Full-Time

WBE Data & Governance Integration Lead

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 + 1 more

More locations: Atlanta, GA, USA

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Data Analysis
Requirements
  • At least 10 years in financial services/project management capacity
  • Ability to influence across a broad spectrum of partners and complexities, including senior executives at the highest level of the bank.
  • Demonstrates a high degree of initiative and ownership and ability to navigate ambiguity, leading and driving program deliverables
  • Experience implementing complex project implementations
  • Strong leadership capabilities, goal-oriented, action-focused, with excellent interpersonal and communication skills
  • Ability to creatively problem solve
  • Ability to work effectively and efficiently toward goals in a complex, diverse environment with multiple and changing demands
Responsibilities
  • Responsible for coordinating data and analytics execution for a team of analytics professionals by establishing execution standards and ensuring adherence, workflow/demand management, prioritization, project documentation, progress monitoring and preparing executive level updates for senior leaders and LOB partners.
  • Responsible for coordinating Data Risk Transformation and data management execution for the team of Wholesale Data Steward professionals by tracking workflow/demand management, prioritization of new asks, and monitoring timely execution including progress updates for senior leaders, and partners.
  • Provide leadership in managing multiple projects by facilitating project charter, scope, validation metrics, projecting milestones, resourcing, dependencies, risks, status reporting, stakeholder engagement, business readiness/organizational change management with partner teams, assist in marketing value to deliver specified requirements, objectives, and value.
  • Provide leadership, and direction for project team and business partners while working across teams to solve problems and implement changes. Assist Head of Wholesale Data, Analytics in project management and execution to solve business problems/needs and/or researching solutions for implementation.
  • Provide thought leadership and proactively develop innovative approaches to analytics execution, uncover optimization opportunities, risk mitigation strategies and quality control and assist in continuous improvement.
  • Escalate issues and risks to management with suggested mitigation options to align with execution goals and expectations.
  • Evaluate current and forward-looking demand for capacity management and re-prioritization based on strategic business needs and implementation demands. Track and monitor capacity and team performance to ensure effective project execution against milestones.

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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