Full-Time

ATM & Teller – Senior Product Analyst-Agile

Posted on 1/17/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Raleigh, NC, USA + 3 more

More locations: Goldsboro, NC, USA | Charlotte, NC, USA | Atlanta, GA, USA

Category
Product Management
Product Strategy
Product
Required Skills
Agile
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
  • Bachelors’ degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience
  • Three or more years of banking, financial services, digital, or other relevant work experience
  • Two or more years of product, analysis, technology, and/or design experience
  • Comfortable managing concurrent projects in a fast-based, results-driven environment
  • Comfortable with ambiguity, leading work autonomously, and making independent decisions
  • Well-developed verbal and written communication skills
  • Well-developed analytical, decision-making, and problem-solving skills
  • Solid understanding of trends in technology and in the financial services industry
  • Ability to learn and translate technically complex concepts into business friendly terminology
  • Considerable tact, diplomacy, and people skills
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, to analyze and communicate complex information to business leadership
Responsibilities
  • Monitor digital trends. Identify, prioritize and assess experience-related trends, business/service models, and underlying enablers that meet core business needs.
  • Lead fact-driven analysis of the market, developing points of view and actionable recommendations that influence teams about top of mind client experiences.
  • Benchmark Truist products and services (with direct and indirect competitive set) to identify pockets of opportunity and areas of best practice for concept testing, prototyping and/or development.
  • Lead research to support product findings and issue remediation.
  • Synthesize insights in a meaningful way to share with a cross-section of stakeholders and other partners throughout the organization.
  • Coordinate research with analysts across the organization to create and communicate a strong understanding of client insights and the competitive landscape.
  • Analyze, define, and communicate reporting requirements to cross-functional teams during the software development lifecycle.
  • Support the development of digital roadmaps that reflect client needs/gaps and teammate needs/gaps, as well as foundational technology capabilities and other digital enablers.
Desired Qualifications
  • Experience is managing Agile tools (Rally, JIRA, SLACK) to update roadmaps and design portfolio structure
  • Experience using quantitative skills with the ability to link product design and features to strategic objectives while using hard data and metrics to substantiate assumptions and recommendations

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, which help RIAs manage their businesses more efficiently and 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 experiences.

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.

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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

INACTIVE