Full-Time

Client Marketing Group Senior Manager

Posted on 9/26/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Charlotte, NC, USA

Category
General Marketing
Growth Marketing
Growth & Marketing
Required Skills
Agile
Product Management
Marketing
Business Strategy
Data Analysis
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 enhance their operations and client experiences. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs serve more clients efficiently. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces overhead costs. The company's goal is to empower RIAs to grow their businesses while improving client satisfaction.

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 and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

Help us improve and share your feedback! Did you find this helpful?

INACTIVE