Full-Time

IAM Lead Strategist

SQL Developer

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid, Senior

Raleigh, NC, USA + 2 more

More locations: Charlotte, NC, USA | Atlanta, GA, USA

Category
Data Management
Data Engineering
Data & Analytics
Required Skills
SQL
Requirements
  • Bachelor's degree in business administration, technology related field or equivalent education and related training
  • Excellent ability to express complex multi-disciplinary technical and business concepts in terms that are understandable to all levels of Lines of Business and corporate management both verbally and in writing.
  • Strong working knowledge of cybersecurity terms, concepts, disciplines, frameworks, best practices, and industry/regulatory requirements
Responsibilities
  • Lead collaboration efforts with internal and external IT service providers and business units in evaluating and gathering technical requirements for business clients’ information security initiatives.
  • Lead cross-functional teams and shape client expectations by driving initiatives and matching outcomes to expectations.
  • Provide leadership and direction to ensure program elements including risk assessments, application development, project management, and ongoing operations reflect CIS requirements.
  • Act as a thought leader and trusted partner enabling business units to more aggressively leverage its capabilities to drive business value and strengthen its role in upholding Truist's competitive advantage.
  • Drive initiatives that improve communication and documentation of potential solutions, impact analysis, benefits/risks, implementation requirements, and recommended approach.
  • Advise and consult on options, improvements, cost savings opportunities and cross-project impact to other business processes and systems priorities.
  • Remain aware of the corporate technology, infrastructure, standards, processes, and strategic direction and use these tools to help guide the client in accomplishing their business goals.

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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