Wealth Business Analyst

At Truist Financial, we are committed to helping individuals and businesses achieve financial success. We are seeking a highly skilled and motivated Wealth Business Analyst to join our team and play a key role in driving our wealth management strategy. As a Wealth Business Analyst, you will work closely with our Wealth Management team to analyze and understand market trends, identify business opportunities, and develop strategic plans to optimize our wealth management services. If you are a detail-oriented problem solver with a passion for the financial industry, we want to hear from you. Join us in our mission to empower individuals and businesses to thrive financially.

1. Conduct market analysis and research to identify trends and opportunities for growth in the wealth management industry.
2. Collaborate with the Wealth Management team to develop and implement strategic plans to optimize the company's wealth management services.
3. Analyze financial data and prepare reports to support decision-making and drive business growth.
4. Monitor industry developments and provide recommendations for new products or services to better serve our clients.
5. Work closely with cross-functional teams to ensure alignment and execution of wealth management initiatives.
6. Develop and maintain relationships with key stakeholders to gather insights and feedback on our wealth management offerings.
7. Identify process improvement opportunities and work towards streamlining workflows and increasing efficiency.
8. Support the development and implementation of new technology solutions to enhance the wealth management experience for clients.
9. Stay up-to-date on industry regulations and compliance requirements to ensure our services are in line with legal standards.
10. Communicate findings and recommendations to senior management and collaborate on strategies to achieve business goals.
11. Participate in team meetings and contribute to the overall success of the Wealth Management division.
12. Demonstrate a strong understanding of financial concepts and the ability to apply them in a business context.
13. Maintain a high level of accuracy and attention to detail in all work.
14. Continuously seek opportunities for professional growth and development within the financial industry.

According to JobzMall, the average salary range for a Wealth Business Analyst in Houston, TX, USA is between $60,000 and $100,000 per year. This may vary depending on the specific company, level of experience, and job responsibilities. Some higher-end positions may offer salaries above $100,000 per year. Additionally, bonuses and other benefits may also be included in the overall compensation package.

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.