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Wealth Client Experience Analyst

2 months ago

Richmond, United States Truist Financial 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:

Develop, manage, and implement the emerging capabilities in the wealth management industry to drive client acquisition, client retention and increased revenue and profitability. Focus on supporting the HNW and Ultra High Net Worth segments and capabilities with specific contribution in the following areas: digital advice delivery, diverse client strategy, competitive intelligence, education, and entertainment programming for wealth clients.

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.
  • Support the development and execution of the value propositions for each client segment and capability; address personal and financial dilemmas and opportunities associated with defined client cohorts.
  • Conduct research on competitive advantages and collaborate with subject matter experts (SME) and sales leadership to establish differentiated operating models, advice and solutions.
  • Create a unique but consistent voice by designing effective and adaptable communications, facilitate message integration into overall client experience program, and analyze client feedback to continually drive innovation and competitive advantage of the offering.
  • Leverage client engagement feedback to refine overall segment strategy, value proposition, solutions line up, sales and service model to improve satisfaction
  • Partner with other lines of business (RCB, CCB, etc) and enterprise teams (Marketing, Legal, Compliance, Risk, Product Management) to ensure a graduated client experience into wealth and comprehensive offerings for products, solutions, and services
  • Liaise between data, technology, risk management, compliance, legal, sales and service teams to effectively leverage client information to ensure a consistent, high touch, and innovative client experience.
  • Partner with these teams to build programmatic approaches to track segment growth, profitability, areas of success and opportunities.
  • Responsible for identifying areas of risk and minimizing those risks through constant evaluations of policies and procedures working closely with the compliance and legal teams.
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 business discipline
  • Executive communication skills, including research and presentation development
  • Strategic planning and project management experience
  • Ability to work in matrix environment with multiple stakeholders
  • Demonstrate proficiency in Excel, PowerPoint, Problem Solving and basic office software products
  • Have ability to independently research and develop comprehensive competitive advantage analysis
  • 7 years of experience in financial services, banking or wealth management
  • Advanced degree or certification (MBA, CFA, PhD, or other financial services designations)
  • Demonstrated proficiency with CRM, Excel, Sharepoint and PowerPoint


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.

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