Senior Wealth Omni Digital Strategist

Truist

Senior Strategist driving digital experiences for Truist Wealth and investment clients. Collaborating across digital, technology, and business teams to optimize strategies and automation.

Posted 7/7/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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
Ensure 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

Requirements

What you’ll need

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

Benefits

Comp & perks

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation and sick days
Paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Digital Capabilities DevelopmentAutomation Opportunities IdentificationWorkflow OptimizationProduct Roadmap InputUser TestingQuality AssuranceMetrics AnalysisCompetitive AnalysisSales Process ManagementProject Management

Soft Skills

Problem-SolvingCommunicationMultitaskingTeam CollaborationPresentation Skills

Certifications

Bachelor's Degree