Full-Time

Marketing Integration and Enablement Manager

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Expert

Charlotte, NC, USA

Category
General Marketing
Growth Marketing
Growth & Marketing
Required Skills
Agile
Communications
Marketing
Requirements
  • Bachelor’s degree in Marketing, Communications, Business Administration or related field
  • Ten years of related experience or an equivalent combination of education and experience
  • Deep specialized expertise (SME) within specific marketing and/or operational disciplines (e.g. Agile, marketing process, etc.). Sound and comprehensive understanding of business and organizational strategies and processes managing a process.
  • Ability to interpret internal and external business challenges and implement best practices to improve products, processes, or services
  • Ability to lead projects of significant complexity and risk exposure, in addition to leading a team of professionals
  • Ability to exercise independent judgment in solving technical, operational, and organizational challenges in the context of business objectives and priorities
  • Sophisticated analytical skills and the ability to solve complex technical and business problems
  • Ability to influence others to adopt a new perspective
  • Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry
Responsibilities
  • Partner with key senior leaders in marketing and across lines of business, channels, IT and other areas to develop, implement and integrate business solutions that will increase marketing effectiveness.
  • Provide focused leadership on short-term execution opportunities and long-term operational strategies that will drive continuous improvement.
  • Ensure that programs are resourced appropriately and for flawless execution and that deliverables are focused on and prioritized to achieve operational and financial goals of the program or line of business.
  • Roll up sleeves to ensure project timelines and budgets are met.
  • Complete opportunity sizing, establish key performance indicator (KPI) tracking and reporting and provide insights and analysis to keep stakeholders up-to-date on progress.
  • Prepare senior leaders and teams for new process design and development programs to (e.g. Agile methods, etc.) ensure capabilities are launched with minimal risk and focused on optimal client and teammate experience.
  • Provide strategic advice for how the individual’s area of expertise should be represented on the overall Operations and Program Management roadmap.
  • May manage a team of professionals who can help expand the impact of these efforts.
  • Manage budgets that are needed to complete relevant programs and projects.
Desired Qualifications
  • Banking or financial services experience
  • PMP, Six Sigma Green Belt, Lean or Agile certifications

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. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, aiming to reduce 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

5%

1 year growth

0%

2 year growth

0%
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