Full-Time

Senior Consultant – Promotions Marketing Small Business Lead

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

Category
Growth Marketing
Growth & Marketing
Required Skills
Market Research
Marketing
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

You match the following Truist's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree in Marketing, Communications, Business Administration or related field, or equivalent education and related training
  • Five years of related experience or an equivalent combination of education and experience
  • In-depth knowledge and expertise of principles, practices, theories, and/or methodologies associated with the Marketing discipline (e.g., Marketing P’s, Market research, analytics, digital)
  • Experience managing or leading projects or project work streams and operates as a lead in a specialty capacity
  • Knowledge of the industry's competitive landscape and the factors that differentiate Truist and its competitors in the market
  • Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders
  • Ability to provide direction, coaching and mentor experienced teammates
  • Fluent in Excel and PowerPoint, preparing presentations for senior level teammates
Responsibilities
  • Develop and direct the design and operational strategy for Small Business Promotional Offers.
  • Lead all aspects of promotional offer research and development to ensure competitive and well executed offer design.
  • Provide direction for promotion readiness and servicing strategy to ensure excellence in execution and an optimal client experience.
  • Manage the day to day operational processes for all managed offers.
  • Ensure use of workflow tools, checklists, and timelines to ensure offers are launched error free and on time. Identify and recommend improvement opportunities to increase efficiencies and minimize risk.
  • Manage promotional requests and provide recommendations to Promotions Manager on capacity and/or capability needs to facilitate new requests.
  • Identify key measures to complement KPI tracking and/or provide insights on campaign performance, enhancement needs, risk analysis. Create summary level reporting for socialization with internal clients, the head of Marketing Operations, and where required, the Marketing Leadership team.
  • Lead sales error and complaint analysis and reporting and provide recommendations for promotion design enhancements and promotion tool functionality enhancements. Track risks related to Teammate Execution and provide recommendations for channel training. Ensure data is available for summary level reporting as necessary for risk related projects and/or KPI reporting.
  • Contribute new and trending ideas to offer development and promotional capabilities by staying abreast of promotional offers/best practices within and outside the financial services industry.
  • Minimize risk in promotion design by understanding and adhering to regulations related to promotional offers and proactively fostering collaboration with Legal, Compliance, and Tax (as applicable).
  • Contribute to overall team projects including but not limited to promotions platform enhancements, process design and improvement, and development of new promotional marketing capabilities.
Desired Qualifications
  • MBA degree
  • Seven years of Loyalty Program or Incentive Based Promotion experience
  • Experience in directly managing others
  • General Understanding of Agile Practices

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