Wealth Omni Digital Senior Strategist at Truist

Truist Wealth Omni Digital Senior Strategist

The Truist Wealth Omni Digital Senior Strategist partners across enterprise digital, technology, operations, data and analytics, compliance, support, marketing and vendor teams to advance connected, cross-channel digital experiences for Truist Wealth and investment clients, advisors and teammates. This role defines strategic vision for its area of focus, using client and teammate insights, adoption data, AI-enabled intelligence and automation opportunities to improve experience consistency, reduce friction and increase teammate productivity across web, mobile, advisor, branch and service channels. The Wealth Omni Digital Senior Strategist drives roadmap prioritization, vendor alignment, business readiness and measurable adoption of digital and AI-enabled capabilities while balancing business value, risk, compliance and operational controls. This role requires strong understanding of digital product functionality, cross-channel servicing journeys, AI automation, workflow optimization, competitive trends and the practical resolution of complex client, product and technology issues.

Essential Duties and Responsibilities

• Develop strategic vision and action plans for Wealth experiences, including digital capabilities, automation opportunities and workflow optimization, in partnership with vendors and internal digital and business teams.
• Define and communicate the digital wealth or investment client strategy using data-driven, AI-assisted and automation insights to identify and prioritize opportunities.
• Manage digital vendor partner relationships and provide input into product roadmaps, including AI-enabled capabilities, automation enhancements and integration opportunities that meet client and teammate needs.
• Collaborate with stakeholders and business partners to translate how capabilities and solutions can improve the client and teammate experience while adding business value
• Ensures consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel interactions
• Collaborate with business leaders to recommend, select and prioritize product features, implementation approaches, vendors, AI-enabled tools, automation opportunities and supporting processes.
• Triage, troubleshoot, and resolve a range of product, client and technology issues
• Contribute to the continuous development of products and solutions through research, user testing, quality assurance, AI/automation use case evaluation and vendor relationship management.
• Analyze metrics, adoption trends, automation performance and AI-enabled insights; prepare briefs, presentations and status reports for key stakeholders.
• Conduct industry research and competitive analyses on digital wealth, AI, automation and servicing capabilities; use findings to recommend product, experience or marketing enhancements.
• Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and call center teammates to prepare sales scripts, manage sales processes, optimize sales opportunities, carry out follow up activities, and ensure business readiness for enhancements / changes to client facing digital experiences
• Partner with data, technology, risk and compliance teams to evaluate responsible AI and automation opportunities, including controls, governance, measurement, adoption planning and business readiness.

Qualifications

Required Qualifications:

1. Bachelor's degree2. Seven years of experience in the digital (web/mobile), eCommerce or eBusiness3. Three years of experience in leading cross-functional teams (indirectly or directly) 4. Ability to solve problems by analyzing possible solutions using experience, judgment and precedents.5. Ability to communicate complex information simply6. Experience participating in technology initiatives. Strong problem-solving and partnership skills7. Multitasker, works well under pressure and meets tight deadlines8. Execution-oriented, and able to complete tasks independently but also is a good team player9. Excellent presentation skills and comfort presenting concepts and ideas clearly10. Comfort managing concurrent projects in a fast-paced, results-driven environment11. Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues

Preferred Qualifications:1. Three years of experience in financial services industry2. Five years of product management or sales experience3. Advanced degree (e.g., MBA) and relevant professional designations (e.g., CFP)4. Technology/software product development project team experience, including exposure to AI, automation or analytics-enabled product capabilities.5. Experience with processes and tools supporting Agile methodologies

6. Working knowledge of AI, automation, data-driven decision-making and responsible technology practices, including the ability to translate emerging capabilities into business value, risk considerations and adoption plans.

7. Experience identifying, piloting or scaling AI, generative AI, robotic process automation, workflow automation or analytics-enabled capabilities.

8. Experience participating in technology initiatives, including digital platforms, AI-enabled tools, automation or workflow improvement efforts.

9. Strong problem-solving and partnership skills.