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Full-Time

Card Payment Operations Senior Analyst

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Goldsboro, NC, USA

Office-centric workstyle at posted location.

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Risk Management
Finance & Banking
Required Skills
Communications
Management
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
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 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, monetizing through a custodian service that helps RIAs reduce overhead costs. 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

8%

1 year growth

19%

2 year growth

46%
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.