Full-Time

Change Delivery Analyst II

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

No salary listed

Mid, Senior

Charlotte, NC, USA

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Data Analysis
Requirements
  • Bachelor’s degree in a business-related field, or equivalent education and related training
  • 3-5 years of experience in consulting, project management or process improvement related role.
  • Advanced understanding of project management framework and demonstrated ability to implement medium scale initiatives.
  • Strong organizational skills and attention to detail.
  • Strong communication skills, both written and verbal, with ability to influence others and facilitate difficult conversations with leadership
  • Demonstrated ability to analyze complex problems, devise solutions and make decisions under pressure.
  • Ability and willingness to learn and adapt as the needs of the job change
  • Demonstrated proficiency in computer applications, such as Microsoft Office software products
  • Ability to travel as needed, occasionally overnight
Responsibilities
  • Leads or coordinates project planning activities for medium to large initiatives including gathering, analyzing, and presenting data needed for project decision makers.
  • Defines project scope and obstacles that would impact the success of the initiative. Identifies and supports required changes to scope or timeline throughout the project lifecycle.
  • Leads execution activities including defining and organizing milestones, teams and schedules to reach project objectives.
  • Prepares and maintains necessary project materials and artifacts, including business cases, prioritization, project plans/task lists, business readiness materials, and post-project follow up.
  • Gathers and analyzes data to draw thoughtful conclusions and recommendations to leadership
  • Provides tracking and reporting of project status to leadership and enterprise teams.
  • Creates process mapping for changes resulting from strategic projects including risks and controls and may recommend changes to existing processes to improve efficiencies.
  • Owns the intake of new project requests and coordination of projects within workstreams.
  • Establishes and maintains relationships with all stakeholders ensuring coordination across cross-functional teams.
  • Serves as an individual contributor with ownership of a project portfolio. May serve as a resource for junior level resources promoting a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values.
Desired Qualifications
  • Five years of experience in the financial services industry or consulting
  • Project Management Professional (PMP) Certification
  • Advanced understanding of process improvement methodologies (e.g., Six Sigma)
  • Experience with Waterfall and Agile project management methodologies
  • Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems

Truist offers a platform for Registered Investment Advisors (RIAs) to enhance their operations and client interactions. 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 and monetizes through a vertically-integrated custodian service, reducing overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and improve client experiences.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

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 Altruist's platform capabilities.
  • Demand for digital transformation in financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate.
  • Rapid tech advancements may increase Altruist's operational costs.
  • Expansion into San Francisco could raise recruitment and retention costs.

What makes Truist unique

  • Altruist offers a simplified tech stack for efficient RIA management.
  • The platform includes commission-free trading and automated rebalancing features.
  • Altruist provides original content and fast onboarding for financial advisors.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

5%

2 year growth

3%
Wealth Management
Mar 14th, 2025
WealthStack Roundup: Altruist Fills CTO Vacancy

RIA custodian upstart Altruist this week announced the hiring of Silicon Valley insider Sumanth Sukumar as its chief technology officer.

Business Wire
Mar 12th, 2025
Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage

To establish a hub for engineering innovation and strengthen its technology leadership, Altruist is expanding its presence with an office in San Francisco.

Business Wire
Oct 2nd, 2024
LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer

Vaughn joins Altruist from Bestow, where he served as Chief Compliance, Ethics, and Risk Officer, leading teams that mitigated regulatory risk for online insurance products.

Wealth Management
Sep 24th, 2024
Altruist Adds Digital Fixed Income Trading to Platform

RIA custodian Altruist has launched fully digital fixed-income trading for advisors.

Arena Investor
Aug 29th, 2024
Announcement: Arena Investor Partners with Altruist

Announcement: Arena Investor partners with Altruist.