Full-Time

Wholesale Credit Delivery Project Manager

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

Category
Project Management
Business & Strategy
Required Skills
Visio
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience
  • 7 years progressive related experience in either a consulting, project management or process improvement related role
  • Strong skills and experience managing to stringent timelines for project deliverables
  • Demonstrated understanding of business and technology organization, resources, priorities, needs and policies
  • Demonstrated leadership in the implementation of programs and projects
  • Ability to bring clarity to ambiguous assignments
  • Demonstrated senior level verbal and written communication skills
  • Superior working knowledge of business matters, finance, planning, and forecasting
  • Strong skills in MS Office Suite (PowerPoint, Excel, Word, Visio, Project)
  • Advanced degree in a relevant field of work (e.g., MBA). PMP and/or PgMP
  • Certification in Lean Six Sigma or similar process improvement, facilitation, and project management methodologies
  • Experience implementing large/complex initiatives across a matrix organization
  • In-depth knowledge of management and planning systems theory and practical application to complex initiatives
  • Experience with financial measurements and metrics
  • Financial Services experience
  • Knowledge of business unit’s mission and processes
Responsibilities
  • Lead initiatives in support of WCD end to end credit process.
  • Be a risk SME
  • Participate fully on various cross Wholesale work streams
  • Keep current on trends and developments in lending in general and Wholesale lending, specifically. Provide consulting and SME involvement to other team members and departments related to the Credit Process and Issues Management.
  • Drive projects from beginning to end, engaging with appropriate stakeholders
  • Analyze and collectively manage variances to the project/remediation plans
  • Excel at communication of updates and risks of project/remediation plans to stakeholders

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 lower costs. Unlike competitors, Truist provides these services for free and monetizes through a custodian service that helps RIAs reduce overhead. 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

24%

1 year growth

38%

2 year growth

74%
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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