Full-Time

Strategic Execution Analyst-Consumer & Small Business Banking

Updated on 3/14/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

No salary listed

Senior

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

The position requires working four days per week in the office.

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Word/Pages/Docs
Business Strategy
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Strong academic credentials – college degree or equivalent education and related training or experience
  • 5-8 years of experience within consulting, business management, or financial services organization
  • Ability to present data and business considerations in a structured manner
  • Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word
  • Demonstrated understanding of business and technology organization, resources, priorities, needs and policies
Responsibilities
  • Perform detailed analysis on qualitative and quantitative data and translate to business impacts
  • Identify a range of business scenarios based on hypotheses, supported by data analysis
  • Connect data analysis to higher-level business strategy options / considerations
  • Understand strategic business goals, and identify what data points are needed to inform how to achieve business goals
  • Develop insights off quantitative and qualitative data analysis and summarize for senior team members
  • Help define logistics and approaches needed to operationalize business strategies
  • Develop and maintain sound project plan to deliver on time-bound business strategy assessments
Desired Qualifications
  • Background in financial services / banking industry
  • Project Management and/or Business Analyst experience
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to summarize complex, detailed analysis into executive-level summarize
  • Ability to lead by influence (relationship building)
  • Knowledge of consumer / small business / direct banking
  • MBA preferred

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 Size

501-1,000

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

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

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

4%

2 year growth

2%
Business Wire
Oct 2nd, 2024
LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer

Vaughn joins Altruist from Bestow, where he served as Chief Compliance, Ethics, and Risk Officer, leading teams that mitigated regulatory risk for online insurance products.

Wealth Management
Sep 24th, 2024
Altruist Adds Digital Fixed Income Trading to Platform

RIA custodian Altruist has launched fully digital fixed-income trading for advisors.

Arena Investor
Aug 29th, 2024
Announcement: Arena Investor Partners with Altruist

Announcement: Arena Investor partners with Altruist.

Wealth Management
May 2nd, 2024
Altruist Raises $169M in Latest Funding Round

Yoonkee Sull, general partner at ICONIQ Growth, will join Altruist's board of directors as a result.

Finsmes
May 2nd, 2024
Altruist Raises $169M in Series E Funding

Altruist, a Los Angeles, CA-based custodian for independent RIAs, raised $169M in Series E funding