Wealth Strategist Iii jobs at Truist in United States, Charlotte

Regular or Temporary:

English (Required)

• Deliver highly complex solutions with significant system linkages, dependencies, associated risk.
• Lead and perform development efforts such as analysis, design, coding/creating, and testing.
• Oversee and participate in testing, implementation, maintenance, and escalated support of Truist's most complex solutions.
• Development includes but is not limited to customized coding, software integration, analysis, configuring solutions, or the use of tools pertinent to the area, project, or system to configure or generate a solution.
• Ensure adherence to company and industry standards. Provides technical consultation on extremely challenging or unusual situations.
• Write and run unit tests.
• Devise or modify procedures to solve complex problems considering computer equipment capacity and limitations, operating time, and form of desired results.
• Interpret internal/external business challenges and recommends best practices.
• Use sophisticated analytical thought to exercise judgment and identify innovative solutions.
• Mentor less experienced teammates to build technical expertise.
• Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and consulting 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 development and developing unit testing, and supporting integration and functional testing.
• Responsible for providing warranty support and providing knowledge transfer to production support.
• Develop code in accordance with the acceptance criteria established by the Product Owner.

Requirements

• Must have Bachelor's degree in Computer Science, Computer Engineering, Electrical/Electronics Engineering or related technical field
• Must have 6 years of progressive experience in software engineering or IT consulting positions performing the following:
o Data engineering, with a focus on ETL processes and integration.
o Working with Informatica PowerCenter for ETL development and data pipeline orchestration OR AWS Glue for building, automating and managing ETL pipelines in a cloud environment.
o Designing and developing data pipelines and data workflows for large-scale data systems.
o Developing data transformations, data loading mechanisms, and managing data integration at scale.
o Data warehousing, dimensional modeling and designing ETL architectures for large-scale data systems.
o Supporting Production apps to fix mission critical production issues, enhance the applications to implement additional features.
o Applying broad functional knowledge in requirement gathering, analysis, design, development, testing, implementation, and deployment of applications.
o Planning and managing projects and solving complex problems by applying best practice
o Providing direction and mentoring less experienced teammates.
o Proficiency in programming/scripting languages, including Python, Scala and SQL for ETL scripting and automation.
o Relational databases, including MySQL or Microsoft SQL Server
o Applying knowledge of data storage techniques.
o Working with GIT or other version control systems
o CI/CD pipeline tools for automated deployment of ETL processes.

• Position may be eligible to work in a hybrid remote model and is based out of and reports to Truist offices in Charlotte, NC. Applicants must be able to work onsite at Truist offices in Charlotte, NC at least 4 days per week.

Regular or Temporary:

English (Required)

• Act as an individual contributor supporting analytics projects and executing against the objectives of assigned business group. Using an interdisciplinary approach of leveraging concepts from business, applied statistics and math, operations research, information technology, process design and behavioral sciences, will work both independently and with internal teammates to produce analytic insights that help the Line of Business (LOB) make informed, data-driven decisions with an objective of driving quantifiable, optimized business results in support of company goals.
• Focus on high impact, visible analyses and initiatives across multiple business models, covering banking channels, segments, and products.
• Partner on target initiatives as assigned; work independently and with internal teammates to drive decision science projects leveraging quantitative analysis techniques, including machine learning, in pursuit of business optimization and impact.
• Pursue business outcomes valued through increased revenue and/or efficiency leveraging data-driven insights powered by analytics in support of enhanced decision-making. Focus on continuous improvement in decision science delivery and outcomes in pursuit of business optimization.
• Explore and apply tools to solve business challenges and deliver solutions that are timely, accurate, and repeatable.
• Exercise sound judgment, risk management, and foster a client centric culture throughout design, development, and deployment practices.
• Foster communication and partnership across multiple levels of the organization including engagement with LOB contributors and junior-level managers.

Requirements

• Must have a Bachelor’s degree in Data Science, Analytics, Computer Science, Information Systems, or related analytic field plus 7 years of progressive experience in data analyst or research positions performing/utilizing the following:
o Performing quantitative analysis and data analytics
o Statistical methods, including a broad understanding of classical statistics, probability theory, time-series, and primary statistical tests
o Data cleansing and preparation methodologies, including regex, filtering, indexing, interpolation, and outlier treatment.
o Data Analysis techniques, EDA, Data Visualization to effectively communicate to stakeholders, clarify requirements and make effective suggestions.
o Data Engineering to effectively extract, transform, load the data and for further model deployment, including model maintenance and operation.
o Natural Language Processing techniques
o Utilizing experience with: SQL, Teradata, Hadoop, SAS, Python, R, SAS E-Miner, Tableau, Oracle, Azure, Excel, PowerPoint, and Word.

• In the alternative, employer will accept a Master’s degree in Data Science, Analytics, Computer Science, Information Systems, or related analytic field plus 5 years of experience in data analyst or research positions performing/utilizing the aforementioned.

