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Technology Strategic Advisor jobs at Truist in United States, Atlanta

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Atlanta
8 jobs found
31.08.2025
T

Truist Wholesale Strategic Execution Analyst United States, Georgia, Atlanta

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Develop, own, and execute against a standard process to track market trends and the competitive environment to inform strategic planning; produce relevant summaries when applicable. Own and facilitate the gathering...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)


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.

• Develop, own, and execute against a standard process to track market trends and the competitive environment to inform strategic planning; produce relevant summaries when applicable.
• Own and facilitate the gathering of content for monthly business reviews to accurately capture financial performance, sales effectiveness, talent management, and progress against strategic priorities; will involve working with finance and business partners to ensure content is relevant and accurate
• Assist in the execution and project management of top priority initiatives within Global Asset Finance to include defining logistics and approaches needed to operationalize business strategies, maintaining thorough project plans, and ensuring all participants are organized and aligned on execution plans; requires the ability to be a meaningful contributor to complex, cross-functional initiatives that accelerate performance and results
• Understand strategic business goals, identify what data points are needed to inform how to achieve business goals (e.g., benchmarks, industry trends, internal operating and financial data), then gather and synthesize data to inform decision making and measure results.


QUALIFICATIONS


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.

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.


• Strong academic credentials – college degree or equivalent education and related training or experience
• 2-5 years of experience within consulting, business management, or financial services organization
• Ability to present data and business considerations in a structured manner.
• Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
• Demonstrated understanding of business and technology organization, resources, priorities, needs and policies.


Preferred Qualifications:


• Background in financial services / banking industry
• Project Management and/or Business Analyst experience
• Strong analytical skills with high attention to detail and accuracy
• Ability to summarize complex, detailed analysis into executive-level summarize
• Ability to lead by influence (relationship building).
• MBA preferred

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20.08.2025
T

Truist Wealth Advisor Associate United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :Responsible for working with two or more Wealth Advisors to enable the delivery of advice and solutions to...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:
Responsible for working with two or more Wealth Advisors to enable the delivery of advice and solutions to high net worth clients, identify new prospects, and develop new business. Client assets under management range from $1M+, $5MM+, and $20MM+ and include some of the most complex relationships within Truist.

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.
5. Continuously acts as a culture champion that is aligned with Truist’ s Purpose, Mission and Values
8. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance
9. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships and business practices
10. Using sound judgment on expense and operational efficiency
11. Participate and complete in all required in-person, on-line and virtual training sessions.
12. It is the expectation that individuals in this role will progress to a Wealth Advisor role, managing a book of business, after 18 to 24 successful months as a Wealth Advisor Associate.

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 required with an overall minimum 3.0 GPA
2. Great networking business development and relationship building skills
3. Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented
4. Excellent verbal, written and presentation skills
5. Must successfully obtain and maintain the following licenses during the first 130 days of the program: SIE, Series 7, 63, 65, Life, Health, Variable
6. FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Candidates will have 60 days from their start date to transfer, or 100 days from their start date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed
7. Ability to thrive and actively participate on a team
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
9. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:
1. Bachelor's Degree in Business, Finance or Economics

The annual base salary for this position is 112,000 - $140,000.

Additional incentive pay is available for this position.

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01.07.2025
T

Truist Wholesale Credit Delivery Strategic Execution Lead United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Regular or Temporary:English (Required)1st shift (United States of America)Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)


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. Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.

2. Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
3. Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
4. Build in and maintain security controls and monitoring in support of company standards.
5. Typically lead moderately complex projects and participate in larger, more complex initiatives.
6. Solve complex technical and operational problems. Act as a resource for teammates with less experience
7. May oversee the work of a small team.
8. In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner.


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 and four to seven years of experience or equivalent education and software engineering training or experience
2. In-depth knowledge in information systems and ability to identify, apply, and implement IT best practices
3. Understanding of key business processes and competitive strategies related to the IT function
4. Ability to plan and manage projects and solve complex problems by applying best practices
5. Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information


Preferred Qualifications:

1. College degree in Computer Science, math or related field of study1. Bachelor’s degree in computer science, computer engineering or related degree and eight years of experience or an equivalent combination of education and work experience

2. Knowledge of specific applications, technology platforms, programming languages, systems, or business segments

3. Banking or financial services experience. Knowledge of one or more of the following: Solid foundation in data structures, algorithms, and software design with strong analytical and debugging skills

4. Professional experience building high-quality apps or services from the ground up and scaling at an enterprise level

5. Experience with Mainframe technologies, such as JCL, COBOL, VSAM, DB2, SAS, SORT, REXX, IAM

6. Solid knowledge of relational database design and development (SQL, stored procedures, data modeling)

7. Experience with messaging systems (i.e., MQ)


Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

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14.05.2025
T

Truist Legal Wealth Advisor II Houston Dallas United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Regular or Temporary:English (Required)1st shift (United States of America)Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)


