Jean Umbarger
Executive Director, Wealth Delivery
- Role
- Executive Director, Wealth Delivery at Synovus
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Jean Umbarger
With over 10 years of experience in business planning, strategy, and transformation, I am passionate about creating positive change and delivering value for Synovus, a leading financial services company in the Southeast. I have developed strong skills in problem solving, executive presentation, and strategic influence. I am committed to supporting the vision, mission, and culture of Synovus, and to bringing diverse perspectives and experiences to the team.As the Head of Business Planning and Transformation, I lead the development and execution of the strategic plan for the Community Bank and Wealth Services line of business, in collaboration with other leaders and stakeholders. I also manage special projects, facilitate executive decisions, and establish robust communication across the line of business. Previously, I was a Project Owner for our Mass Affluent Strategy, specifically the customer and team member experience initiatives that involved the creation and implementation of dedicated roles, support center, and other enhancements.
Experience
Executive Director, Wealth Delivery
Feb 2025 — Present
Work directly with our wealth businesses to develop and execute a comprehensive strategic plan to leverage Synovus’ unique opportunities in the wealth space.
Skills
- Team Building
- Management
- Recruiting
- Strategic Planning
- Human Resources
- Sales
- Policy
- Banking
- Retail Banking
- Customer Service
- Training
- Interviews
- Leadership
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