Job Description

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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 the strategic management, development, governance, and execution of advisory investment products and platforms. Partners across Wealth leadership, Investments, Risk, Compliance, Operations, Technology, and external vendors to deliver product enhancements, support business growth objectives, and maintain a competitive advisory offering. Serves as the business owner for assigned advisory products and initiatives, overseeing product strategy, platform evolution, risk and governance processes, advisor engagement, and vendor relationships. Identifies opportunities to enhance the advisor and client experience through product innovation, operational improvements, and platform capabilities designed to drive adoption, asset growth, and overall business results. Develops and executes product roadmaps aligned with organizational priorities and market trends, collaborating with internal and external stakeholders to evaluate, prioritize, and implement enhancements. Provides ongoing oversight of product performance, utilization, and competitive positioning while supporting advisor education, recruiting initiatives, and field engagement efforts.

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. Lead the development and execution of the strategic roadmap for Wealth Advisory platforms, ensuring alignment with enterprise objectives, advisor needs, and evolving client expectations.
2. Serve as the business owner for major platform transformation initiatives, including advisor recruiting transitions, client asset conversions, platform migrations, and implementation of new advisory capabilities.
3. Direct complex cross-functional projects from concept through execution, partnering with Technology, Operations, Risk, Compliance, Legal, Supervision, and third-party vendors to achieve business objectives.
4. Identify and evaluate opportunities to enhance platform capabilities, increase client engagement, and support business growth.
5. Partner with platform providers and strategic vendors to influence product direction, advocate for business requirements, and drive delivery of enhancements that support the advisory business.

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 or equivalent education, training or work-related experience
2. Minimum 10 years of wealth management experience
3. Management responsibilities and prior experience
4. Strong oral and written communication skills
5. Demonstrated proficiency in basic computer applications, such as the Microsoft Office suite

Preferred Qualifications:
1. FINRA Registrations 7 and 66 or equivalent

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 is an Equal Opportunity Employer that does not discriminate 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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