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Full-Time

Senior Commercial Journey Architect

Confirmed live in the last 24 hours

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
Project Management
Strategy Development
Business & Strategy
Required Skills
Agile
Data Analysis
Requirements
  • Bachelor’s degree required in related subject or equivalent education and related training with experience in business case generation
  • Five years of leadership experience operating in a Client Journey Room or Journey-led transformation environment
  • Five years leveraging human-centered and agile processes and principles
  • Seven years of experience in communicating cross-functionally and across management levels in formal and informal settings
  • Equal enthusiasm for high-level strategic planning and tactical daily execution
  • Experience defining/driving vision of experience programs and/or partnership based programs utilizing design thinking and prior journey experience
  • Strong portfolio of work demonstrating experience leading/managing the design of complex systems across multiple platforms
  • Ability to clearly articulate recommendation & decisions and understand the right questions to ask based on the audience for feedback
  • Proven ability to use data analytics, research and testing methodologies to drive business decisions, diagnose problems, and recommend action plans to resolve issues
  • Ability to lead cross-functional teams without formal authority
  • Comfortable managing concurrent efforts in a fast-based, results-driven environment
  • Comfortable with ambiguity, leading work autonomously, & independent decisioning
  • Experience in roles requiring strong communication and interpersonal skills & the creation and delivery of succinct presentations to explain and sell plans/vision, as well as understanding the right questions to ask based on the audience for feedback
  • Excellent discovery and facilitation skills (e.g. empathy interviews, Design Thinking, workshop development) as well as the ability to succinctly communicate findings and negotiate to deliver outcomes
  • Deeply passionate about the customer and ensuring their perspective is protected through the Client Journey Room
  • Excellent organizational and time management skills, attention to detail, as well as sharp analytical and problem-solving skills
Responsibilities
  • Lead cross-functional teams.
  • Facilitate progress check-ins/stand-ups and planning with business, design and technology partners.
  • Managing concurrent efforts in a fast-based, results-driven environment.
  • Orchestrate partners to garner a deep understanding of the competitive landscape, our client segments and that segment’s needs.
  • Drive partner alignment and approvals including legal, compliance, security, fraud and others, as needed.
  • Collaborate with a wide variety of partners to align on strategy and develop a delivery roadmap that supports client and business goals.
  • Forecast and measure impact of future state solution.
  • Collaborate and engage key stakeholders, including lines of business, operations, and other functional areas in the planning and execution of end-to-end client experiences.
  • Track and manage complex interdependencies - people, processes, data & technology.
  • Communicate the future state vision, priorities and efforts required, as well as timeline with subject matter experts.
  • Manage the backlog of ideas and a central view of change occurring in each of the client experience(s).
  • Collaborate and track product metrics to inform strategy and roadmap, sharing analysis with partners.
  • Work with partners to drive the necessary client and teammate facing readiness across all channels.
  • Communicate best practices and Journey methodology to relevant stakeholders at all levels of the business.
  • Establish an extensive knowledge of the people, tools and processes behind a given client journey.
  • Build and maintain a team of game changing talent.
  • Oversee the work of your team to ensure team members are progressing in a positive direction.
  • Direct activities for professional development of team members.
  • Inspire and motivate a world-class team of talented designers and cross-functional partners to do their best work.

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

10%

1 year growth

19%

2 year growth

51%
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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