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Wealth Client Experience Strategist

2 months ago

Richmond, Virginia, United States Truist Inc Full time
Job Summary

We are seeking a highly skilled Wealth Client Experience Analyst to join our team at Truist Inc. This role will play a critical part in driving client acquisition, retention, and revenue growth in the wealth management industry.

Key Responsibilities
  • Develop and implement emerging capabilities to drive client growth and revenue
  • Support the development of value propositions for client segments and capabilities
  • Conduct research on competitive advantages and collaborate with subject matter experts to establish differentiated operating models
  • Create effective communications and facilitate message integration into the client experience program
  • Partner with cross-functional teams to ensure a consistent and innovative client experience
Requirements
  • 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 a matrix environment with multiple stakeholders
  • 7 years of experience in financial services, banking, or wealth management
  • Advanced degree or certification (MBA, CFA, PhD, or other financial services designations)
Benefits

Truist offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive paid time off, sick leave, and holidays.

Truist is an Equal Opportunity Employer and does not discriminate against individuals on the basis of race, gender, color, religion, citizenship, national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.