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Full-Time

Senior Experience Designer

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Junior, Mid

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

Category
Product & UX/UI Design
UI/UX & Design
Requirements
  • Bachelor's degree in related field (or equivalent work experience)
  • 2+ years of experience in the field (may include equivalent education)
  • Excellent ability to communicate ideas and rationales to influence decision-making
  • Strong understanding and application of industry and discipline standards
  • Excellent time and issue management skills
  • Experience creating artifacts and executing ideas
  • Strong ability to give and accept critique, coaching, and feedback
  • Proficiency in applicable software applications
  • English language fluency
Responsibilities
  • Lead design activities in cross-functional development teams to create industry leading experiences for our clients, teammates and the business.
  • Participate in design driven programs to define insights, create solutions and advocate for client needs.
  • Design and deliver artifacts across a variety of environments.
  • Strong knowledge of design standards, industry guidelines, and best practices with the ability to push beyond to uncover new and distinctive solutions.
  • Consult and collaborate with talented teams in a supportive, complex environment and develop an understanding of broader organizational context and goals.
  • Use storytelling and persuasion techniques that build trust with partners and establish long-term relationships.
  • Stay current on trends, theories, methods and processes.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. The platform includes tools like live chat support, commission-free trading, and an automated rebalancer, allowing RIAs to manage their businesses more efficiently and serve more clients at a lower cost. Unlike competitors, Truist provides these services for free, monetizing through a custodian service that helps RIAs reduce 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

5%

1 year growth

19%

2 year growth

46%
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.