Full-Time

M365 Platform Engineer

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid

Raleigh, NC, USA + 1 more

More locations: Atlanta, GA, USA

Office-based position in Raleigh, NC or Atlanta, GA.

Category
DevOps & Infrastructure
Platform Engineering
Required Skills
PowerShell
Power BI
Requirements
  • Bachelor’s degree in Information Technology, related field or equivalent education and related training
  • Six years of experience or equivalent proficiency in application analysis and design
  • Excellent verbal and written communication skills
  • Ability to work independently or as a member of a team
  • Ability to direct and train other team associates
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Must know PowerShell and SharePoint
Responsibilities
  • Configure Power BI, Power Automate, Power Apps and Power Virtual Agents with in the M365 Truist tenants
  • Advise on how the Power Platform can be customized to meet our clients’ needs
  • Build a Power Apps component to meet a business need (small in scale)
  • Build a Power Automate Flow to automate a business process
  • Build a Power BI dashboard to provide actionable insights to a client
  • Develop PowerShell scripts for the team as needed
  • Tier 3 support for Power Platform Operations
  • Coordinate the installation and application enhancements and/or releases
  • Plan and execute appropriate testing (e.g. test plans, test cases, and test scripts) to comprehensively test assigned enhancements to business applications
  • Expand or modify applications to serve new purposes or improve

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. The platform includes tools like live chat support, commission-free trading, and an automated rebalancer, allowing RIAs to manage their businesses more efficiently and serve more clients at lower costs. Unlike competitors, Truist provides these services for free and monetizes through a custodian service that helps RIAs reduce overhead. The 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

N/A

Growth & Insights
Headcount

6 month growth

24%

1 year growth

38%

2 year growth

74%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $169M Series E funding round indicates strong investor confidence and provides substantial capital for further innovation and expansion.
  • Collaborations with leading providers like Orion Advisor Solutions and Kwanti enhance Altruist's platform capabilities, making it more attractive to RIAs.
  • Acquiring Shareholders Service Group expands Altruist's service offerings and client base, positioning it to compete with industry giants like Schwab and Fidelity.

What critics are saying

  • The competitive landscape in the RIA market includes established players like Schwab and Fidelity, which could challenge Altruist's growth and market penetration.
  • Rapid expansion and multiple integrations may lead to operational complexities and potential service disruptions.

What makes Truist unique

  • Altruist offers a simplified tech stack specifically designed for RIAs, unlike broader financial platforms that cater to multiple financial service providers.
  • Their commission-free fractional share trading and automated rebalancer features provide cost-effective solutions that are not commonly bundled together in competing platforms.
  • The vertically-integrated custodian service allows Altruist to streamline operations and reduce overhead costs for RIAs, setting it apart from traditional custodial services.

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