Full-Time

Enterprise Technology Change Portfolio Senior Consultant

Posted on 11/21/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
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.

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

24%

1 year growth

38%

2 year growth

74%
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.

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