Simplify Logo

Full-Time

Client Marketing Group Senior Manager

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
General Marketing
Growth Marketing
Growth & Marketing
Required Skills
Agile
Segment
Marketing
Requirements
  • Bachelor’s degree in Marketing, Communications, Business Administration or related field, or equivalent education and related training
  • Ten years of related experience or an equivalent combination of education and experience, managing teams
  • Five years of experience in a product management/operational role (e.g. driving profit and loss (P&L) decisions, technology delivery)
  • Consumer/Commercial/Corporate/Wealth banking product and/or segment marketing experience
  • Demonstrated contribution to marketing strategy development to solve complex and/or unique operational problems
  • Sound and comprehensive understanding of business and organizational strategies and processes
  • Deep knowledge of current and emerging digital (technology) landscape and trends
  • Outstanding skills presenting/communicating ideas and data to executive-level leaders
  • Passion for the digital space
  • Strong strategic thinker; maintain the ability to quickly assess complex problems, prioritize key issues, and focus on relevant technology and business facts
  • Strong relationship building skills, with the ability to influence others at senior levels to adopt a new perspective
  • High-level of adaptability; respond appropriately and competently to the demands of work challenges when confronted with change, ambiguity, adversity, and other pressures
  • Strong presentation skills and communication skills
Responsibilities
  • Frame new and ambiguous business and technical issues to help shape the Truist digital vision, strategy, and long-term growth and innovation plans.
  • Possess a broad corporate perspective with knowledge across a variety of functional areas including technology, marketing, business lines, risk, legal, and compliance.
  • Have oversight of all new and existing end-to-end tasks and work-streams for individual channel and team roadmap development, including but not limited to recommending technology and marketing strategy opportunities.
  • Align with cross-functional leadership to ensure organizational and operational efficiency and effectiveness in delivering personalized, relevant and engaging digital experiences for clients and prospects leveraging data, marketing technologies, and SAFe (agile) process management.
  • Help identify and advance Best-in-Class marketing technical capabilities throughout the organization.
  • Help monitor the digital marketplace trends across all business lines and identify, prioritize and assess experience-related trends, business/service models and underlying enablers that meet core customer needs, make our businesses more profitable and align with Truist’s strategic priorities.
  • Lead fact-driven analysis of the market; develop points of view and recommendations that influence teams on top of mind customer experiences.
  • Frame complex business issues and strategies and present executive-level recommendations for action around new or emerging business opportunities in a concise and persuasive manner.
  • Be seen as an evangelist within the digital space by increasing awareness of the shifting landscape and bringing new insights.

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 a lower cost. Unlike competitors, Truist provides these services for free, monetizing through a custodian service that helps RIAs reduce overhead costs. 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

8%

1 year growth

19%

2 year growth

46%
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.