Full-Time

Wholesale Strategic Execution Associate

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
Required Skills
Data Analysis
PowerPoint/Keynote/Slides
Requirements
  • Strong academic credentials – college degree or equivalent education and related training or experience
  • 5-8 years of experience within consulting, business management, or financial services organization
  • Ability to present data and business considerations in a structured manner.
  • Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
  • Demonstrated understanding of business and technology organization, resources, priorities, needs and policies.
Responsibilities
  • Demonstrate deep understanding of Wholesale’s strategy and top priorities and translate into relevant content for ongoing business operations and key routines (business review, townhall, Board materials)
  • Serve as primary facilitator in the execution and project management of top priority initiatives within Wholesale to include defining logistics and approaches needed to operationalize business strategies, maintaining thorough project plans, and ensuring all participants are organized and aligned on execution plans; requires the ability to be a meaningful contributor to complex, cross-functional initiatives that accelerate performance and results
  • Lead the development and execution against ad-hoc requests from the Chief Wholesale Banking Officer and the Head of Wholesale Strategic Execution and Business Management; generally related to gathering data to support decision making and preparing content to support targeted discussions.
  • Own and facilitate the cohesive measurement of progress against top priority initiatives within Wholesale; involves creating standard process to track progress, facilitating monthly check-ins, and holding initiative owners accountable to their commitments.
  • As part of tracking progress against initiatives, proactively understand strategic business goals, identify what data points are needed to inform how to achieve business goals (e.g., benchmarks, industry trends, internal operating and financial data), then gather and synthesize data to inform decision making and measure results.
  • Proactively develop and train junior talent within the team to support their growth and learning curve.

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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