Full-Time

Commercial Card Strategic Initiatives Lead

Posted on 11/5/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

Category
Commercial Banking
Finance & Banking

You match the following Truist's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • The successful candidate must be both a leader and a team player, working with solutions team members, solutions sales and relationship management, and functional teams, like bank card operations and information technology
  • Working knowledge (client value/processes, operational, technical) of cash management or commercial card solutions
  • 8-10+ years of experience in Commercial Card or Treasury and Payments
  • Role will have regular interaction with other Truist teams so some travel should be expected
  • Some knowledge of card industry players and ecosystem, as well as industry networks
  • Communication and interpersonal skills, and senior management presence, are critical to success in the role, given the level of cross-team and client/sales engagement involved, and senior management exposure
  • The candidate should be able to work independently and in multi-dimensional teams equally effectively, be creative, and be a critical thinker
  • Role requires a demonstrated self-starter that works well independently and creates own path to influence high-level metrics like revenue growth, sales growth and product profitability
  • Bachelor's Degree
Responsibilities
  • Meet regularly with sales and relationship management to determine client demand for new solutions
  • Develop and communicate short-term and long-term commercial card solutions strategy to key stakeholders
  • Lead Commercial Card product planning and investment portfolio planning processes
  • Assemble and guide project working groups. Must have strong initiative and confidence to lead workshops and meetings
  • Lead working groups of product managers and key stakeholders to rank new solutions capabilities that satisfy business line strategies. Use these ranked capabilities to develop business cases for project requests
  • Lead discussions to develop and maintain a strategic program roadmap, priorities, project plans and milestones by work-streams
  • Use business cases or other tools to model profitability of products and adjust pricing accordingly
  • Lead strategic projects as assigned
Desired Qualifications
  • Project Management, Product Management or Product Development experience with some or all Treasury Management banking products is a plus
  • Knowledge of general business, working capital, accounting and management principles and practices is a plus
  • Knowledge of general marketing and product commercialization

Truist offers a platform for Registered Investment Advisors (RIAs) to streamline their operations and improve 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 at lower costs. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service. The goal is to help RIAs grow their businesses and enhance 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

INACTIVE