Truist Wealth Business Planning Consultant 

United States, Georgia, Atlanta 

570655652

Regular or Temporary:

English (Required)

1st shift (United States of America)

ESSENTIAL DUTIES AND RESPONSIBILITIES

The 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.

• Support the development and execution of multiple business plans and initiatives related to the strategies set forth within a multi-year strategic plan. Establishes short term (1 year) and long term (3 year) strategies to meet and exceed Truist financial goals and grow each business in existing and new markets
• Active financial pipeline management with gap-to-goal-analysis across multiple national Lines of Business (LOBs)
• Conduct business unit and individual advisor performance analysis, providing insight to a national team of advisors and executive leadership across multiple national LOBs
• Identify and implement product and solution enhancements to enable growth within WIAS businesses
• Conduct business process analyses, needs assessments, and preliminary cost/benefit analyses, including independently managing projects with a financial cost impact up to $1M, in an effort to align solutions with business initiatives
• Works independently to draft deliverables/work product, enhance current reporting processes, and establishes new, to provide greater insight to the businesses while mitigating risk while independently managing these activities that have a direct relationship with the WIAS strategy and annual priorities.
• Acts as a liaison between functional business partners, LOB advisors and executive leadership
• Consults with business leaders on the development of policies, processes, and practices in such areas as personnel, business performance, and organizational design
• Identifies and implements whitespace initiatives for new revenue streams while seeking opportunities for efficiencies that result in cost savings across multiple national LOBs
• Leverages high degree of project management and organizational skills to effectively manage multiple and sometimes competing priorities

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.

• Bachelor's Degree or equivalent work experience in a relevant field
• 5 or more years work experience in the industry, working with specific analytics tools relative to the work area
• Complex, in-depth understanding of the business unit's functioning and relationship with other line of business and functional partners
• Demonstrated ability to independently synthesize and draw conclusions from variant information sources
• Demonstrated excellence in analysis, leadership, change management, project management, negotiation, persuasion, directing others, and communication
• Exemplary analytical and problem solving skills, including well-defined financial analysis capability
• Exemplary time management and professional acumen
• Expert understanding of Wealth and general financial industry trends, as well as an understanding of the legal and regulatory framework in which Truist operates

Preferred Qualifications:

• 7 or more years work experience in the industry, working with specific analytics tools relative to the work area, including MS Office and industry-specific software/systems
• MBA, CFA, PMP or CFP designation
• Wealth experience