Full-Time

Card Payment Operations Senior Analyst

Posted on 9/13/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Senior

Goldsboro, NC, USA

Office-centric workstyle at posted location.

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Risk Management
Finance & Banking
Requirements
  • Ability to work in an area governed by production standards and under pressure to meet critical deadlines
  • Bachelor's degree with a concentration in Business Analysis, Business Administration or Business Management, Finance or equivalent
  • 7 to 10 years of demonstrated performance in leading operations and guiding teams or projects in pursuit of corporate goals, or equivalent experience in financial services industry
  • Ability to comprehend, analyze and interpret complex business situations
  • Effective time management skills to prioritize and manage department's ability to meet deadlines
  • Strong analytical, strategic planning and logistics skills
  • Hyper focus on performance tracking and improvement
  • Strong attention to detail and methodical in execution
  • Proven experience with management within an operations environment management new process and systems implementation
  • Exceptional written and verbal communication skills, especially the ability to adjust communication style to different audiences and levels of management
  • Collaborative, team oriented, and mission-driven
  • Ability to maintain a positive attitude while multi-tasking and work efficiently in a fast-paced environment
  • Successful at managing, coaching and mentoring teams.
  • Strong process improvement skills (ability to develop and implement processes)
  • Demonstrated leadership and interpersonal skills
  • Excellent computer skills and knowledge of MS Office
  • Master's degree with a concentration in Business Analysis, Business Administration or Business Management, Finance or equivalent (Preferred)
  • Operations experience in start-up environment (Preferred)
  • Six Sigma training (Preferred)
Responsibilities
  • Communicate and collaborate cross-functionally with Card Payments teammates and Senior Manager to understand, implement and support key strategic initiatives and solve operational issues.
  • Engage team to develop a culture of continuously identifying, prioritizing, planning and implementing process improvement of operations across products through ongoing communication and best-practice sharing.
  • Work with management to establish, track and report key process indicators, performance metrics other measurable goals that ensure team success. Track and maintain expenses in compliance with budget goals. Prepare and maintain departmental reports, logs and documents in a timely, efficient and accurate manner, in accordance with established retention schedules and corporate and departmental guidelines.
  • Oversee internal and external partner relationships in support of products, services and systems
  • Manage and drive employee engagement activities. Maintain positive working relationships between peers, managers and internal partners.
  • Plan and oversee strategic initiatives, operational plans, and/or projects, significant to the success of the organization within operations. Lead coordination, planning, scheduling and execution of activities within assigned team. Create and deliver training to team or individuals Train, mentor, and coach team members on appropriate productivity, processes and procedures. Demonstrates continuous initiative and provide recommendations for improving processes including reinforce policy and procedure compliance.
  • Mitigate risk exposure and protect client confidentiality. Monitor and enforce use of internal policies and procedures, report deviation or risks. Ensure teammate and departmental compliance with Truist Information Security standards.
  • Monitor production and personnel statistics and reporting in support of department operation.
  • Establish and implement short- and long-term organizational goals, objectives, strategic plans, policies, and operating procedures, monitors and evaluates operational effectiveness, and effects changes required for improvement
  • Lead and develop staff to ensure goals, deadlines, and objectives are met. Make recommendations for assigned personnel regarding employment, career development, performance evaluations, salary changes, promotions, disciplinary actions, transfers and terminations within established policies and guidelines. Participates in the Recruiting and Selection process as appropriate. Conduct performance reviews and implements corrective action as appropriate.

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 fractional share 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 and monetizes through a vertically-integrated custodian service. The goal is to help RIAs grow their businesses and enhance client experiences.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

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

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

4%

2 year growth

2%
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.

Wealth Management
May 2nd, 2024
Altruist Raises $169M in Latest Funding Round

Yoonkee Sull, general partner at ICONIQ Growth, will join Altruist's board of directors as a result.

Finsmes
May 2nd, 2024
Altruist Raises $169M in Series E Funding

Altruist, a Los Angeles, CA-based custodian for independent RIAs, raised $169M in Series E funding

INACTIVE