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Full-Time

Digital Sales & Performance Marketing Analytics Decision Scientist III

Confirmed live in the last 24 hours

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

Atlanta is a telecommuter role, indicating some in-office presence may be required.

Category
General Marketing
Growth Marketing
SEO Marketing
Growth & Marketing
Required Skills
Python
Sales
Data Science
SQL
Tableau
Marketing
Business Strategy
Oracle
Data Analysis
PowerPoint/Keynote/Slides
Requirements
  • Bachelor's degree or equivalent education and 5+ years of experience in Banking, Finance, Decision/Data Science, Analytics, Computer Science, Applied Mathematics or Engineering.
  • Understanding and implementation experience with enterprise digital marketing optimization and analytics tools (e.g. Adobe Marketing Cloud Platform, Adobe Analytics, Adobe Experience Platform (AEP), Client Journey Analytics (CJA).
  • 2+ years of decision science/analytics project management experience with a diverse project focus and demonstrated results.
  • Must act as role model, able to perform in a cross-functional and collaborative team environment focused on supporting business partners with enhanced insights.
  • Demonstrated ability to engage and support internal business partners, product sets, and projects, connecting insights with execution and business impact.
  • Innovative and strategic thinker with ability to connect to practical application, providing leadership on target initiatives, with a strong bias to action and focus on quantifiable business impact.
  • Experience in managing multiple projects with tight deadlines in a collaborative environment to drive maximum impact.
  • Ability to maintain a high level of competency in statistical and analytical principles, tools, and techniques. Champion application of emerging decision science techniques with business partners.
  • Incumbent should have an understanding of various database environments (IBM DB2, Oracle), technical programming skills (SAS, SQL, Toad), exposure to applied data science tools (R, Python, SAS E-Miner), familiarity with data visualization and BI tools (Tableau, MicroStrategy), and demonstrated proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
Responsibilities
  • Partner with senior business leaders to understand business strategy and work in cross-functional teams to drive successful strategic outcomes.
  • Lead analysis of business and user needs, requirements documentation, performance measurement, and the interpretation of results for both internal and external stakeholders.
  • Lead analysis effort to gather, formulate, define, and design solutions to the most complex business problems.
  • Analyze, design, and maintain data sources in information systems in support of projects, information needs, and changing requirements.
  • Measure client interaction in order to improve client experience, digital adoption, and marketing segmentation using various analytics tools (SAS, Adobe Analytics, R, Python, etc.).
  • Apply subject-matter expertise, industry knowledge, and technical understanding to recommend actions to business leaders.
  • Act as team leader for projects with moderate budgets or of short-to-intermediate duration.
  • Interpret business goals for development of measurement strategies to inform stakeholders of progress against key business objectives.
  • Complete analysis to derive data-driven insights on visitor behavior and preferences, including likely approaches for optimization and targeting.
  • Monitor site performance to identify site optimization opportunities.
  • Partner with digital operations and project teams to develop tagging routines in support of analytics requirements, and to expand the use of analytics across all digital properties.
  • Provide marketing database and technical integration in support of digital sales and personalization strategy.

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

8%

1 year growth

19%

2 year growth

46%
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.