Truist · 1 day ago
Wealth Operations Delivery Manager
Charlotte, NC
Full-time
Onsite
Mid, Senior LevelTruist is a financial services company seeking a Wealth Operations Delivery Manager to provide leadership and direction to teams. The role focuses on ensuring client and organizational project objectives are met while managing delivery demands and fostering continuous improvement within Truist Wealth Management.
FinanceBankingFinancial Services
Responsibilities
Lead and develop teammates for continuous improvement in order to meet the growing needs of Truist Wealth Management as well as personal growth objectives
Manage and prioritize delivery demands and align the team to best meet the strategic and tactical business requirements of Truist Wealth Management
Ensure subject matter expertise and resources are prepared to meet day to day support needs; balancing priorities between support and project delivery objectives as needed
Build knowledge and relationships with strategic business partners, both internal and external in order to not only meet business needs, but to proactively provide input and direction for ongoing process improvements for Truist Wealth Management
Reduce the opportunities for losses and exposure by executing risk management processes and providing oversight of processes assigned to the team, while always keeping aware of potential risks and speaking up to ensure gaps are mitigated
Qualification
Required
Bachelor's degree or comparable business experience focused towards report query development, project management and computer sciences
The ability to lead a team in a dynamic environment subject to the evolving demands of detailed project work
A thorough understanding and demonstrated application of analytical principals as well as adept, creative problem solving abilities
Strong oral and written communication skills
Preferred
Broad Wealth Management (Trust and or Brokerage) business and application knowledge
General accounting and mathematical knowledge
Benefits
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
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
Founded in 2019
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
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2026-01-15
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