Full-Time

Business Data Steward-Finance

Posted on 9/20/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Entry, Junior

Charlotte, NC, USA

Category
Financial Planning and Analysis (FP&A)
Risk Management
Finance & Banking
Requirements
  • Equivalent combination of advanced education and related experience, which could include any combination of: 2 years of experience managing business processes or experience in technical-related decisions on the business side
  • Communications skills, including, negotiation/facilitation/presentation skills
  • Knowledge of current and emerging application software products and tools
  • Project management experience
  • Strong analytical and architectural skills
  • Ability to manage a high volume of internal client relationships
Responsibilities
  • Responsibilities include participating in definition and validation of a business critical process and the associated critical data elements (CDEs) that support them.
  • Business Metadata Management: Onboard new CDEs that are specific to corresponding Business Unit or Corporate Group – collaborate with Technical Data Stewards.
  • Propose new CDEs and Data Domains to Data Domain Working Group for approval – collaborate with Data Domain Working Group.
  • Review assigned CDEs and their business metadata on an established frequency basis – collaborate with Metadata Center of Excellence (COE).
  • Discover and execute CDE change requests – collaborate with Metadata COE; Technical Data Stewards.
  • Submit CDE change requests for approval to Data Domain Working Group – collaborate with Data Domain Working Group, Metadata COE, and Technical Data Stewards.
  • Perform business process and traceability mapping - collaborate with Business Unit / Corporate Group representatives, Metadata COE and Technical Data Stewards.
  • Review trusted source assignments – collaborate with Technical Data Stewards.
  • Data Quality: Assist with defining data quality rules and standards for corresponding Business Unit or Corporate Group.
  • May partner with Technical Business Stewards to enroll and implement Data Quality rules for corresponding Business Unit or Corporate Group into appropriate systems– collaborate with Technical Business Stewards.
  • Monitor Data Quality activities, track data issues and risks, and develop associated mitigation strategies for corresponding Business Unit or Corporate Group.
  • Assist in resolving Data Quality Issues
  • Enterprise Metadata Repository / Metadata Catalogue: Assist with onboarding new CDEs’ related business metadata – collaborate with Metadata COE.
  • Update central metadata repository with business metadata content (business terms, definitions, classifications, and business and Data Quality rules) – collaborate with Metadata COE and Technical Data Stewards.
  • Review CDEs’ metadata on an established frequency basis – collaborate with Metadata COE.
  • Discover and execute CDE metadata update requests – collaborate with Metadata COE.
  • Get CDE metadata change requests approved with Data Domain Working Group – collaborate with Data Domain Working Group.
  • Data Privacy, Security, Retention and Archiving: Monitor data security for data elements for corresponding Business Unit or Corporate Group.
  • Report or escalate data privacy issues to Data Privacy Group – collaborate with Chief Privacy Officer and team.
  • Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents – collaborate with Chief Privacy Officer and team.
  • Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group.
  • Monitor data for alignment with national and regional regulations as well as with corporate ethical standards.
  • Data Sharing, Access Control and Data Transfer: Support others in defining Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer.
  • Support others in defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer.
  • Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents – collaborate with Chief Privacy Officer and team.
  • Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group.
  • Monitor data for alignment with national and regional regulations as well as with corporate ethical standards.

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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