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

Fintech
Financial Services

Mid

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

This role requires in-office presence 4 days a week.

Category
Management Consulting
Consulting
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
  • Serves as an individual contributor with ownership in the EOS project pipeline. Prepares for and facilitates project intake review calls.
  • Maintains necessary project pipeline artifacts. Develops and maintains expertise/resources on Truist’s end-to-end change governance processes to guide and support EOS project manager adherence throughout the change lifecycle.
  • Supports the set up/progression of new projects in necessary governance applications. May include leading the coordination of change risk assessments across risk SMEs.
  • Creates and delivers reporting/presentations to project managers and various stakeholder groups, including senior Operations leadership. Ideates, proposes, and implements process improvements in the Operations change intake and management pipeline to enhance change governance, project delivery, and strategic effectiveness.
  • As necessary, supports recurring or ad hoc business management needs of senior leadership, including preparation/enhancement of Operations’ Monthly Business Review reporting or other collaborative/strategic planning needs.

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.

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