Full-Time

Incident Management Lead

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Charlotte, NC, USA

Category
IT Project Management
IT & Security
Requirements
  • Bachelor’s degree and 15 to 20 years related experience or equivalent combination.
  • Excellent knowledge of technical management and data governance.
  • Knowledge of current trends in IT hardware and systems software field.
  • Database management skills with the ability to produce reports.
  • Familiarity with the support and troubleshooting of personal computers and tablet devices.
  • Analyze situations, evaluate alternatives, and implement robust solutions.
  • Interpret guidelines and analyze information to adapt or modify processes in response to changing circumstances.
  • Duties may require non-routine analysis, research and follow-through.
  • Strong problem solving and analytical skills with the ability to work independently and exercise sound judgment.
  • Ability to make commitments and be willing to be held accountable against them, organizing workloads to meet deadlines.
  • Exhibit adaptability to accept or bring about change when needed.
  • Strong written and verbal communication skills.
  • Ability to excel in a team environment and advance overall team objectives.
  • Ability to ensure customer satisfaction by delivering excellence in products and service.
  • Ability to work and communicate with peers, vendors, internal staff, including software program leadership and others.
  • Consistently demonstrate professional, positive, and approachable attitude, demeanor and discretion.
  • Demonstrate sensitivity in handling confidential information.
  • Formulate and clearly communicate ideas to others.
  • Fluency in English.
  • Financial responsibility may include working within a budget to complete projects, negotiating and contracting with vendors and assisting with budget development.
  • Purchase equipment and supplies as provided for in the budget.
  • Ability to manage personnel with little supervision.
Responsibilities
  • Lead the incident management process to identify, analyze, and resolve incidents in a timely manner; Coordinate with various teams (IT, Operations, Support) to ensure effective incident response and resolution; Monitor incident trends and provide recommendations for improvement.
  • Serve as the primary point of contact for incident-related communications; Provide regular updates to stakeholders about the status of incidents; Ensure the major incidents are communicated promptly to management and affected parties.
  • Conduct post-incident reviews to identify root causes and prevent future occurrences; Collaborate with different teams to implement corrective actions and improvements.
  • Develop and maintain incident management policies, procedures and documentation; Identify trends in incidents and recommend enhancements to reduce incident frequency and impact.
  • Mentor and train team members in incident management processes and best practices; Lead incident management meetings and ensure effective communication within the team.
  • Develop and track key performance indicators (KPIs) to measure the success of transformation initiatives.
  • Ensure all reporting complies with relevant regulations and standards.
  • Responsible for procurement, installation and life-cycle maintenance of IT hardware and software (includes PCs, peripherals, servers, networking equipment, operating systems and other software).
  • Seek out unmet business needs and propose technology-based solutions where appropriate. Will lead the selection and implementation of these solutions.
  • Develop, gain approval for and manage a budget to accomplish goals.
  • Serve on the Company IT Steering Team, which oversees all aspects of the company’s information technology function.
  • Serve as the IT point of contact and accountable for the IT portion of new office setups, office expansions, etc. This includes relocation and/or installation of voice/data communications solutions, LAN and PC equipment.
  • Responsible for local IT vendor, contract and outsourcing management.
  • Responsible for monitoring data backups in offices to ensure that they are completed regularly.
  • Perform appropriate duties associated with project-based activities.
  • Responsible for the identification, development and communication of new technology standards and best practices as appropriate.
  • In cooperation with IT, local operations staff and key users, provide security, strategy, budgeting and disaster recovery/business continuity planning to offices and staff in multiple operating, business and functional units.
  • Serve as the technical and communications liaison to and from stakeholders and office key users for IT communications, initiatives, needs assessments, etc.
  • Provide new staff with PC/account setup and orientation.
  • Provide escalated technical support that requires an on-site presence (server, NAS, network or PC equipment failure), including data backup recovery.
  • Perform complex software/hardware troubleshooting, patches and re-installations in cooperation with the Enterprise Helpdesk and accordance with established SLAs.
  • Provide consulting/training/education services such as data management and staff training/orientation for standard systems.
  • Responsible for local inventory maintenance and software license agreements management (SLA’s).
  • Develop and monitors security compliance in accordance with IT standards, policies and procedures.
  • Responsible for maintenance of systems documentation such as IT operations manuals.
  • Management of new vendor relationships for specific initiatives.

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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