Product Analyst--Wealth Brokerage Technology

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

ROLE PURPOSE Own the product direction and delivery roadmap for Wealth Brokerage capabilities spanning client and teammate experiences, brokerage operations, workflow, data and analytics. Translate business outcomes, regulatory obligations and technology opportunities into prioritised epics, features and measurable releases.
This Product Manager balances business, technology, risk and design priorities to deliver secure, resilient and differentiated capabilities for Wealth Brokerage. The role works closely with Product Owners, engineering, architecture, operations, data, cyber security, risk, legal and compliance to convert strategic objectives into an executable product roadmap.
The role must operate effectively at both strategic and tactical levels. This includes defining product outcomes, analysing client and operational needs, shaping investment priorities, resolving delivery constraints and working directly with Agile teams through discovery, Planning Increment (PI) planning, build, testing, release and adoption.
The successful candidate will understand modern application delivery in a regulated financial-services environment. Relevant technology includes .NET and C# applications, SQL Server data platforms, Microsoft Azure services, Python-based data and automation solutions, low-code platforms and workflow/case-management capabilities.

Scope of responsibility
• Wealth Brokerage client, adviser, operations and supervisory experiences, including digital journeys and internal servicing tools.
• Product strategy and roadmaps for application modernisation, workflow automation, data integration, analytics and operational controls.
• Coordination across legacy and modern platforms, including on-premises applications, Azure-hosted services, vendor platforms and enterprise shared services.
• Business and technology outcomes such as improved client and teammate experience, straight-through processing, reduced manual effort, stronger controls, improved data quality and increased platform resilience.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  

1.Develop and maintain a product vision and strategic roadmap for Wealth Brokerage capabilities, aligned to business objectives, client needs, operational priorities and technology strategy.

2.Research and analyse the needs of Wealth Brokerage clients, advisers, operations teams, supervisors and other target users. Translate findings into clear product outcomes and prioritised opportunities.

3.Assess market, competitor, regulatory and technology trends relevant to brokerage products and servicing. Convert analysis into practical recommendations, investment choices and roadmap decisions.

4.Partner with Product Owners and Agile delivery teams to define epics, features, acceptance outcomes and non-functional requirements. Maintain a healthy, prioritised backlog that is ready for delivery.

5.Set PI vision, objectives and priorities. Participate in PI planning, refinement, demonstrations, retrospectives and other Agile ceremonies as appropriate.

6.Lead cross-functional discovery across business, operations, user experience, architecture, engineering, data and risk partners. Use prototypes, process maps, data analysis and user feedback to validate solutions before significant investment.

7.Shape solutions implemented through .NET and C#, SQL Server, Azure services, Python, low-code platforms and workflow technologies. The Product Manager is not expected to be the primary developer, but must be sufficiently technically fluent to challenge assumptions, understand dependencies and make informed trade-offs.

8.Define product requirements for workflow and case-management solutions, including intake, routing, prioritisation, approvals, work queues, service-level tracking, exception handling, notifications, audit history and management reporting.

9.Ensure product design supports secure access, appropriate segregation of duties, data protection, records retention, traceability and evidence required in a regulated brokerage environment.

10.Collaborate with architecture and engineering to address modernisation, cloud migration, application rationalisation, integration, data lineage, observability, resiliency, disaster recovery and technical debt.

11.Coordinate dependencies across APIs, batch and file-based interfaces, event-driven integrations, enterprise data platforms, vendor solutions and downstream reporting consumers.

12.Obtain required alignment and approvals from legal, compliance, privacy, information security, fraud, model risk, operational risk, architecture and other governance partners.

13.Define measurable product outcomes and key performance indicators. Use telemetry, workflow metrics, operational data, client feedback, defect trends and adoption measures to adjust priorities and demonstrate value.

14.Plan releases and adoption with readiness, communications, training, support and operations partners. Ensure client-facing and teammate-facing content is accurate and usable.

15.Manage product risks, issues, assumptions and dependencies. Ensure Product Management Lifecycle processes are followed and that control, audit and remediation commitments are completed by agreed deadlines.

