Full-Time

Enterprise Technology Change Portfolio Senior Consultant

Posted on 1/14/2025

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
Risk Management
Data Analysis
Requirements
  • Bachelor’s degree and four to five (4-5) years of experience or equivalent combination in general business management or consulting, with a wide variety of exposure to senior business executives.
  • In-depth knowledge of principles, practices, theories, and/or methodologies associated with the professional discipline assigned (e.g., information technology, project management, finance, risk management, change management, etc.). Understand foundational concepts of other related professional disciplines.
  • Experience managing complex initiatives and projects with material strategic or operational impact to the business in terms of revenue, cost savings, or process improvement.
  • Ability to interpret and explain complex information to a range of senior executive audiences and build consensus among different stakeholders.
  • Advanced executive level communications skills, including persuasion, negotiation, and influence.
  • Experience leading, training, mentoring, and coaching other teammates.
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
  • Demonstrated experience facilitating strategic and annual planning cycles, including capturing strategic intent, rationalizing portfolios, and prioritizing initiatives for funding.
  • Strong understanding of portfolio management best practices, and how to align project portfolios with long-term business and IT strategies.
  • Excellent leadership skills with the ability to influence and build relationships across ET divisions.
  • Ability to analyze data, validate information and use insights to inform decision-making and optimize performance.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, aiming to reduce overhead costs for RIAs. The company's 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

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
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.

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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

INACTIVE