Full-Time

Card Payments Operations Financial Senior Specialist

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

No salary listed

Senior, Expert

Goldsboro, NC, USA

4 days onsite/1 day remote

Category
Risk Management
Finance & Banking
Required Skills
Data Analysis
Requirements
  • Bachelor's Degree or combination of training/experience
  • 7+ years of experience in a Financial Specialist II or Business Analyst III role or equivalent experience in Finance/Accounting
  • 10+ years of experience in Payments services industry
  • Possess strong written and verbal communication skills, including the ability to communicate professionally with team members and related departments
  • Demonstrated ability to read, comprehend and follow instructions
  • Demonstrated ability to work in an area governed by production standards, heavy workloads and critical deadlines
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Able and willing to work overtime during peak times
  • Demonstrate leadership skills
Responsibilities
  • Perform all tasks required to ensure accurate, timely and efficient operational service and processing of new client financial request, adjustments, and research/resolution requests for all payment inquiries received in Card Payments Operations
  • Responsible for escalation of production issue for quick resolution, supporting continuous development of systems owned by unit
  • Departmental small project lead. Work in tandem with Sr. Financial Analyst to ensure each aspect of Financial Operations is covered
  • Recommends and documents improvements and works with others to implement
  • Knows and applies the concepts and practices of the business, including linkages with internal and external partners
  • May serve as manager, trainer, or coordinator for work of junior staff members
  • Organizes and performs complex analyses
  • Research and process Tier 3 task & escalations
  • Procedure & Control oversight
  • Serves as a liaison with internal and external partners
Desired Qualifications
  • Bachelors/Master's Degree
  • 10+ years or more of financial serving experience
  • Knowledge of all bankcard products and services, online banking, debit card/prepaid products, digital electronic Payment products services and products
  • General understanding of the other areas within banking operations

Truist provides a platform designed for Registered Investment Advisors (RIAs) to enhance their operations and client interactions. The platform includes a range of tools such as live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, all aimed at helping RIAs manage their businesses more effectively. This allows them to serve a larger number of clients while keeping costs low, which can lead to better profit margins. Truist also emphasizes a quick onboarding process and offers immediate access to essential investment management information, along with original content that provides valuable insights for financial advisors. Unlike many competitors, Truist offers its services for free to attract a broad user base, monetizing instead through a vertically-integrated custodian service that helps RIAs reduce operational costs. The goal of Truist is to empower RIAs to grow their businesses and improve the overall client experience.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

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 Altruist's platform capabilities.
  • Demand for digital transformation in financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate.
  • Rapid tech advancements may increase Altruist's operational costs.
  • Expansion into San Francisco could raise recruitment and retention costs.

What makes Truist unique

  • Altruist offers a simplified tech stack for efficient RIA management.
  • The platform includes commission-free trading and automated rebalancing features.
  • Altruist provides original content and fast onboarding for financial advisors.

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

5%

1 year growth

1%

2 year growth

0%
Wealth Management
Mar 14th, 2025
WealthStack Roundup: Altruist Fills CTO Vacancy

RIA custodian upstart Altruist this week announced the hiring of Silicon Valley insider Sumanth Sukumar as its chief technology officer.

Business Wire
Mar 12th, 2025
Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage

To establish a hub for engineering innovation and strengthen its technology leadership, Altruist is expanding its presence with an office in San Francisco.

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.