Full-Time

Wholesale Business Insight Lead

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Winston-Salem, NC, USA + 3 more

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

Category
Business Research
Project Management
Business & Strategy
Required Skills
Data Analysis
Requirements
  • Bachelor's Degree
  • 8 years of related experience or an equivalent combination of education and experience.
  • Strong analytical skills with high attention to detail and accuracy
  • Sound and comprehensive understanding of business and organizational strategies and processes
  • Ability to interpret internal and external business challenges and implement best practices to improve products, processes, or services
  • Ability to lead projects of significant complexity and risk exposure
  • Ability to exercise judgment in solving technical, operational, and organizational challenges in the context of business objectives and priorities
  • Ability to influence others to adopt a new perspective
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to make timely and independent judgment decisions while working in a fast paced and results driven environment
Responsibilities
  • Designs and produces business reporting /competitive intelligence, to enable effective 'management by fact' decision making for leadership across Wholesale.
  • Develops and maintains strong working relationship at multiple levels, effectively engaging with senior leaders, front line teams and a wide variety of technical, risk and other functional partners across Truist.
  • Partners with internal data team to research, analyze, design data sources in information systems in support of projects, information needs, and changing business requirements.
  • Executes data and report validations to support ongoing quality assurance processes.
  • Drives efficiencies and automation in all reporting and analytic work, identifying process improvements, data quality enhancements and availability.
  • Applies a comprehensive understanding of how the organization operates to solve technical, operational, and business problems.

Truist offers a platform for Registered Investment Advisors (RIAs) to enhance their operations and client interactions. The platform includes tools like live chat support, commission-free trading, and an automated rebalancer, allowing RIAs to serve more clients efficiently. Unlike competitors, Truist provides these services for free, monetizing through a custodian service that helps RIAs reduce costs. The goal is to empower RIAs to grow their businesses and improve client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

43%

2 year growth

77%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform capabilities.
  • Increased demand for digital transformation supports Altruist's tech-focused solutions.

What critics are saying

  • Competition from Betterment and Wealthfront may erode Altruist's market share.
  • Continuous platform updates may increase operational costs for Altruist.
  • Integration challenges with Orion and Kwanti could impact user satisfaction.

What makes Truist unique

  • Altruist offers commission-free fractional share trading, unlike many competitors.
  • The platform includes a model marketplace and automated rebalancer for RIAs.
  • Altruist provides original content for financial advisors, enhancing their client engagement.

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