Full-Time

Project Lead i

Posted on 3/14/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

No salary listed

Junior

Raleigh, NC, USA

Category
Project Management
Business & Strategy
Required Skills
Risk Management
Requirements
  • Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience 1-2 years progressive related experience in either project management or process improvement related role.
  • Understanding of project management framework and methodologies.
  • Ability to develop and implement processes, standards and operational plans that will have an impact on the achievement of functional results.
  • Ability to serve in a lead capacity, resolve issues, communicate with and influence others, and manage to stringent timelines for project deliverables.
  • Familiarity with cost and risk management practices.
  • Understanding of business and technology organization, resources, priorities, needs and policies.
  • Ability to work under pressure and help bring clarity to ambiguous assignments.
  • Demonstrated ability to effectively manage time, delegate and problem-solve.
  • Basic understanding of business matters, budgeting, and planning.
Responsibilities
  • Leads or coordinates project planning activities of pieces or a project, or small, low complexity projects, to help devise a feasible plan that achieves the goals and objectives of the project and aligns with the business strategy.
  • Collaborates with others to define problems and scope parameters, organize project teams, assign individual responsibilities, develop project schedules and milestones, identify structures of authority and processes for decision making, and determine resource requirements.
  • Understands and helps to articulate the expectations for the project deliverable/s and ensure shared understanding within the team.
  • Works closely with all stakeholders and helps to manage resources throughout the entire project.
  • Measures project performance using defined systems, tools and techniques.
  • Reports on the status of projects including defined key performance indicators (KPIs), cost, timing, and staffing.
  • Troubleshoots and manages activities to ensure adherence to internal and external quality standards, escalating issues as needed.
  • Works with others to perform risk management to minimize project risks.
  • Assists with Identifying/resolving obstacles to completing project on time and within budget.
  • Supports recommended schedule changes, cost adjustments or resource additions as required.
  • Assists with the implementation and management of any changes in project scope, schedule, and cost.
  • Creates and maintains comprehensive project documentation.
  • Identifies and resolves issues, reports and escalates more complex issues to management as needed.
  • Serves as an individual contributor and whose work is guided by a more senior member of the team.
Desired Qualifications
  • 5+ years of development experience in Actimize IFM Solutions Experience in developing customized AIS and RCM Components.
  • At least 2+ years’ experience in a tech focused role and experience with Agile or similar methodology.
  • Assist in resolving any technical or process obstacles, resolving team issues, improving processes that ensure successful delivery.
  • Good Knowledge and understanding of the RCM Objects.
  • Proficiency in development of custom profiles, AIS/RCM Plugins.
  • Implementation experience of ActOne and IFM-X install, configure and code with in Actimize modules comprising of the Microsoft SQL.
  • Experience in Solution upgrades and profile migrations.
  • Good understanding of the release Management process with hands on experience on ServiceNow, Rally.
  • Ability to work with business teams and provide solutions for functional and non-functional requirements.
  • Write and deliver Release installation instructions, Technical Specification document, Low level design documents.
  • Hands on experience on Writing and complex SQL server queries and Stored Procedures.
  • Participate and direct the team in documenting the solution in a standard format that depicts various architectural views.
  • Java knowledge is preferable.
  • Work experience in IFM 10.X solution.
  • Work Experience in Cassandra Database.

Truist offers a platform for Registered Investment Advisors (RIAs) to enhance their operations and client interactions. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs serve more clients efficiently. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, reducing overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and improve client experiences.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

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 Altruist's platform capabilities.
  • Demand for digital transformation in financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate.
  • Rapid tech advancements may increase Altruist's operational costs.
  • Expansion into San Francisco could raise recruitment and retention costs.

What makes Truist unique

  • Altruist offers a simplified tech stack for efficient RIA management.
  • The platform includes commission-free trading and automated rebalancing features.
  • Altruist provides original content and fast onboarding for financial advisors.

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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

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

5%

2 year growth

3%
Wealth Management
Mar 14th, 2025
WealthStack Roundup: Altruist Fills CTO Vacancy

RIA custodian upstart Altruist this week announced the hiring of Silicon Valley insider Sumanth Sukumar as its chief technology officer.

Business Wire
Mar 12th, 2025
Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage

To establish a hub for engineering innovation and strengthen its technology leadership, Altruist is expanding its presence with an office in San Francisco.

Business Wire
Oct 2nd, 2024
LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer

Vaughn joins Altruist from Bestow, where he served as Chief Compliance, Ethics, and Risk Officer, leading teams that mitigated regulatory risk for online insurance products.

Wealth Management
Sep 24th, 2024
Altruist Adds Digital Fixed Income Trading to Platform

RIA custodian Altruist has launched fully digital fixed-income trading for advisors.

Arena Investor
Aug 29th, 2024
Announcement: Arena Investor Partners with Altruist

Announcement: Arena Investor partners with Altruist.