Full-Time

Senior Change Delivery Lead

Posted on 10/8/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Orlando, FL, USA + 3 more

More locations: Richmond, VA, USA | Charlotte, NC, USA | Atlanta, GA, USA

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Agile
Requirements
  • Bachelor’s degree in a business-related field, or equivalent education and related training
  • 10 years of experience in consulting, project management or process improvement related role.
  • Advanced understanding of project management framework and demonstrated ability to implement large scale initiatives and ability to bring clarity to ambiguous assignments.
  • Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies
  • Advanced understanding of process improvement methodologies (e.g., Six Sigma)
  • Experience with Waterfall and Agile project management methodologies
  • Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems
  • Strong organizational skills and attention to detail.
  • Strong communication skills, both written and verbal, with ability to influence others and facilitate difficult conversations with leadership
  • Demonstrated ability to analyze complex problems, devise solutions and make decisions under pressure.
  • Ability and willingness to learn and adapt as the needs of the job change
  • Demonstrated proficiency in computer applications, such as Microsoft Office software products
  • Ability to travel as needed, occasionally overnight
Responsibilities
  • Manages the intake, planning, business readiness, and execution of assigned initiatives.
  • Leads and influences cross functional teams to effectively deliver project objectives including a successful communication and training plan.
  • Oversees and/or prepares and maintains necessary project materials and artifacts. Ensures project documentation has appropriate level of traceability, tracking all impacts to completion and knowledge delivery to impacted audiences.
  • As appropriate, systematically review components of processes/programs to identify potential areas of improvement based on cost/benefit analysis, client impact and/or regulatory requirement. Identify and systematize best practices to reduce unneeded process variation and improve service quality and efficiency.
  • Establishes and maintains relationships with all stakeholders ensuring coordination across cross-functional teams and obtains leadership support and buy-in of delivery plan.
  • Will serve as an individual contributor with ownership of multiple complex project portfolios and will have indirect leadership of junior level internal and external resources, directing their day-to-day project activities and reviewing their work including providing project-related performance reviews to their direct leader. May manage a team providing a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values.

Truist offers a platform for Registered Investment Advisors (RIAs) to streamline their operations and improve client experiences. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs serve more clients at lower costs. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service. The company's goal is to empower RIAs to grow their businesses and enhance client interactions.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

37%

2 year growth

72%
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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