Full-Time

B2B Salesforce Product Analyst

Agile

Posted on 11/15/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Entry, Junior

Atlanta, GA, USA

Category
Product Management
Product
Required Skills
Agile
Salesforce
Requirements
  • Bachelors’ degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience
  • One or more years of banking, financial services, digital, or other relevant work experience
  • Strategic thinker, maintain the ability to quickly assess complex problems, prioritize key issues, and focus on relevant technology and business facts
  • Comfortable managing concurrent projects in a fast-based, results-driven environment
  • Comfortable with ambiguity, leading work autonomously, and making independent decisions
  • Well-developed verbal and written communication skills
  • Well-developed analytical, decision-making and problem-solving skills
  • Solid understanding of trends in technology and in the financial services industry
  • Ability to learn and translate technically complex concepts into business friendly terminology
  • Considerable tact, diplomacy and people skills
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, to analyze and communicate complex information to business leadership
Responsibilities
  • Define future product requirements by researching existing client needs, subject matter expert knowledge, competitive products, industry trends, and industry standards. Lead research and analysis on assigned projects to translate business and market requirements into functional requirements.
  • Create product documentation for new product features and enhancements. Work with Product Manager to translate functional documentation into product technical specifications.
  • Support business validations for the product release; Maintain current product support documentation; Develop system testing plans and conduct testing with system enhancements, user application, and quality assurance testing.
  • Support Truist’s Digital Transformation initiatives/projects and activities that determine and prioritize strategic digital investments.
  • Monitor digital trends across one or more digital properties for progress against KPIs, performance SLAs, and extract insights for future enhancements in close partnership with product leaders.
  • Monitor and track product findings and work with product and support teams for issue remediation.
  • Support the development of digital roadmaps that reflect client needs/gaps and teammate needs/gaps, as well as foundational technology capabilities and other digital enablers.

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 lower costs. Unlike competitors, Truist provides these services for free and monetizes through a custodian service that helps RIAs reduce overhead. 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

38%

2 year growth

74%
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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