
location_on601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States
This position serves as a strategic partner within the Wealth division, providing analytical and administrative support for divisional, group, and team projects. As a subject-matter expert for various bank and Wealth systems, products, and services, you will drive process improvements and contribute meaningful insights to strategic planning initiatives. The role blends high-level reporting and competitive analysis with the day-to-day coordination of meetings, training, and marketing materials to ensure seamless execution of departmental goals.
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Truist is an Equal Opportunity Employer. We do not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classifications protected by law. We are also a Drug Free Workplace committed to maintaining a safe and inclusive environment for all teammates.
Work model: On-site
601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States
Charlotte, North Carolina
Master's degree in Marketing or Business Administration. Graduate of an enterprise sponsored Leadership Development Program. Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments. Knowledge of Operational Procedures and systems. Knowledge of SAS or statistical software. Familiarity with training and continuing education requirements for professional credentials such as FINRA licensing (Series 7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor.