Full-Time

HR Project Manager 2

Posted on 11/18/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid, Senior

Atlanta, GA, USA

Category
Project Management
People & HR
Business & Strategy
Requirements
  • Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience.
  • 5-7 years progressive related experience in either a consulting, project management or process improvement related role.
  • Expert-level understanding of project management framework and methodologies.
  • Highly developed skills and experience in developing and implementing processes, standards and operational plans that will have an impact on the achievement of functional results.
  • Proven leadership in the implementation of complex projects, issue resolution, communication, interpersonal and negotiation skills.
  • The ability to communicate with and influence others, conduct difficult negotiations and manage to stringent timelines for project deliverables.
  • Expert-level cost and risk management skills. Demonstrated advanced understanding of business and technology organization, resources, priorities, needs and policies.
  • Proven ability to make decisions under pressure and bring clarity to ambiguous assignments. Demonstrated ability to effectively manage time, delegate and problem-solve. Advanced working knowledge of business matters, finance, planning, and forecasting.
Responsibilities
  • Provide comprehensive and customized project management support to HCBE team for strategic HR COE initiatives such as performance management, talent management, and change management programs and processes.
  • Create advanced presentations on HR processes and programs for use with business executives.
  • Create and execute implementation and customized communication plans for business unit HR initiatives.
  • Work independently and follow project management disciplines.
  • Support special HR projects as appropriate, which typically will include audits, merger and acquisition (M&A) activity, divestitures and internal HR project teams.
  • Establishes and maintains relationships with all stakeholders.
  • Performs risk management to minimize project risks. Identifies/resolves obstacles to completing project on time and within budget.
  • Creates and maintains comprehensive project documentation. Identifies and resolves difficult complex issues, reports and escalates to management as needed.
  • Serves as an individual contributor with responsibility in a professional or technical discipline or specialty.

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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