Full-Time

Change Risk Execution Consultant

PMLC and ECRE/Risk Management

Posted on 1/23/2025

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 Consulting
Consulting
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 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
  • Participate in the E2E lifecycle of a project. Prepare the project Points of Contact to start an Enterprise Change Risk Evaluation (ERCE), supporting project/risk evaluation timeline development.
  • Coordinate ECRE stakeholders, including Project Team, Governance & Control Officer(s), Risk Subject Matter Experts, and Business Unit Chief Risk Officers, to successfully execute the ECRE process in support of project/risk evaluation timelines.
  • Assist the LOB using offline tools to initiate ECRE activities and prepare for data upload to Archer.
  • Advise on the proper identification, documentation and approval of Risks, Controls, and Mitigation Plans of the project within the Archer ECRE Module. Ensure the LOB is adhering to the design expectations and is properly calibrating the impacts of those risks specific to the implementation or new steady-state at delivery.
  • Identify opportunities to collaborate on process improvements
Desired Qualifications
  • Experience with various types of project execution methodologies and/or change projects

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 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

INACTIVE