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
PowerPoint/Keynote/Slides
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)
  • 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
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

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

24%

1 year growth

43%

2 year growth

77%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance platform capabilities and market reach.
  • Increased demand for digital financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront could erode Altruist's market share.
  • Rapid tech advancements may strain Altruist's resources if not managed well.
  • Integration with third-party providers may lead to data security vulnerabilities.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading and automated rebalancing.
  • Altruist provides original content, offering actionable insights for independent financial advisors.

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