Full-Time

Governance & Controls Office

Gco, Workforce, Planning and Engagement Enablement Manager

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

Category
Project Management
Strategy Development
Business & Strategy
Requirements
  • Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience
  • Ten years of financial services industry experience with progressively more responsibility or combination of education and experience
  • Seven years of experience in leadership roles directly or indirectly managing a team or program or combination of education and experience
  • Strong understanding of risk management practices, policies and procedures
  • Excellent analytical, problem-solving, organizational and communication skills
  • Evidence of the ability to consistently make good decisions through a combination of analysis, wisdom, experience, collaboration and judgment
  • Ability to prioritize tasks and work well under pressure
  • Ability to keep abreast of, understand and communicate changing regulatory rules and procedures
  • Ability to effectively present information to top management, public groups and/or boards of directors
  • 5 + years experience in adult learning, curriculum development, and talent development
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Responsibilities
  • Maintain the overall GCO role structure and archetype in alignment with the GCO strategy and objectives, participate in strategic workforce planning efforts, and develop and monitor plans for resolving resource gaps.
  • Lead the design and delivery of the GCO training strategy, materials, accreditation programs, and tools to effectively prepare GCO teammates to execute their responsibilities and to engage the business.
  • Periodically participate in and drive skills assessment efforts across the GCO organization to identify additional training needs and opportunities.
  • Collaborate and liaise with the Learning organization to coordinate resources, design content, and to determine funding to execute the GCO Learning strategy.
  • Lead diversity and inclusion practices, strategies, and engagement across GCO, in collaboration with HR. Support strategies to recruit, develop, retain, and engage a diverse workforce, embedding diversity, inclusion, and engagement as core principles.
  • Design and manage a GCO-specific early career rotational program (LDP Partnership) to build future bench strength within GCO, including collaborating with Talent Campus Recruiting and the Learning and Career team to design a GCO-specific curriculum and talent pipeline.
  • Develop annual hiring plan for LDP associates and interns and manage the approval process with GCO leadership. Develop and communicate performance expectations to early career teammates.
  • Directly or indirectly lead a team as business demands and new initiatives are identified.
  • Other duties as assigned which may include organizing talent forum approvals, and partnering w/ HR to align roles and update job descriptions when needed.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces overhead costs. The goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

N/A

Growth & Insights
Headcount

6 month growth

24%

1 year growth

40%

2 year growth

73%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $169M Series E funding round indicates strong investor confidence and provides substantial capital for further innovation and expansion.
  • Collaborations with leading providers like Orion Advisor Solutions and Kwanti enhance Altruist's platform capabilities, making it more attractive to RIAs.
  • Acquiring Shareholders Service Group expands Altruist's service offerings and client base, positioning it to compete with industry giants like Schwab and Fidelity.

What critics are saying

  • The competitive landscape in the RIA market includes established players like Schwab and Fidelity, which could challenge Altruist's growth and market penetration.
  • Rapid expansion and multiple integrations may lead to operational complexities and potential service disruptions.

What makes Truist unique

  • Altruist offers a simplified tech stack specifically designed for RIAs, unlike broader financial platforms that cater to multiple financial service providers.
  • Their commission-free fractional share trading and automated rebalancer features provide cost-effective solutions that are not commonly bundled together in competing platforms.
  • The vertically-integrated custodian service allows Altruist to streamline operations and reduce overhead costs for RIAs, setting it apart from traditional custodial services.

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