Full-Time

Cybersecurity – Senior Change Delivery Lead

Posted on 11/6/2024

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

This is a remote opening, but specific locations in Charlotte, NC and Atlanta, GA are provided.

Category
Cybersecurity
IT Project Management
IT & Security
Required Skills
Agile
Requirements
  • Bachelor’s degree in a business-related field, or equivalent education and related training
  • 10 years of experience in consulting, project management or process improvement related role.
  • Advanced understanding of project management framework and demonstrated ability to implement large scale initiatives and ability to bring clarity to ambiguous assignments.
  • Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies
  • Advanced understanding of process improvement methodologies (e.g., Six Sigma)
  • Experience with Waterfall and Agile project management methodologies
  • Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems
  • Strong organizational skills and attention to detail.
  • Strong communication skills, both written and verbal, with ability to influence others and facilitate difficult conversations with leadership
  • Demonstrated ability to analyze complex problems, devise solutions and make decisions under pressure.
  • Ability and willingness to learn and adapt as the needs of the job change
  • Demonstrated proficiency in computer applications, such as Microsoft Office software products
  • Ability to travel as needed, occasionally overnight
Responsibilities
  • Manages the intake, planning, business readiness, and execution of assigned initiatives.
  • Leads and influences cross functional teams to effectively deliver project objectives including a successful communication and training plan.
  • Oversees and/or prepares and maintains necessary project materials and artifacts. Ensures project documentation has appropriate level of traceability, tracking all impacts to completion and knowledge delivery to impacted audiences.
  • As appropriate, systematically review components of processes/programs to identify potential areas of improvement based on cost/benefit analysis, client impact and/or regulatory requirement. Identify and systematize best practices to reduce unneeded process variation and improve service quality and efficiency.
  • Establishes and maintains relationships with all stakeholders ensuring coordination across cross-functional teams and obtains leadership support and buy-in of delivery plan.
  • Will serve as an individual contributor with ownership of multiple complex project portfolios and will have indirect leadership of junior level internal and external resources, directing their day-to-day project activities and reviewing their work including providing project-related performance reviews to their direct leader. May manage a team providing a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values.

Truist offers a platform for Registered Investment Advisors (RIAs) to enhance their operations and client interactions. The platform includes tools like live chat support, commission-free trading, and an automated rebalancer, allowing RIAs to serve more clients efficiently. Unlike competitors, Truist provides these services for free, monetizing through a custodian service that helps RIAs reduce costs. The goal is to empower RIAs to grow their businesses and improve 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 Altruist's platform capabilities.
  • Increased demand for digital transformation supports Altruist's tech-focused solutions.

What critics are saying

  • Competition from Betterment and Wealthfront may erode Altruist's market share.
  • Continuous platform updates may increase operational costs for Altruist.
  • Integration challenges with Orion and Kwanti could impact user satisfaction.

What makes Truist unique

  • Altruist offers commission-free fractional share trading, unlike many competitors.
  • The platform includes a model marketplace and automated rebalancer for RIAs.
  • Altruist provides original content for financial advisors, enhancing their client engagement.

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