Full-Time

Wholesale Credit Delivery Project Manager

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

Category
Project Management
Business & Strategy
Required Skills
Visio
Word/Pages/Docs
Risk Management
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

You match the following Truist's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience
  • 7 years progressive related experience in either a consulting, project management or process improvement related role
  • Strong skills and experience managing to stringent timelines for project deliverables
  • Demonstrated understanding of business and technology organization, resources, priorities, needs and policies
  • Demonstrated leadership in the implementation of programs and projects
  • Ability to bring clarity to ambiguous assignments
  • Demonstrated senior level verbal and written communication skills
  • Superior working knowledge of business matters, finance, planning, and forecasting
  • Strong skills in MS Office Suite (PowerPoint, Excel, Word, Visio, Project)
Responsibilities
  • Lead initiatives in support of WCD end to end credit process
  • Be a risk SME
  • Participate fully on various cross Wholesale work streams
  • Keep current on trends and developments in lending in general and Wholesale lending, specifically. Provide consulting and SME involvement to other team members and departments related to the Credit Process and Issues Management
  • Drive projects from beginning to end, engaging with appropriate stakeholders
  • Analyze and collectively manage variances to the project/remediation plans
  • Excel at communication of updates and risks of project/remediation plans to stakeholders
Desired Qualifications
  • Advanced degree in a relevant field of work (e.g., MBA). PMP and/or PgMP
  • Certification in Lean Six Sigma or similar process improvement, facilitation, and project management methodologies
  • Experience implementing large/complex initiatives across a matrix organization
  • In-depth knowledge of management and planning systems theory and practical application to complex initiatives
  • Experience with financial measurements and metrics
  • Financial Services experience
  • Knowledge of business unit’s mission and processes

Truist offers a platform for Registered Investment Advisors (RIAs) to streamline their operations and improve client experiences. The platform includes tools like live chat support, commission-free fractional share trading, and an automated rebalancer, allowing RIAs to serve more clients at lower costs. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service. The goal is to help RIAs grow their businesses and enhance client satisfaction.

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