Full-Time

Digital Presentation Building & Program Manager

Confirmed live in the last 24 hours

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

Category
Project Management
Business & Strategy
Required Skills
Risk Management

You match the following Truist's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience
  • Ten years progressive related experience in either a consulting, project management or process improvement related role
  • Strong skills and experience in issue resolution, influencing team members and other stakeholders, conducting difficult negotiations and managing to stringent timelines for project deliverables
  • Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies
  • Demonstrated leadership in the implementation of complex programs and projects
  • Ability to bring clarity to ambiguous assignments
  • Demonstrated strong verbal and written communication skills
  • Superior working knowledge of business matters, finance, planning, and forecasting
Responsibilities
  • Plans and coordinates closely with LOB/function managers and subject matter experts. Ensures that business cases are developed for budgeting, planning, and tracking revenue and/or expense.
  • Works closely with, and provides direction to technology leads to support program needs.
  • Ensures that program activities are on a path to deliver benefits realization.
  • Installs an appropriate risk management plan for the program.
  • Ensures collaboration across LOBs with key functional partners in the implementation of initiatives.
  • Proactively challenge the performance of current systems and processes and identifies risks and develops solutions and/or processes and ensures necessary risk mitigation steps are built into the processes.
  • Readily recognizes solution and determines at what point issues require escalation to management.
  • Leads teams or multiple teams of internal and/or external resources on a project basis.
  • Provides project-related performance evaluations on project resources.
Desired Qualifications
  • Extensive background in Digital banking services and/or online account opening
  • Experience using Adobe Analytics, Tableau, Rally, Figma, Miro, and other collaborative tools
  • Ability to craft a story using disparate data and present to senior leadership with dynamic visuals
  • Strong familiarity with Agile delivery and product delivery
  • 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

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, monetizing through a vertically-integrated custodian service that reduces overhead costs for RIAs. The company's 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

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
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