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. Direct the engineering and deployment of significant delivery projects in accordance with specified technical requirements, schedules and budgets, including Agile methodologies.
2. Oversee the planning, design, engineering, testing and deployment of application projects in conjunction with a variety of resources, which may include Waterfall or Agile approaches.4. Apply an in-depth understanding of systems engineering and administration and understanding of other IT disciplines in guiding and coaching team members.
5. Adapt plans to meet service and/or operational challenges. Identifies and resolves technical, operational, risk management, and organizational challenges.
6. Maintain appropriate Risk Profile through owning the first line of Risk defense, proactively identifying risks, and implementing the necessary mitigations where warranted. Partner effectively with 2nd line of defense, Auditor, and regulators to ensure Risk is identified and mitigated appropriately.

7. Maintain architectural and design documents as well as interacting with architects across the enterprise to ensure that the system solutions are well designed, meet policy, and are well documented.
8. May play lead role or technical consultant role in large or complex projects or initiatives.
9. Has full management responsibilities for teammates: hiring, disciplinary, coaching, terminating, performance reviews.


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 and equivalent combination of advanced education and experience, which could include any combination of8 years of experience in IT software engineering, 5 years’ relevant business experience (i.e. making technical-related decisions on the business side), 5 years’ experience in project management, and at least 2 years of management experience

2. Broad and in-depth knowledge of technology trends, application architecture and solution design, competitive environment, regulatory requirements and trends, and IT strategies employed to continually meet the demands of clients and regulators
3. Ability to translate enterprise level strategic planning information into software and data management needs, create business plans, and turn them into effective business solutions
4. Executive level communications skills, including, strongnegotiation/facilitation/presentationskills and experience negotiating with vendors for relevant products and services
5. Ability to lead projects of significant complexity and risk exposure, particularly with enterprise-wide implications
6. Ability to exercise judgment in solving technical, operational, and organizational challenges in the context of complex business objectives and priorities
7. Ability to lead and manage the performance of multiple teams against a set of financial and operational objectives


1. Understanding of multiple approaches to SWE
2. Full understanding of Agile methodology
3. Experience leading teams in an Agile organization, particularly those practicing DevSecOps, and/or are in transition from traditional waterfall approach to Agile approach
4. Banking or financial services experience
5. Bachelor’s degree and twelve years of experience in software development, including five years of management experience


Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

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08.05.2025
T

Truist Wealth Advisor III - Atlanta United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Regular or Temporary:English (Required)1st shift (United States of America)Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.
* Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients
* Self-acquires new business by being active and well connected in the community
* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.
* Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.
* Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
* Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
* Thrives in a team based approach to deliver the full suite of Truist Wealth solutions.
* Team and peer group role model for other Wealth Advisors and Wealth Associates
* Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
* Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team
* Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
* Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships.
* Using sound judgment on expense and operational efficiency

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.
* Bachelor's Degree Required
* FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed
* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace
* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
* Advanced and proven working knowledge of deposit, credit and investment products
* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful
* Ability to thrive and be an active participate on a team
* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:*CFP preferred orCTFA, CFA, CPA, JD orMBA
* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA
* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients
* Graduate of a leadership or management development program (Such as LDP, Banking School)

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07.05.2025
T

Truist Product Owner- Agile - Enterprise Payments & Wholesale Techn... United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Regular or Temporary:English (Required)1st shift (United States of America)Taking a holistic perspective, this position is responsible for delivering the experience across all related pieces within their assigned area of responsibility.Following...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)Taking a holistic perspective, this position is responsible for delivering the experience across all related pieces within their assigned area of responsibility.


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 their delivery team’s priorities in PI planning, sprint planning, and other agile ceremonies; aligned to larger experience platform priorities and vision defined by product management.
2. Align with product managers to clearly articulate product strategy to the delivery team.
3. Deliver new experiences by working directly with delivery, experience design, business, and operations partners to design new products and improvements to existing capabilities.
4. Author and maintain the team’s backlog of user stories and serve as a subject matter expert on features, user stories, and product capabilities.
5. Perform triage on critical issues and communicate consistently and clearly with all concerned parties.
6. Serve as key resource to development team to answer questions, provide clarifications, and conduct and coordinate business validation, focusing on fitness for use.
7. Update leadership on the epic and feature delivery schedule, including dependencies impacting deliverables, along with recommended solutions.
8. Partner with solution architects and other technical leads to ensure their solutions effectively address program priorities while balancing client experience and technical integrity.
9. Facilitate sprint planning with stakeholder groups to drive alignment and visibility for which features will be built when, and to ensure overall adherence to the product roadmap and enterprise strategic themes.
10. Facilitate sprint demos and provide final acceptance for completed user stories in sprint demos; ensuring that the story meets acceptance criteria and otherwise meets its definition of done.
11. Co-ordinate the creation of release-specific business documents, such as support model definitions, go/no-go approvals, internal release notes, and release-related living documents.
12. Risk management: Ensure all Product Management Lifecycle (PML) process & procedures are followed, supporting security, risk, audit, and more, and ensure action items and deadlines are met. Partner with product manager on evidence to support recommendations.


