Full-Time

Senior Change Delivery Lead

Confirmed live in the last 24 hours

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 improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, 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, monetizing through a vertically-integrated custodian service that reduces overhead costs for RIAs. The company's 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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