Full-Time

AJO Journey Builder

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

Category
Growth Marketing
Growth & Marketing
Required Skills
Market Research
Python
JavaScript
SQL
Java
SEO
Marketing
Data Analysis
HTML/CSS
Requirements
  • Bachelor’s degree in Marketing, Communications, Business Administration or related field, or equivalent education and related training
  • Five years of related experience or an equivalent combination of education and experience
  • In-depth knowledge of marketing technologies and journey building platforms, such as AJO (Adobe Journey Optimizer)
  • In depth knowledge of principles, practices, methodologies associated with the Marketing discipline and (e.g., Marketing P’s, Market research, analytics, digital)
  • Experience managing projects or project work streams and works as an Individual Contributor
  • Knowledge of the industry's competitive landscape and the factors that differentiate Truist and its competitors in the market
  • Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders
  • Ability to provide direction, and mentor less experienced teammates
  • Proficient in audience targeting and working knowledge of various programming languages (Java, JavaScript, HTML, CSS, XML, Python, SQL)
Responsibilities
  • Research, develop and execute strategies for Truist channels which increase acquisition, retention, profitability and cross-sell of clients across Truist’s product lines.
  • Develop digital marketing channels/tactics such as web, social media, email marketing, marketing automation, paid advertising, search engine optimization and content marketing to increase product adoption and utilization.
  • Partner with lines of business (LOB) and marketing strategists and product team members to develop product specific roadmaps which assist in achieving LOB goals through digital marketing strategies.
  • Demonstrate a solid understanding of the consumer behavior model and user journeys, and how both are applied to banking products and services. Increase Truist product awareness, consideration, and acquisition by aligning consumer needs with Truist offerings throughout the consumer behavior process.
  • Leverage web analytics and performance data to develop and refine digital marketing strategies, improve conversion rates and enhance client experiences across digital devices. Maintain appropriate reporting capabilities in order to establish and track KPIs, and communicate the value of web properties and digital marketing strategies to LOBs and senior management.
  • Collaborate with cross-functional technical and management teams to create innovative and differentiating client experiences while proactively managing shifting business and marketplace dynamics.
  • Stay current on the changes taking place in the digital environment. Research and evaluate industry trends, the competitive environment and emerging technologies. Adjust strategies accordingly to ensure Truist remains at a competitive advantage.
  • Strong quantitative, technical, analytical and problem-solving skills, with an aptitude for measuring results and identifying actionable insights.

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 and serve more clients at lower costs. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces 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

24%

1 year growth

40%

2 year growth

73%
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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