Full-Time

Senior Experience Designer

Posted on 9/25/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Junior, Mid, Senior

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. 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 and monetizes through a vertically-integrated custodian service, aiming to reduce overhead costs for RIAs. The company's 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

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

43%

2 year growth

77%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance platform capabilities and market reach.
  • Increased demand for digital financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront could erode Altruist's market share.
  • Rapid tech advancements may strain Altruist's resources if not managed well.
  • Integration with third-party providers may lead to data security vulnerabilities.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading and automated rebalancing.
  • Altruist provides original content, offering actionable insights for independent financial advisors.

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