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Full-Time

Product Owner-Agile

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid, Senior

Charlotte, NC, USA

Category
Product Management
Product
Required Skills
Agile
Product Management
Data Analysis
Requirements
  • Bachelors’ degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience
  • Five or more years of banking, financial services, digital, or other relevant work experience
  • Three or more years of product, analysis, technology, and/or design experience
  • Three or more years of leading cross functional teams
  • Experience defining and delivering digital business initiatives to execute on a product roadmap
  • Demonstrated technical acumen and an ability to work with the technology organization to align product and technology roadmaps
  • Ability to translate strategic plans into tactical daily actions for execution
  • Ability to lead cross-functional teams without formal authority
  • Comfortable managing concurrent projects in a fast-based, results-driven environment
  • Comfortable with ambiguity, leading work autonomously, and making independent decisions
  • Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues
  • Excellent skills in presentation, facilitation, communication, and negotiation
  • Certified SAFe® Product Owner/Product Manager (or equivalent)
Responsibilities
  • Lead their delivery team’s priorities in PI planning, sprint planning, and other agile ceremonies; aligned to larger experience platform priorities and vision defined by product management.
  • Align with product managers to clearly articulate product strategy to the delivery team.
  • Deliver new experiences by working directly with delivery, experience design, business, and operations partners to design new products and improvements to existing capabilities.
  • Author and maintain the team’s backlog of user stories and serve as a subject matter expert on features, user stories, and product capabilities.
  • Perform triage on critical issues and communicate consistently and clearly with all concerned parties.
  • Serve as key resource to development team to answer questions, provide clarifications, and conduct and coordinate business validation, focusing on fitness for use.
  • Update leadership on the epic and feature delivery schedule, including dependencies impacting deliverables, along with recommended solutions.
  • Partner with solution architects and other technical leads to ensure their solutions effectively address program priorities while balancing client experience and technical integrity.
  • Facilitate sprint planning with stakeholder groups to drive alignment and visibility for which features will be built when, and to ensure overall adherence to the product roadmap and enterprise strategic themes.
  • Facilitate sprint demos and provide final acceptance for completed user stories in sprint demos; ensuring that the story meets acceptance criteria and otherwise meets its definition of done.
  • Co-ordinate the creation of release-specific business documents, such as support model definitions, go/no-go approvals, internal release notes, and release-related living documents.
  • Risk management: Ensure all Product Management Lifecycle (PML) process & procedures are followed, supporting security, risk, audit, and more, and ensure action items and deadlines are met. Partner with product manager on evidence to support recommendations.

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

10%

1 year growth

24%

2 year growth

53%
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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