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
Word/Pages/Docs
Data Analysis
Excel/Numbers/Sheets
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.
Desired Qualifications
  • Background in financial services / banking industry
  • Project Management and/or Business Analyst experience
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to summarize complex, detailed analysis into executive-level summaries
  • Ability to lead by influence (relationship building).
  • Knowledge of consumer / small business / direct banking
  • MBA preferred

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

5%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity