Risk Management and System Administration

Truist Financial - Atlanta, GA

Part-time,Full-time

Atlanta, GA

Credit Intermediation and Related Activities

About the position

The Risk Management and System Administration position at Truist Bank is a full-time role based in Atlanta, GA, focused on ensuring that PHI asset management activities are conducted in compliance with relevant bank and regulatory policies. The successful candidate will develop and oversee the Privately Held Investments (PHI) Quality Assurance program, manage the PHI asset management system, and ensure adherence to established policies and procedures. This role requires a proactive approach to risk management and the ability to work collaboratively across various lines of business. Key responsibilities include coordinating updates to policies and procedures, monitoring compliance with these policies, and conducting management reporting and quarterly business reviews with leadership. The position also involves administering the Voyager Asset Management System, reconciling holdings, and coordinating external regulatory audits. The candidate will be expected to prepare responses to testing activities and ensure timely remediation of any issues identified. In addition to these responsibilities, the role requires the development of risk awareness among PHI teammates and proactive engagement in resolving issues. The candidate will contribute to the PHI leadership team by performing risk management activities and supporting strategic projects. Strong communication skills are essential, as the role involves presenting ideas effectively to groups and collaborating with peers across the organization.

Responsibilities

• Develop and oversee the Privately Held Investments Quality Assurance program.
• Coordinate updates to policy, procedures, and related job aids as needed.
• Monitor all activities for adherence to policy and procedures, including implementation of a Privately Held Investments Quality Assurance program.
• Conduct management reporting and quarterly business reviews with leadership.
• Administer the Voyager Asset Management System, including system updates and error corrections.
• Reconcile Voyager holdings to SEI holdings on a monthly basis.
• Coordinate reporting as needed to support PHI team's effective and efficient use of Voyager.
• Coordinate external regulatory, risk, and compliance audits and related testing.
• Prepare PHI responses to testing activity; assure remediation is timely and sustainable.
• Administer Archer issues.
• Develop PHI teammate risk awareness.
• Engage as needed in resolving teammates or client issues proactively and escalate as necessary.
• Contribute to the PHI leadership team by performing PHI risk management activities, including research and related strategic project tasks.

Requirements

• Bachelor's Degree in Business or Finance.
• Minimum of 7 years' experience in compliance or quality assurance related roles.
• Ability to be proactive and work well in a team environment across lines of business.
• Strong written and verbal communication skills with demonstrated ability to present ideas effectively to a group.
• Solid decision-making and judgment capabilities, able to manage projects with minimal supervision.
• Demonstrated proficiency in standard computer applications, such as Microsoft Office products.
• Excellent organizational, problem-solving, and analytical skills.

Nice-to-haves

• Completion of a graduate-level trust school program (ABA, Cannon, or other comparable provider).
• Regulatory experience of 3-5 years.

Benefits

• AD&D insurance
• Dental insurance
• Life insurance
• RSU
• Vision insurance