Advisory Product Manager

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the strategic management, development, governance, and execution of advisory investment products and platforms. Partners across Wealth leadership, Investments, Risk, Compliance, Operations, Technology, and external vendors to deliver product enhancements, support business growth objectives, and maintain a competitive advisory offering. Serves as the business owner for assigned advisory products and initiatives, overseeing product strategy, platform evolution, risk and governance processes, advisor engagement, and vendor relationships. Identifies opportunities to enhance the advisor and client experience through product innovation, operational improvements, and platform capabilities designed to drive adoption, asset growth, and overall business results. Develops and executes product roadmaps aligned with organizational priorities and market trends, collaborating with internal and external stakeholders to evaluate, prioritize, and implement enhancements. Provides ongoing oversight of product performance, utilization, and competitive positioning while supporting advisor education, recruiting initiatives, and field engagement efforts. 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.    Lead the development and execution of the strategic roadmap for Wealth Advisory platforms, ensuring alignment with enterprise objectives, advisor needs, and evolving client expectations. 2.    Serve as the business owner for major platform transformation initiatives, including advisor recruiting transitions, client asset conversions, platform migrations, and implementation of new advisory capabilities. 3.    Direct complex cross-functional projects from concept through execution, partnering with Technology, Operations, Risk, Compliance, Legal, Supervision, and third-party vendors to achieve business objectives. 4.    Identify and evaluate opportunities to enhance platform capabilities, increase client engagement, and support business growth. 5.    Partner with platform providers and strategic vendors to influence product direction, advocate for business requirements, and drive delivery of enhancements that support the advisory business.

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.    Bachelor’s degree or equivalent education, training or work-related experience 2.    Minimum 10 years of wealth management experience 3.    Management responsibilities and prior experience 4.    Strong oral and written communication skills 5.    Demonstrated proficiency in basic computer applications, such as the Microsoft Office suite Preferred Qualifications: 1.    FINRA Registrations 7 and 66 or equivalent   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