align with their financial aspirations. The successful candidate will possess a Bachelor's degree in finance or business, a solid history of fostering enduring advisory relationships, and outstanding communication...


  • Charlotte, North Carolina, United States U.S. Bancorp Full time

    **About the Role**As a Credit Risk Review Officer at U.S. Bancorp, you will partner with Commercial Real Estate and Business Banking & Wealth Management professionals to create, implement, maintain, review, or oversee effective risk management strategies.**Key Responsibilities**Collaborate with Risk/Compliance/Audit (RCA) professionals and RCA Managers to...


  • Charlotte, North Carolina, United States Truist Full time

    Job DescriptionAbout the RoleThis is a leadership position that will focus on developing and delivering value propositions to client segments served by Truist Wealth, driving competitive advantage. The role will involve designing and executing client loyalty initiatives, developing the Truist Wealth client experience, and leading a team to align wealth...

Wealth Data

3 months ago


Charlotte, North Carolina, United States Truist Full time
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.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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:

Reporting to the Data & Analytics Manager, the Data Scientist is accountable for providing data analytics to Truist Wealth, across the full suite of products and client experience. While working with Sr. Data Scientist and the Data Scientist Team Leader the primary focus areas include portfolio, scenario, and strategic analysis, and ad-hoc Executive analytics. Other focus areas include marketing campaign response, evaluating success of strategic initiatives, account acquisition and management, delinquency and default, overall portfolio asset quality, and portfolio acquisitions and divestitures.

Please Note: This role can be based in Charlotte or Atlanta.

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.
  • Translate business opportunities into data science problems by defining project scope and performance metrics to measure success
  • Perform sophisticated data analytics (encompassing data mining, inferential statistical analysis, and predictive analytics, for example) utilizing internal and external data
  • Work with Sr. Data Scientist and Data Scientist Team Leader to identify actionable insights that measurably improve business outcomes or reduces business risk through complex analysis that results in successfully presenting findings to key stakeholder
  • Work with Sr. Data Scientist and Data Scientist Team Leader to story tell with data by creating clear, concise, and relevant presentations that leverage data visualization tools to highlight and communicate opportunity to business stakeholders
  • Collect and prepare data for reporting, analysis, and ad hoc request which encompasses exploratory to advanced predictive and/or modeling analytics to identify data relationships, patterns, and trends.
  • Collaborate and partner with teammates in Wealth Data and Analytics, EDO, Technology, and other business specific D&A teams to build best in class approaches to solve business and analytical problems, share best practices, and cross pollinate data knowledge
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 a quantitative field related Mathematics, Statistics, Econometrics, Actuarial Science, Computer science, Engineering, or finance
  • 3-5 years of relevant financial services, data & analytics experience, and experience developing statistics and machine learning models
  • Strong verbal and written communication skills.
  • Ability to communicate technical details at a level appropriate for the audience Attention to detail and a sense of ownership for deliverables.
  • Ability to perform and deliver under very demanding and/or ambiguous situations Moderate reporting and automation experience leveraging BI and analytics applications
  • Demonstrated problem solving skills and proven ability to perform and deliver under very demanding and/or ambiguous situations
  • Demonstrated technical proficiency in one or more of the following languages SAS (base, enterprise guide or enterprise miner) and/or R/Python while working on projects to Probability and Statistics, Finance (financial ratios, interest rates, yield curve), or data mining.
  • Hands-on experience working with large databases and deep understanding of one or many of the following: Decision trees, Linear and Nonlinear regressions, neural nets, ensembles, Market Basket analysis, Time series forecasting, deep learning, text mining and various model assessment & performance metrics
Preferred Qualifications:
  • Master's degree in business and/or a quantitative field related Mathematics, Statistics, Econometrics, Actuarial Science, Computer science, or Engineering
  • Experience with big data technology (Hadoop, Hive, Spark, etc.) and data processing pipeline.
  • Back ground within Wealth Management
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. 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify