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Full-Time

Cybersecurity – Change Delivery Lead

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

Open to remote talent, but specific cities are prioritized.

Category
Cybersecurity
IT & Security
Required Skills
Agile
Communications
Management
Requirements
  • Bachelor’s degree in a business-related field, or equivalent education and related training.
  • 8-10 years of experience in consulting, project management or process improvement related role.
  • Advanced understanding of project management framework and demonstrated ability to implement large scale initiatives managing stringent timelines for deliverables and ability to bring clarity to ambiguous assignments.
  • Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies.
  • Advanced understanding of process improvement methodologies (e.g., Six Sigma)
  • Experience with Waterfall and Agile project management methodologies
  • Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems.
  • Strong organizational skills and attention to detail.
  • Strong communication skills, both written and verbal, with ability to influence others and facilitate difficult conversations with leadership.
  • Demonstrated ability to analyze complex problems, devise solutions and make decisions under pressure.
  • Ability and willingness to learn and adapt as the needs of the job change.
  • Demonstrated proficiency in computer applications, such as Microsoft Office software products.
  • Ability to travel as needed, occasionally overnight.
Responsibilities
  • Manages the intake, planning, business readiness, and execution of assigned initiatives.
  • Collaborates with cross-functional teams to effectively deliver project deliverables, including the development and execution of a successful communication and training plan.
  • Oversees and/or prepares, executes and maintains necessary project materials and artifacts. Ensures project documentation has appropriate level of traceability, tracking all impacts to completion and knowledge delivery to impacted audiences.
  • As appropriate, systematically review components of processes/programs to identify potential areas of improvement based on cost/benefit analysis, client impact change awareness and adoption and/or regulatory requirement. Identify and systematize best practices to reduce unneeded process variation and improve service quality and efficiency.
  • Provides program level dashboards and executive summaries to keep leaders abreast of the health of the assigned programs.
  • Establishes and maintains relationships with all stakeholders ensuring coordination across cross-functional teams and obtains leadership support and buy-in of delivery plan.
  • Will serve as an individual contributor with ownership of a complex project portfolio and will have indirect leadership of junior level resources. Will direct and review the work of junior teammates and provide project-related performance reviews to their direct leader. Will promote a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values.

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

5%

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.
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