Full-Time

Audit Manager

Wholesale Lending

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Compensation Overview

$95.2k - $180.8kAnnually

Senior

Raleigh, NC, USA + 5 more

More locations: Richmond, VA, USA | Chicago, IL, USA | Winston-Salem, NC, USA | Charlotte, NC, USA | Atlanta, GA, USA

Category
Auditing
Financial Analysis
Accounting
Required Skills
Risk Management
Data Analysis

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 accounting, business or related field or equivalent education and related training or experience.
  • Six to eight years of banking, auditing or other relevant experience related to area of responsibility.
  • Strong knowledge, ability and expertise in audit and other areas of banking and financial services.
  • Strong understanding of risk management and process concepts.
  • Strong analytical, facilitation, and interpersonal skills.
  • Demonstrated ability to grasp and communicate the underlying concepts in complex information.
  • Demonstrated ability to identify and communicate root causes of problems.
  • Demonstrated ability to formulate and communicate solutions based on a synthesis of information.
  • Strong written, verbal and negotiating skills.
  • Demonstrated strong proficiency in computer applications and proven experience with tools such as Microsoft Office software products.
  • Strong project management and advisory skills.
Responsibilities
  • Serve as Engagement Manager of high risk and more complex audit engagements by planning, scoping and developing the test plan, including incorporating the use of data analytics.
  • Effectively allocate resources and individuals in accordance with skills and schedules, to complete assignments within budget.
  • Set clear quality expectations based on Truist Audit Services standards and analyze/review process documentation to evaluate effectiveness and efficiency.
  • Develop meaningful, relevant, and well-supported audit reports that align with Truist's risk appetite framework and present these reports to key department stakeholders.
  • Identify substantive and material issues that go beyond paperwork shortcomings. Ability to look beyond the obvious; finds solutions, not just problems.
  • Provide coaching and guidance in development of junior team members by taking an active role in training and mentoring.
  • Demonstrate effective challenge by providing deep subject matter knowledge industry related knowledge to support business partnership efforts.
  • Manage timely and quality delivery of multiple tasks, including audits, projects and special assignments. Provide advisory services, as necessary, in the implementation of new systems, processes and changes to existing systems, standards and procedures.
  • Ability to work independently while exercising judgement in risk-based assessments difficult or complex nature.
Desired Qualifications
  • Advanced degree.
  • Possess appropriate professional certification.
  • Possess knowledge of Truist Audit Services audit software and business specific software.

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

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