Full-Time

Real Estate Lending Marketing Program Manager

Posted on 4/18/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

No salary listed

Senior

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

Category
Project Management
Real Estate
Business & Strategy
Required Skills
Risk Management
Marketing
Data Analysis
Requirements
  • Bachelor’s degree in Marketing, Communications, Business Administration or related field, or equivalent education and related training
  • Seven years of related experience or an equivalent combination of education and experience
  • Deep specialized (SME) and/or broad knowledge within the marketing (or related) discipline; sound and comprehensive understanding of business and organizational strategies and processes managing a process
  • Real Estate Lending marketing experience
  • Ability to interpret internal and external business challenges and implement best practices to improve products, processes, or services
  • Ability to lead projects of significant complexity and risk exposure, in addition to leading a team of professionals
  • Demonstrated budget management experience
  • Ability to exercise independent judgment in solving technical, operational, and organizational challenges in the context of business objectives and priorities
  • Sophisticated understanding of clients through interpretation and user research and analytics
  • Strong relationship building skills resulting in the ability to influence others to adopt a new perspective
  • Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry
  • Strong presentation skills and communication skills
Responsibilities
  • Set direction for marketing programs and communicate individual and team priorities and develop talent
  • Develop marketing strategies intended to achieve operational and financial results using all marketing channels including digital
  • Lead highly complex and visible projects with notable risk and complexity while managing deliverables for the team against expected results
  • Identify and resolve technical, operational, risk management, business, and organizational challenges
  • Make leadership decisions within established policies, procedures, and established objectives
  • Monitor client needs and competitive market place, and provides ongoing marketing support that ensures the competitiveness of offered products and services
  • Develop and manage budget and resource allocation
  • Typically manage a team of professional-level contributors and/or large-scale programs. This role may be an individual contributor role that has strategic influence (complex long-term planning of business initiatives and outcomes) on a large part of Truist's organization, typically a LOB or a segment.
Desired Qualifications
  • MBA or Master’s degree in related field
  • Fifteen years of experience or an equivalent combination of education and work experience
  • Series 6, 7, 24 license

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, allowing RIAs to manage their businesses more efficiently. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, helping RIAs reduce costs. The company's goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

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.
  • Demand for digital transformation in financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate.
  • Rapid tech advancements may increase Altruist's operational costs.
  • Expansion into San Francisco could raise recruitment and retention costs.

What makes Truist unique

  • Altruist offers a simplified tech stack for efficient RIA management.
  • The platform includes commission-free trading and automated rebalancing features.
  • Altruist provides original content and fast onboarding for financial advisors.

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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

Growth & Insights and Company News

Headcount

6 month growth

5%

1 year growth

1%

2 year growth

0%
Wealth Management
Mar 14th, 2025
WealthStack Roundup: Altruist Fills CTO Vacancy

RIA custodian upstart Altruist this week announced the hiring of Silicon Valley insider Sumanth Sukumar as its chief technology officer.

Business Wire
Mar 12th, 2025
Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage

To establish a hub for engineering innovation and strengthen its technology leadership, Altruist is expanding its presence with an office in San Francisco.

Business Wire
Oct 2nd, 2024
LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer

Vaughn joins Altruist from Bestow, where he served as Chief Compliance, Ethics, and Risk Officer, leading teams that mitigated regulatory risk for online insurance products.

Wealth Management
Sep 24th, 2024
Altruist Adds Digital Fixed Income Trading to Platform

RIA custodian Altruist has launched fully digital fixed-income trading for advisors.

Arena Investor
Aug 29th, 2024
Announcement: Arena Investor Partners with Altruist

Announcement: Arena Investor partners with Altruist.