• Must have at least 2 years of decision science/analytics project management experience with a diverse project focus and demonstrated results, including:

• Performing cross-functionally and collaboratively, focused on supporting business partners with enhanced insights

• Engaging and supporting internal business partners, product sets, and projects, connecting insights with execution and business impact

• Providing leadership on target initiatives
• Managing multiple projects with tight deadlines in a collaborative environment to drive maximum impact

• Position may be eligible to work hybrid/remotely but is based out of and reports to Truist offices in Charlotte, NC. Must be available to travel to Charlotte, NC regularly for meetings and reviews with manager and project teams within 24-hours’ notice.

Regular or Temporary:

English (Required)

• Deliver highly complex solutions with significant system linkages, dependencies, associated risk.
• Lead and perform development efforts such as analysis, design, coding/creating, and testing.
• Oversee and participate in testing, implementation, maintenance, and escalated support of Truist's most complex solutions.
• Development includes but is not limited to customized coding, software integration, analysis, configuring solutions, or the use of tools pertinent to the area, project, or system to configure or generate a solution.
• Ensure adherence to company and industry standards. Provides technical consultation on extremely challenging or unusual situations.
• Write and run unit tests.
• Devise or modify procedures to solve complex problems considering computer equipment capacity and limitations, operating time, and form of desired results.
• Interpret internal/external business challenges and recommend best practices.
• Use sophisticated analytical thought to exercise judgment and identify innovative solutions.
• Mentor less experienced teammates to build technical expertise.
• Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and consulting 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 development and developing unit testing, and supporting integration and functional testing.
• Responsible for providing warranty support and providing knowledge transfer to production support.
• Develop code in accordance with the acceptance criteria established by the Product Owner.

Requirements

• Must have Bachelor's degree in Computer Science, CIS, Computer Engineering, or related technical field plus 6 years of progressive experience in software engineering or IT consulting positions.

• Must have at least 3 years of experience with the following:
o Supporting Production apps to fix mission critical production issues, enhance the applications to implement additional features.
o Working with CI/CD tools and technologies like Gitlab, Github, SourceTree and Bitbucket to deliver code to production environments.
o Helping project architects and senior project leads in high level project design, low level design.
o Applying broad functional knowledge in requirement gathering, analysis, design, development, testing, implementation, and deployment of applications.
o Planning and managing projects and solving complex problems by applying best practice.
o Providing direction and mentoring less experienced teammates.
o Utilizing experience with: Spring, Java and J2EE, Restful API, Soap API, Agile, Rally, Jira, Jenkins, GitHub, GitLab, SVN, IBM MQ’s, Apache Kafka, Microservices, Windows/Linux/RHEL, Apache Maven, SQL DB, Confluence, OpTier, Splunk, XML, ServiceNow, JSON, SSL/TLS, Google Cloud Platform (GCP), Kubernetes, Docker, and Eclipse

• Position may be eligible to work hybrid/remotely but is based out of and reports to Truist offices in Charlotte, NC. Must be available to travel to Charlotte, NC regularly for meetings and reviews with manager and project teams within 24-hours’ notice.

Regular or Temporary:

English (Required)

• Act as an individual contributor supporting analytics projects and executing against the objectives of assigned business group. Using an interdisciplinary approach of leveraging concepts from business, applied statistics and math, operations research, information technology, process design and behavioral sciences, will work both independently and with internal teammates to produce analytic insights that help the Line of Business (LOB) make informed, data-driven decisions with an objective of driving quantifiable, optimized business results in support of company goals.
• Focus on high impact, visible analyses, and initiatives across multiple business models, covering banking channels, segments, and products.
• Partner on target initiatives as assigned; work independently and with internal teammates to drive decision science projects leveraging quantitative analysis techniques, including machine learning, in pursuit of business optimization and impact.
• Pursue business outcomes valued through increased revenue and/or efficiency leveraging data-driven insights powered by analytics in support of enhanced decision-making. Focus on continuous improvement in decision science delivery and outcomes in pursuit of business optimization.
• Explore and apply tools to solve business challenges and deliver solutions that are timely, accurate, and repeatable.
• Exercise sound judgment, risk management, and foster a client centric culture throughout design, development, and deployment practices.
• Foster communication and partnership across multiple levels of the organization including engagement with LOB contributors and junior-level managers.

