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Wealth Enterprise Partnerships Specialist
2 months ago
We are seeking a highly skilled and experienced professional to join our team as a Wealth Enterprise Partnerships Specialist. In this role, you will be responsible for designing and supporting client experience and loyalty initiatives, analyzing client and advisor feedback, and consulting with sales and service leaders to create plans to address gaps and amplify successes.
Key Responsibilities- Client Experience and Loyalty Initiatives
- Design and implement client experience and loyalty initiatives to drive business growth and customer satisfaction.
- Analyze client and advisor feedback to identify areas for improvement and develop strategies to address them.
- Business Analysis and Research
- Conduct complex business analysis and research to identify trends and opportunities for growth.
- Develop and implement plans to address gaps and amplify successes in client experience and loyalty initiatives.
- Stakeholder Engagement
- Interact with key stakeholders and partners across multiple channels to drive optimal outcomes.
- Leverage client and advisor feedback mechanisms to define experiences and implement process improvements.
- Process Improvement
- Map key processes and procedures requiring expert business knowledge.
- Improve and augment Truist Wealth approach to create and champion industry-leading experiences across business units.
- Education and Experience
- Bachelor's degree and work-related experience.
- Skills and Qualifications
- Expert analysis abilities and excellent communication, storytelling, and presentation skills.
- Demonstrated proficiency in computer applications, including all Microsoft Office software products.
- Preferred Qualifications
- Supplemental education or certifications (MBA, PMP, etc.).
- Supplemental computer knowledge (Access, MS Project).
- 10+ years in financial services, wealth management knowledge preferred.
Truist offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. 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.
Equal Employment OpportunityTruist 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.
