Full-Time

IT Project Manager I

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
IT Project Management
IT & Security
Business & Strategy
Requirements
  • Bachelor’s degree in Business or technology-related field, or equivalent education and related training
  • Six 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
  • Provide leadership in managing critical day-to-day program/project elements including: project vision/objectives, financials, scope, quality, schedule, resourcing, vendor management, dependencies, risks, status reporting, stakeholder engagement, business readiness/change management, and value realization necessary to deliver specified requirements, objectives and value.
  • Work cross-functionally to solve problems and implement changes and ensure appropriate and professional communication among project stakeholders.
  • Manage projects through the project lifecycle. Document the project charter, roles, tasks and measures of success. Evaluate progress and quality, manage issue resolution and take corrective action as necessary.
  • Ensure adherence to Truist Project Office and other applicable Corporate policies and processes.
  • Proactively develop innovative approaches, risk mitigation strategies, quality control and continuous improvement.
  • Provide feedback to group managers regarding the work performance of members.

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 and serve more clients at lower costs. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces 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