Full-Time

Digital Sales & Performance Marketing Analytics Decision Scientist III

Posted on 9/10/2024

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

Hybrid role with telecommuting option in Atlanta.

Category
General Marketing
Growth Marketing
Growth & Marketing
Required Skills
Python
R
IBM Db2
SQL
Tableau
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. 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

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

43%

2 year growth

77%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance platform capabilities and market reach.
  • Increased demand for digital financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront could erode Altruist's market share.
  • Rapid tech advancements may strain Altruist's resources if not managed well.
  • Integration with third-party providers may lead to data security vulnerabilities.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading and automated rebalancing.
  • Altruist provides original content, offering actionable insights for independent financial advisors.

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