Wealth Business Analyst III

Truist

. Responsible for providing analytical and administrative support on execution of divisional, group and team projects including but not limited to, performing reporting, analytics, insights and process reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes.

Posted 5/15/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Responsible for providing analytical and administrative support on execution of divisional, group and team projects including but not limited to, performing reporting, analytics, insights and process reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes.
Participates in project management activities.
Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to management.
Serve as a subject-matter expert for assigned area around divisional products, services, systems and policies/procedures.
Conduct industry research and competitive analysis as needed. Continued focus on process improvement.
Perform various administrative tasks such as creating presentations, organizing meetings, assembling marketing materials, etc.
Assist with training staff on new processes, systems, programs, etc.

Requirements

What you’ll need

Bachelor’s degree in accounting, business or marketing, or equivalent education and related training.
Six or more years of experience in analytical role within financial services industry or other related business, and/or have participated in an enterprise sponsored Leadership Development Program.
Demonstrated project management and coordination skills in a professional or financial services environment.
Strong quantitative analysis skills.
Excellent verbal and written communication skills.
Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
Ability to work independently.
Strong proficiency in basic computer applications, such as Microsoft Office software products.

Benefits

Comp & perks

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
no less than 10 days of vacation
10 sick days
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

analytical supportreportinganalyticsprocess reviewsproject managementquantitative analysistrainingprocess improvement

Soft Skills

communicationleadershipcollaborationindependence

Certifications

Bachelor’s degree