Full-Time

WPI Planning and Implementation 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
Requirements
  • Language Fluency: English (Required)
  • Strong project leadership skills
  • In-depth platform and business knowledge
  • Subject matter expertise in best practices in project design, management and governance
  • Solid risk management skills in complex risk environment
Responsibilities
  • Responsible for leading the end-to-end planning, execution, implementation and governance adherence for a broad array of initiatives related to a specific platform or value stream supporting Wholesale’s business activities and clients.
  • Lead owner of end-to-end planning and implementation for key Wholesale and select enterprise initiatives (on behalf of Wholesale)
  • Manages large, complex initiatives and projects through their full lifecycle, including early stage evaluation, planning, design, delivery and post-implementation assessment
  • Leverages subject matter expertise in best practices in project design, management and governance to ensure efficient and effective design, delivery and implementation of initiatives
  • Leads, manages and coaches broad cross-enterprise stakeholders and project teams that span multiple business and functional units to capture and address requirements, align priorities, create execution plans, drive progress and realize expected outcomes / business benefit
  • Responsible for assessing and addressing upstream and downstream impacts and risks, spearheading the development of necessary mitigation, escalation and backup plans
  • Provides clear guidance, sound decision-making, proactive roadblock resolution, and effective challenge to ensure projects are designed and implemented in accordance with strategic intent, committed timelines, budget expectations and program / project standards
  • Manages and leads through complex, unstructured situations
  • Develops and maintains effective internal working relationships across a variety of business and functional partners
  • Ability to influence across a broad spectrum of partners and complexities, including leaders at senior and executive levels
  • Applies solid risk management skills in complex risk environment

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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