16.Communicate product strategy, roadmap, decisions, delivery status and risks clearly to executives, business stakeholders and technical teams.

Technology and domain expectations

Area

Expected product fluency

Wealth Brokerage

Working knowledge of brokerage products, account servicing, adviser and operations workflows, supervisory controls, financial-services risk, or comparable regulated business processes.

.NET / C#

Ability to work with engineering teams delivering web applications, APIs, background services, and integrations using the Microsoft application stack.

SQL Server and data

Understanding of relational data, data quality, reporting needs, data movement, reconciliation, and the product implications of schema or integration changes.

Microsoft Azure

Familiarity with cloud-native and PaaS concepts, identity, networking, security, monitoring, resiliency, deployment, and cost considerations.

Python

Familiarity with Python uses in data processing, analytics, automation, controls, and integration. Ability to define business outcomes and governance expectations for such solutions.

Low code

Experience shaping governed low-code solutions, including appropriate use cases, citizen-development boundaries, environment management, supportability, and transition to engineered solutions when scale or complexity requires it.

Workflow

Experience defining end-to-end workflow, work queues, case management, business rules, human approvals, exception paths, controls, auditability, and operational metrics.

Integration

Understanding of APIs, messaging, batch, SFTP/file transfer, vendor connectivity, and enterprise integration patterns sufficient to identify dependencies and delivery risk.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.    Bachelors’ degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience
2.    Five or more years of banking, financial services, or other relevant work experience
3.    Three or more years of product, analysis, technology, and/or design experience
4.    Three or more years of leading cross functional teams 
5.    Equal enthusiasm for high-level strategic planning and tactical daily execution 
6.    Experience defining/driving vision of experience programs and/or partnership based programs
7.    Experience defining and delivering large-scale online initiatives
8.    Proven ability to use data analytics, research and testing methodologies to drive business decisions, diagnose problems, and recommend action plans to resolve issues
9.    Ability to lead cross-functional teams without formal authority
10.    Comfortable managing concurrent projects in a fast-based, results-driven environment
11.    Comfortable with ambiguity, leading work autonomously, and making independent decisions
12.    Excellent skills in presentation, facilitation, communication, and negotiation
13.    Experience in roles requiring strong communication and interpersonal skills & the creation and delivery of succinct presentations to explain and sell plans/vision

Preferred Qualifications:

•Previous Product Manager or Product Owner experience supporting Wealth, Brokerage, Trust, capital-markets, investment or adviser platforms.

•Experience modernizing Microsoft-stack applications, including .NET/C#, SQL Server and Azure-hosted services.

•Experience with workflow automation, case management, work queues, low-code governance or operational process redesign.

•Experience with Python-enabled analytics or automation and with product governance for data-driven solutions.

•Experience with APIs, event or message-based integration, SFTP/file-based integration, data platforms and third-party vendor connectivity.

•Experience delivering within security, privacy, legal, compliance, audit and operational-risk control frameworks.

•Experience working with distributed onshore and offshore teams.

•Certified SAFe Product Owner/Product Manager, Pragmatic Institute, CSPO, PSPO or equivalent product/agile qualification.

Leadership behaviors and measures of success

•Client and teammate focus: starts with real Wealth Brokerage needs rather than technology looking for somewhere to live.

•Outcome ownership: measures value, adoption, risk reduction and operational improvement, not merely feature completion.

•Technical judgement: makes sensible build, buy, reuse and modernisation trade-offs with engineering and architecture partners.

•Risk discipline: integrates controls and evidence into product delivery rather than treating governance as a late-stage surprise.

•Decisive collaboration: creates alignment, documents decisions and keeps delivery moving when priorities or constraints conflict.

•Roadmap credibility: maintains a transparent, evidence-based roadmap with explicit dependencies, sequencing and success measures.

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting

Constantly (More than 50% of the time)

Standing

Frequently (25% - 50% of the time)

Walking

Frequently (25% - 50% of the time)    
Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel

Minimal and up to 10%

The annual base salary for this position is $95,000 - $133,000.

The annual base salary for Charlotte is $100,00-$137,000.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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