Wealth Business Analyst

Are you a strategic thinker with a passion for financial analysis? Do you have a keen eye for identifying opportunities for growth and optimization within a wealth management business? If so, we have an exciting opportunity for you as a Wealth Business Analyst at Truist Financial. Join our dynamic team and utilize your expertise to help drive the success of our wealth management business. In this role, you will work alongside dedicated professionals to analyze data, develop insights, and make recommendations that will shape the direction of our business. We are seeking a highly motivated individual with a strong background in finance and a deep understanding of the wealth management industry. If you are ready to take your career to the next level and make a meaningful impact, then we want to hear from you!

1. Conduct financial analysis and performance evaluations for our wealth management business.
2. Identify opportunities for growth and optimization within the wealth management industry.
3. Develop and maintain financial models to support decision making.
4. Collaborate with cross-functional teams to gather and analyze data.
5. Utilize market research and industry knowledge to make strategic recommendations.
6. Present findings and recommendations to senior management.
7. Monitor and track key performance indicators for the wealth management business.
8. Identify and mitigate potential risks within the business.
9. Stay updated on industry trends and best practices to continually improve our business.
10. Conduct cost-benefit analysis for potential business initiatives.
11. Develop and maintain relationships with key stakeholders.
12. Utilize strong communication skills to effectively communicate complex financial concepts to non-financial stakeholders.
13. Proactively identify and address any issues or discrepancies in financial data.
14. Participate in the development and implementation of new business strategies.
15. Continuously assess and improve processes and procedures to increase efficiency and effectiveness.
16. Manage multiple projects simultaneously and meet deadlines.
17. Provide guidance and mentorship to junior team members.
18. Ensure compliance with all relevant regulations and policies.

According to JobzMall, the average salary range for a Wealth Business Analyst in Raleigh, NC, USA is between $60,000 and $90,000 per year. However, this can vary depending on factors such as experience, education, and employer. Some companies may offer higher salaries for this position, while others may offer lower salaries. It is important to research the specific company and industry to get a better understanding of the salary range for this role.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.