Truist is seeking a strategic advisor to formulate and implement the Advice & Planning strategy, enhancing execution, quality, and relevance for clients. The role focuses on integrating the Advice & Planning model with measurable impact and continuous learning across the organization.
The candidate will lead cross-functional initiatives, develop scalable processes, and drive reporting and metrics to optimize outcomes for Advisors and clients alike.
#J-18808-LjbffrAdvice & Planning Strategy Lead in atlanta at Unknown Company
This position is listed as full time and onsite.