Full-Time

Change Execution Governance Consultant

Posted on 1/10/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Raleigh, NC, USA + 2 more

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

Open to remote talent, but specific locations are prioritized.

Category
Financial Planning and Analysis (FP&A)
Risk Management
Finance & Banking
Required Skills
Visio
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in Finance, Economics or business-related field, or equivalent education and related training
  • 7-10 years of experience in the financial services industry, preferably with a large financial services firm
  • Ability to work strategically and tactically, comfortable seeing and defining the “big picture” while overseeing details
  • Comprehensive knowledge of general banking, risk management, and audit practices
  • Excellent leadership ability and sound decision-making skills
  • Strong business acumen and organizational agility
  • Profound sense of ethics and the ability to deal with pressure from all areas of the business
  • Demonstrated executive level presence with expert level verbal and written communication skills
  • Strong skills in MS Office Suite (PowerPoint, Excel, Word, Visio, Project)
Responsibilities
  • Build out governance for the transformation initiatives (value stream-based solutions) from ground up for areas of assigned responsibility in collaboration with stakeholders and peers.
  • Build out project, program and initiative execution operating model for areas of assigned responsibility for the Enterprise across centralized PMO and all related and supporting stakeholder groups, inclusive of clearly defining the new model, roles and responsibilities and supporting processes from strategy through execution. This needs to support the new transformation initiatives as well as business unit led programs and projects.
  • Development of new governance and standards + better definition of projects for areas of assigned responsibility in collaboration with stakeholders and peers across the following:
  • Value stream initiatives and underlying projects
  • Business unit projects not aligned to value streams
  • Operating projects
  • Evaluation and refinement of the ECRA/ECRM process to align to transformation model and execution efforts.
  • Development of definitions for areas of assigned responsibility of how the SIC process will work for non-transformation / non-value stream items.
  • Support the on-going maintenance and training efforts for areas of assigned responsibility related to the items developed above.

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 a lower cost. Unlike competitors, Truist provides these services for free, monetizing through a custodian service that helps RIAs reduce overhead costs. 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

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