Full-Time

Enterprise Skills Leader

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

Category
Strategy Development
Business & Strategy
Requirements
  • Bachelor’s degree and 12+ years of relevant experience in Talent Management, Organization Development/Effectiveness, Learning, or an equivalent combination of education and work experience
  • Demonstrated proficiency developing strategy and implementing human capital initiatives that have require complex/integrated solutions (e.g., technology, processes, policies, tools, change management)
  • Ability to drive execution while keeping focus on the big picture; able to connect the dots across multiple pieces of work
  • Ability to consult and influence others at senior levels on new perspective and complex issues.
  • 7+ years experience leading a team of professional-level contributors and/or working with external partners to deliver solutions.
  • Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry.
  • Master’s degree preferred in HR, Organization Psychology or other related fields of study
  • Prior work leading skills based solutions
  • Experience working multiple industries to include financial services
Responsibilities
  • Lead Skills Strategy for Truist; identifies, evolves and articulates long-term vision, objectives and outcomes for skills strategy. Develops a comprehensive skills transformation roadmap (prioritizes use cases and develops plans for specific skills use case implementation)
  • Leads team a team of individual contributors responsible for designing and implementing skills related policies, programs, procedures to include: Truist Skills Assessment Policy and Framework, Creation and maintenance of the Truist Skill Inventory, Identification of current skill gaps as well as emerging critical skill needs to ensure sufficiency capability in identified roles across the business as part of Truist’s Strategic Workforce Planning Framework, Identify, track and report on skills KPI’s for reporting business, risk partners, and regulatory partners as needed
  • Partners with SWFP team to fully implement skills framework for SWFP audiences and conduct assessments for these audiences as needed. Engage partners on consultation to close skill gaps.
  • Defines and owns skills governance, policies, processes, and procedures for all skills use cases
  • Partners with HR COE leaders on skills implementation in their practices.
  • Partners with Tech leaders to create a dynamic foundation of technology for long term roadmap
  • Promotes a skills-driven culture aligned with Truist’s Purpose Mission and Values and Teammate Value Proposition

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

N/A

Growth & Insights
Headcount

6 month growth

24%

1 year growth

38%

2 year growth

74%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $169M Series E funding round indicates strong investor confidence and provides substantial capital for further innovation and expansion.
  • Collaborations with leading providers like Orion Advisor Solutions and Kwanti enhance Altruist's platform capabilities, making it more attractive to RIAs.
  • Acquiring Shareholders Service Group expands Altruist's service offerings and client base, positioning it to compete with industry giants like Schwab and Fidelity.

What critics are saying

  • The competitive landscape in the RIA market includes established players like Schwab and Fidelity, which could challenge Altruist's growth and market penetration.
  • Rapid expansion and multiple integrations may lead to operational complexities and potential service disruptions.

What makes Truist unique

  • Altruist offers a simplified tech stack specifically designed for RIAs, unlike broader financial platforms that cater to multiple financial service providers.
  • Their commission-free fractional share trading and automated rebalancer features provide cost-effective solutions that are not commonly bundled together in competing platforms.
  • The vertically-integrated custodian service allows Altruist to streamline operations and reduce overhead costs for RIAs, setting it apart from traditional custodial services.

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