Full-Time

Director of Wealth Client Experience and Integrated Relationship Management

Irm

Posted on 9/10/2024

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

Category
Asset Management
Commercial Banking
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Market Research
Requirements
  • Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience
  • General Securities Representative (Series 7 or equivalent) and Principal Manager (Series 24 or equivalent)
  • Ten years of financial services industry experience with progressively more responsibility
  • Seven years of experience in a formal leadership or management role
  • Advanced understanding of a broad range of financial planning and investment concepts, and an advanced working knowledge of retail banking
  • Excellent analytical, problem-solving, organizational and communication skills
  • Evidence of the ability to consistently make good decisions through a combination of analysis, wisdom, experience, collaboration and judgment
  • Ability to prioritize tasks and work well under pressure
  • Ability to keep abreast of, understand and communicate changing regulatory rules and procedures
  • Ability to effectively present information to top management, public groups and/or boards of directors
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Responsibilities
  • Implement strategies for Client Segmentation to include differentiated coverage models, client solutions, and the go-to-market approach for each segment; collaborate with data, technology and infrastructure teams to operationalize the client segmentation strategy throughout financial reporting, incentives and core systems
  • Negotiate and partner with cross-functional teams to develop products, services, pricing and experiences for Truist Wealth client segments (Signature, Reserve, GenSpring) and Specialty wealth programs (Medical, Legal, International Wealth, Sports & Entertainment, Foundations & Endowments)
  • Lead a team to create and deploy the Advisor Marketing Toolkit for Truist Wealth. This includes digital solutions supporting social media, client-facing pitchbooks program and content, email marketing tools and advisor websites. Work with sales leaders to promote advisor toolset to client prospecting and brand awareness
  • Partner with Retail and Small Business Banking (with an emphasis on Premier Banking) along with other Wholesale Banking Businesses (with emphasis on Commercial Community Bank and Corporate & Investment Banking) to align client segment value propositions and experiences
  • Partner with enterprise functions including Truist Digital, Payments and operation groups to build compelling client journeys and digital experiences, enabling client acquisition and the deepening of the client relationships
  • Lead and design client feedback programs to track and drive client loyalty. Leverage voice of the client and client advocacy programs to drive experience standards throughout Truist Wealth
  • Partner with market research teams on competitive intelligence / research measuring the efficacy of planning, service, accessibility of platforms and the client experience; partner with sales and marketing to promote competitive advantage while addressing uncovered gaps
  • Develop client and teammate communications in a consistent tone and voice, disseminating knowledge to advisors and teammates across Truist Wealth and externally to clients
  • Prioritize and lead client-related process and policy changes, ensuring regulatory compliance and prudent management of risk (ex., UDAAP, Fair Banking, Non-Branch Office, etc.)
  • Recruit, develop and retain a diverse workforce

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. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, aiming to reduce 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.
  • Partnerships with Orion and Kwanti enhance platform capabilities and market reach.
  • Increased demand for digital financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront could erode Altruist's market share.
  • Rapid tech advancements may strain Altruist's resources if not managed well.
  • Integration with third-party providers may lead to data security vulnerabilities.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading and automated rebalancing.
  • Altruist provides original content, offering actionable insights for independent financial advisors.

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