Truist is seeking a senior strategist for the Advice & Planning Group to articulate and execute the strategy that supports clients and advisors. Lead initiatives, coordinate cross-functional teams, and ensure alignment with priorities.
You will coach Wealth leaders, develop metrics, and drive process excellence across the firm. The role emphasizes collaboration with Truist leaders and adherence to risk and regulatory standards.
#J-18808-LjbffrStrategic Advice & Planning Lead in charlotte at Unknown Company
This position is listed as full time and onsite.