Full-Time

Wholesale Payments Product Commercialization Manager

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
Product Management
Product Marketing
Product
Required Skills
Sales
Product Management
Requirements
  • Bachelor's degree in related field or an equivalent combination of education and related work experience
  • Knowledge of designing and implementing go-to-market/launch plans, including teammate engagement and readiness programs
  • 5+ years of product management, product development or sales experience of financial or treasury products and/or services, or equivalent experience such as financial services consulting
  • Project management experience
  • Excellent verbal, written communication and presentation skills
  • Demonstrated ability to work collaboratively across organizations and stakeholders to drive results
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Responsibilities
  • Partner with the project team and other stakeholders to appropriately plan for change events
  • Ensure effectiveness through consideration of readiness, capacity to absorb change, bundling of related initiatives, unique stakeholder considerations, change leadership, etc.
  • Develop stakeholder and client analyses that identify change impacts and guide development of the launch approach
  • Lead the development of the launch strategy, ensuring alignment on the positioning, key benefits, and target clients by segment and industry
  • Develop, maintain and drive execution of the launch plan
  • Develop the messaging framework around the launch for use in reaching different audiences
  • Ensure key stakeholders are engaged and leveraged in the efforts to drive adoption
  • Partner with the project team to assess post launch effectiveness and identify improvement opportunities
  • Adhere to and follow all applicable policies and procedures; proactively escalate issues and risks to senior leadership's attention

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

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.
  • Collaboration with Orion enhances performance reporting capabilities for RIAs.
  • Digital fixed-income trading launch expands Altruist's service offerings.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Frequent platform updates may increase operational costs and disrupt services.
  • Reliance on free service model could be vulnerable to market demand shifts.

What makes Truist unique

  • Altruist offers commission-free fractional share trading, attracting cost-conscious RIAs.
  • The platform includes a model marketplace for personalized investment strategies.
  • Altruist provides a vertically-integrated custodian service to streamline RIA operations.

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