Head of Wealth Strategic Partnerships

1 month ago

Richmond, United States Truist Bank Full time

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**Regular or Temporary**:
Regular

**Language Fluency**:English (required)

**Work Shift**:
1st shift (United States of America)

**Please review the following job description**:
Responsible for creating and leading the strategic direction and execution of Wealth’s strategic vendor partnerships and driving the transformation and continuous improvement of the Wealth platform ecosystem, delivery functions, and issues remediation.

**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.

1. Defines and drives the strategic direction and execution for Wealth’s strategic partnerships and the broader technology and vendor ecosystem utilized by Wealth.
2. Interfaces with Wealth’s senior leadership team to develop platform modernization plans in alignment with Wealth’s strategic direction and utilize Wealth’s strategic vendors to execute against the Wealth platform strategy.
3. Establish and manage a governance structure that facilitates communication of changes within the Truist ecosystem to and from outsourced functions, measures appropriate business performance indicators (integrating both outsourced and retained Wealth functions), manages transition of services, escalates, and resolves challenges that may arise in delivery of services, and partners with appropriate teams to monitor, escalate and resolve risk issues relating to Wealth’s strategic vendors.
4. Drive transformation and continuous improvement across Wealth through additional outsourcing opportunities, full utilization of vendor tools, ongoing prioritization of investment dollars.
5. Partners with Wealth’s senior leadership team to re-define Wealth’s retained functions to operate within the managed services model including monitoring vendor performance, identifying pain points within the services provided, and capabilities needed by the business to drive future state delivery, including solutioning for identified business or regulatory issues.
6. Ensures full utilization of vendors evolving capabilities, drives adoption of tools/digital capabilities to maximize the full value of Wealth’s strategic vendors.

**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.

1. Bachelor’s Degree in a relevant field, or an equivalent combination of education and work experience.
2. A minimum of 15 years of experience in Financial Services.
3. Complex stakeholder management experience across functions and areas of the business. Strong influencing skills to influence a range of internal and external, technical and non-technical stakeholders.
4. Strong leadership and talent management skills with ability to work with a diverse workforce and drive results through collaborative partnerships.
5. A bias for action, innovation and experience leading through change.
6. Proven leadership in the implementation of complex projects, issue resolution, communication, interpersonal and negotiation skills. The ability to communicate with and influence others, conduct difficult negotiations and manage to stringent timelines for project deliverables.
7. Ability to travel internationally.
**Preferred Qualifications**:
1. Advance university degree in relevant field of work.
2. FINRA series 7, 66 or 65, and 24.
3. Experience with financial measurements, metrics and analytics.
4. Prior experience with global process management and workforce management to include either building offshore teams and/or managing global teams in direct or matrixed environment.
5. Project Management Professional (PMP) Certification

**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 ava

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