Full-Time

Community Engagement Marketing – Senior Consultant

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Atlanta, GA, USA

Category
General Marketing
Growth & Marketing
Required Skills
Market Research
Marketing
Data Analysis
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in Marketing, Communications, Business Administration or related field, or equivalent education and related training
  • Five years of related experience or an equivalent combination of education and experience
  • In-depth knowledge and expertise of principles, practices, theories, and/or methodologies associated with the Marketing discipline (e.g., Marketing P’s, Market research, analytics, digital)
  • Experience managing or leading projects or project work streams and operates as a lead in a specialty capacity
  • Knowledge of client needs and competitive landscape and the factors that differentiate Truist and its competitors in the market
  • Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders
  • Ability to provide direction, coaching and mentor teammates
  • Fluent in Excel and PowerPoint, preparing presentations for senior level teammates
  • Developing presentation skills and communication skills
Responsibilities
  • Apply in-depth and specialized expertise and/or a significant breadth of expertise in Marketing and other related disciplines including creative development and market research.
  • Manage large marketing initiatives, utilizing all marketing channels include digital.
  • Interpret internal/external business challenges, including client needs and competitive marketplace and recommend best practices to improve products, processes, or services.
  • Apply a comprehensive understanding of how the business operates to solve technical, operational, and business problems.
  • Lead teams or projects with moderate resource requirements, risk, and complexity.
  • Mentor less experienced teammates to build their own technical expertise.
  • Directly impact the achievement of client, operational, project, service, and risk management objectives.
  • May have people management responsibilities.
  • Work independently, with guidance in only the most complex and unusual situations.
  • Deliver programs on budget and on time.

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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