Requirements

• Must have a Bachelor’s degree in Data Science, Analytics, Statistics or related analytic field plus 5 years of progressive experience in quantitative analyst or research positions performing/utilizing the following:
o Performing quantitative analysis and data analytics
o Statistical methods, including a broad understanding of classical statistics, probability theory, econometrics, time-series, and primary statistical tests
o Linear algebra concepts for optimization, complex matrix operations, eigenvalue decompositions, and principal components.
o Data cleansing and preparation methodologies, including regex, filtering, indexing, interpolation, and outlier treatment.
o Data Analysis techniques, EDA, Data Visualization to effectively communicate to stakeholders, clarify requirements and make effective suggestions.
o Data Engineering and ML-Ops to both effectively extract, transform, load the data and for further model deployment, including model maintenance and operation.
o Natural Language Processing techniques and other related Deep Learning knowledge.
o Building and managing interactive dashboards in Adobe Analytics workspace to deliver actionable insights, address ad hoc marketing requests, and improve reporting efficiency through advanced segmentation and custom metrics.
o Utilizing experience with: SQL, SAS, Python, R, SAS E-Miner, Tableau, Qlik, IBM DB2, Oracle, and Hue.

• In the alternative, employer will accept a Master’s degree in Data Science, Analytics, Statistics or related analytic field plus 3 years of experience in quantitative analyst or research positions performing/utilizing the aforementioned.

• Must have at least 2 years of decision science/analytics project management experience with a diverse project focus and demonstrated results.

• Position may be eligible to work hybrid/remotely but is based out of and reports to Truist offices in Charlotte, NC. Must be available to travel to Charlotte, NC regularly for meetings and reviews with manager and project teams within 24-hours’ notice.

Regular or Temporary:

English (Required)

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. Facilitate/manage (in partnership with Human Resources Business Partners (HRBPs) and leaders) key cyclical talent processes including but not limited to: Talent review/assessment, calibration, and succession planning.
2. Partner with performance management team to ensure alignment of process, outcomes and metrics.
3. Manage executive coaching strategy and relationship matching.5. Assist Talent Acquisition (TA) in building internal slates for key leadership roles.

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 and related training or experience
2. Eight years of professional experience or an equivalent combination of education and experience
3. Five years of demonstrated deep specialized and/or broad knowledge within the human resources, organizational development (or related) disciplines
4. Sound and comprehensive understanding of business and organizational strategies and processes
5. Ability to interpret internal and external business challenges and implement best practices to improve products, processes, or services
6. Ability to lead projects of significant complexity and risk exposure
7. Ability to exercise judgment in solving technical, operational, and organizational challenges in the context of business objectives and priorities
8. Sophisticated analytical skills and the ability to solve complex technical and business problems.
9. Ability to influence others to adopt a new perspective
10. Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry
11. Proficiency with Microsoft Office Suite products
12. Excellent verbal and written communications skills

1. Advanced skills in Microsoft Office software such as Excel, Access, and PowerPoint
2. Deep consulting experience
3. Experience working in the financial services industry; professional certification in HR related discipline (PHR, SPHR, SHRM-CP, SHRM-SCP, or other assessments); formal project management training or certification (PMP)

Up to 10 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.

Regular or Temporary:

English (Required)

Please note that candidate must be located in *or* willing to self-relocate to the following location:

• Charlotte, NC

Truist 'in office' requirement isper week. No full remote or relocation assistance available at this time.

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. Highly-experienced expert job that applies in-depth and specialized expertise and/or a significant breadth of expertise in own professional discipline and other related disciplines.
2. Interprets internal/external business challenges and recommends best practices to improve products, processes, or services.
3. Applies a comprehensive understanding of how the organization operates to solve technical, operational, and business problems.
4. Uses sophisticated analytical thought to exercise judgment and identify innovative solutions.
5. Leads teams or projects with moderate resource requirements, risk, and complexity, often with implications and/or resource requirements beyond own LOB or function.
6. Mentors less experienced teammates to build their own technical expertise.
7. Impacts the achievement of client, operational, project, service, and risk management objectives.
8. May have people management responsibilities.
9. Works independently, with guidance in only the most complex situations.
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 5+ years of related experience or an equivalent combination of education and experience.

2. Deep specialized and/or broad knowledge within a professional discipline.

3. Sound and comprehensive understanding of business and organizational strategies and processes.

4. Ability to interpret internal and external business challenges and implement best practices to improve products, processes, or services.

5. Ability to lead projects of significant complexity and risk exposure.

6. Ability to exercise judgment in solving technical, operational, and organizational challenges in the context of business objectives and priorities.

7. Sophisticated analytical skills and the ability to solve complex technical and business problems.

8. Ability to influence others to adopt a new perspective (new automation, new metrics, new tools etc.) Focus on process automation to improve efficiency.

9. Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry.

Preferred Qualifications:

• Advanced proficiency in Python for data extraction, manipulation, and visualization

• Ability to gather and construct Data requirements to support automation of reporting

• Experience with visualization tools such as Tableau or Power BI

• Proven working experience as a data analyst or business data analyst

• Experience managing stakeholder expectations and communicating effectively with diverse audiences

• Previous experience in the banking or fin-tech industry

Regular or Temporary:

English (Required)