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. Bachelors’ degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience
2. Five or more years of banking, financial services, digital, or other relevant work experience
3. Three or more years of product, analysis, technology, and/or design experience
4. Three or more years of leading cross functional teams
5. Experience defining and delivering digital business initiatives to execute on a product roadmap
6. Demonstrated technical acumen and an ability to work with the technology organization to align product and technology roadmaps
7. Ability to translate strategic plans into tactical daily actions for execution
8. Ability to lead cross-functional teams without formal authority
9. Comfortable managing concurrent projects in a fast-based, results-driven environment
10. Comfortable with ambiguity, leading work autonomously, and making independent decisions
11. Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues
12. Excellent skills in presentation, facilitation, communication, and negotiation


1. Previous experience working as a Product Owner for Agile team(s)
2. Experience working with distributed teams (onshore/offshore)
3. Certified SAFe® Product Owner/Product Manager (or equivalent)

4. Experience with working with multiple applications within a platform

5. Experience with API technologies Experience working Cross Teams

6. Experience supporting Trust or Fiduciary Wealth lines of business


Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need

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15.04.2025
T

Truist Technology Strategic Advisor United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Regular or Temporary:English (Required)1st shift (United States of America)Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)


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. Collaborate with business stakeholders, product owners, and technology teams to gather, document, and analyze business requirements, processes, and goals.

2. Conduct gap analysis and define current and future state business workflows to support strategic initiatives and enterprise transformation efforts.

3. Translate business needs into functional specifications, use cases, user stories, and acceptance criteria.

5. Support technology and operational projects across various domains, including digital banking, core banking modernization, and data initiatives.

6. Participate in solution design sessions to ensure proposed systems and features meet business requirements and align with enterprise standards.

7. Lead or support user acceptance testing (UAT), including test planning, scenario development, and defect tracking.

9. Foster continuous improvement by identifying and recommending process optimization opportunities.

10. Communicate effectively with all levels of the organization, presenting analysis findings and recommendations in a clear and actionable manner.


1. Bachelor's degree in Business, Management, or Management Information Systems-related field, or equivalent education and related training
2. Seven to ten years of progressively responsible leadership experience in technology; ten years of experience in technology strategy and/or architectural domains
3. Comprehensive experience with various architectural domains such as application, data, infrastructure, security and integration
4. Broad understanding of technology and architectural concepts
5. Ability to interact effectively with Executive Management
6. Strong interpersonal, collaboration and communication skills
7. Ability to think and act strategically
8. Substantial experience as a senior-level negotiator for contract/vendor management
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products


1. Master's degree in Business or IT

2. Banking or financial services experience

3. Experience with dashboard and data visualizations tools (e.g., Power BI, Tableau)

5. Understanding of KPIs and metrics reporting through dashboards to monitor business performance.

Please note: candidate must be located in *or* willing to self-relocate to Atlanta, GA.**Truist ‘in office’ requirement is 4 days per week. No full remote or relocation assistance available at this time**


Up to 25 lbs.Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Develop, own, and execute against a standard process to track market trends and the competitive environment to inform strategic planning; produce relevant summaries when applicable. Own and facilitate the gathering...
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)


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.

• Develop, own, and execute against a standard process to track market trends and the competitive environment to inform strategic planning; produce relevant summaries when applicable.
• Own and facilitate the gathering of content for monthly business reviews to accurately capture financial performance, sales effectiveness, talent management, and progress against strategic priorities; will involve working with finance and business partners to ensure content is relevant and accurate
• Assist in the execution and project management of top priority initiatives within Global Asset Finance to include defining logistics and approaches needed to operationalize business strategies, maintaining thorough project plans, and ensuring all participants are organized and aligned on execution plans; requires the ability to be a meaningful contributor to complex, cross-functional initiatives that accelerate performance and results
• Understand strategic business goals, identify what data points are needed to inform how to achieve business goals (e.g., benchmarks, industry trends, internal operating and financial data), then gather and synthesize data to inform decision making and measure results.


QUALIFICATIONS


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.

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.


• Strong academic credentials – college degree or equivalent education and related training or experience
• 2-5 years of experience within consulting, business management, or financial services organization
• Ability to present data and business considerations in a structured manner.
• Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
• Demonstrated understanding of business and technology organization, resources, priorities, needs and policies.


Preferred Qualifications:


• Background in financial services / banking industry
• Project Management and/or Business Analyst experience
• Strong analytical skills with high attention to detail and accuracy
• Ability to summarize complex, detailed analysis into executive-level summarize
• Ability to lead by influence (relationship building).
• MBA preferred

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