Full-Time

Wholesale Regulatory Business Data Steward Manager

Posted on 2/18/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Atlanta, GA, USA

Category
Legal
Risk & Compliance
Legal & Compliance
Required Skills
Data Analysis

You match the following Truist's candidate preferences

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

Degree
Experience
Requirements
  • Equivalent combination of advanced education and related experience, which could include any combination of: 8-10 years of experience managing business processes or experience in technical-related decisions on the business side
  • Ability to translate enterprise strategic planning information into software and data management needs, create business plans, and turn them into effective business solutions
  • Executive level communications skills, including, strong negotiation/facilitation/presentation skills and experience negotiating with vendors for relevant products and services
  • Significant knowledge of current and emerging application software products and tools
  • Extensive project management experience to include multi-million dollar projects completed on time, within budget and delivering quality results
  • Strong analytical and architectural skills
  • Ability to manage a high volume of internal client relationships
  • Knowledge of all phases of software engineering life cycle and experience with process improvement models
Responsibilities
  • Definition and validation of a business critical process and the associated critical data elements (CDEs) that support them
  • Onboard new CDEs that are specific to corresponding Business Unit or Corporate Group – collaborate with Technical Data Stewards
  • Propose new CDEs and Data Domains to Data Domain Working Group for approval – collaborate with Data Domain Working Group
  • Review assigned CDEs and their business metadata on an established frequency basis – collaborate with Metadata Center of Excellence (COE)
  • Discover and execute CDE change requests – collaborate with Metadata COE; Technical Data Stewards
  • Submit CDE change requests for approval to Data Domain Working Group – collaborate with Data Domain Working Group, Metadata COE, and Technical Data Stewards
  • Perform business process and traceability mapping - collaborate with Business Unit / Corporate Group representatives, Metadata COE and Technical Data Stewards
  • Define Data Quality rules and standards for corresponding Business Unit or Corporate Group
  • Collaborate and coordinate with Data Quality Lead and team, Data Quality Issues Management Group, and Data Domain Working Group to align Data Quality rules and standards for corresponding Business Unit or Corporate Group with enterprise-level Data Quality rules and standards – collaborate with Data Quality COE Lead and team, Data Quality Issues Management Group and Data Domain Working Group
  • Partner with Technical Business Stewards to enroll and implement Data Quality rules for corresponding Business Unit or Corporate Group into appropriate systems– collaborate with Technical Business Stewards
  • Monitor Data Quality activities, track data issues and risks, and develop associated mitigation strategies for corresponding Business Unit or Corporate Group
  • Participate in Data Quality Issue Management Group and provide Corporate Group- or Business Unit-specific information – collaborate with Data Quality Issue Management Group
  • As member of Data Quality Issue Management Group and/or Data Domain Working Group, escalate Data Quality issues and considerations as necessary to the Enterprise Data Governance Council – collaborate with Enterprise Data Governance Council
  • Assist in resolving Data Quality Issues, either as part of Business Unit / Corporate Group or as part of the Data Quality Issue Management Group or as part of the Data Domain Working Group
  • Onboard new CDEs’ related business metadata – collaborate with Metadata COE
  • Update central metadata repository with business metadata content (business terms, definitions, classifications, and business and Data Quality rules) – collaborate with Metadata COE and Technical Data Stewards
  • Review CDEs’ metadata on an established frequency basis – collaborate with Metadata COE
  • Discover and execute CDE metadata update requests – collaborate with Metadata COE
  • Get CDE metadata change requests approved with Data Domain Working Group – collaborate with Data Domain Working Group
  • Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer
  • Further responsible for defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer
  • Monitor data security for data elements for corresponding Business Unit or Corporate Group
  • Report or escalate data privacy issues to Data Privacy Group – collaborate with Chief Privacy Officer and team
  • Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents – collaborate with Chief Privacy Officer and team
  • Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group
  • Monitor data for alignment with national and regional regulations as well as with corporate ethical standards
Desired Qualifications
  • Bachelor’s or master’s degree in business analytics, computer science, Information Technology, or a related field
  • Proven experience in a senior leadership role, preferably in a financial institution with a focus on financial crimes prevention
  • Extensive knowledge of Data and Analytics including emerging trends
  • Strong understanding of banking operations, risk management, and regulatory compliance
  • Excellent leadership, communication, and interpersonal skills
  • Project management experience and proficiency in managing budgets
  • Familiarity with machine learning, data analytics, and artificial intelligence in financial institutions
  • Banking or financial services experience, especially in a particular niche area

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 Size

501-1,000

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

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.

Help us improve and share your feedback! Did you find this helpful?

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

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

3%

2 year growth

2%
Business Wire
Oct 2nd, 2024
LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer

Vaughn joins Altruist from Bestow, where he served as Chief Compliance, Ethics, and Risk Officer, leading teams that mitigated regulatory risk for online insurance products.

Wealth Management
Sep 24th, 2024
Altruist Adds Digital Fixed Income Trading to Platform

RIA custodian Altruist has launched fully digital fixed-income trading for advisors.

Arena Investor
Aug 29th, 2024
Announcement: Arena Investor Partners with Altruist

Announcement: Arena Investor partners with Altruist.

Wealth Management
May 2nd, 2024
Altruist Raises $169M in Latest Funding Round

Yoonkee Sull, general partner at ICONIQ Growth, will join Altruist's board of directors as a result.

Finsmes
May 2nd, 2024
Altruist Raises $169M in Series E Funding

Altruist, a Los Angeles, CA-based custodian for independent RIAs, raised $169M in Series E funding