Full-Time

Clarity IT Project Manager I

Posted on 10/2/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Entry, Junior, Mid

Raleigh, NC, USA + 1 more

More locations: Charlotte, NC, USA

Position can be remote within the Truist Footprint, but requires in-office presence in Charlotte or Raleigh.

Category
Project Management
IT Project Management
IT & Security
Business & Strategy
Required Skills
ServiceNow
Requirements
  • Bachelor’s degree in business or technology-related field, or equivalent education and related training
  • 1-5 years of project management experience with increasing complexity of projects and level of responsibilities within a professional environment, including eight years of applicable business experience
  • Knowledge in software development lifecycle in an enterprise environment
  • Goal-oriented and action-focused
  • Strong interpersonal, communication, negotiation and facilitation skills
  • Objective, transparent, fact-based and value-focused communication style
  • Ability to work effectively and efficiently toward goals in a complex, diverse environment with multiple and changing demands
  • Proven ability to direct the efforts of others
Responsibilities
  • Perform advanced level project management from project initiation through completion for strategic investments across the enterprise.
  • Work with key stakeholders, including senior leaders, executives, and business unit relationship managers to clearly define project scope, vision and approach to meet business needs and achieve defined objectives.
  • Ensure projects are documented, prioritized and executed to address project requirements and to mitigate potential project risks.
  • Provide 1st and 2nd level as needed operational support for the Clarity PPM application for 10,000+ users to include incident triage, troubleshooting, tracking to resolution and communicating updates via ServiceNow.
  • Provide solutions-based business requirements, and following standard development processes to include custom objects and attributes, queries, portlets, processes, reports and jobs.
  • Familiar with inbound/outbound integrations to support business functions such as resource management and time entry.
  • Ability to provide support after hours as needed for critical incidents and/or project deliverables.

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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