Full-Time

Journey Architect

Posted on 9/10/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

Category
Business Research
Project Management
Strategy Development
Business & Strategy
Required Skills
Business Strategy
Data Analysis
Requirements
  • Bachelor’s degree in related subject, or equivalent education and related training
  • Three or more years of experience in client experience, insights, process management and/or product development
  • Experience developing strategies, managing major initiatives and delivering results within a complex matrix environment required.
  • Experience with the use of quantitative and qualitative research tools and data to guide the creation of client experiences, interactions, and flows
  • Demonstrated ability to manage large, complex efforts having significant impact of Company performance, meeting revenue and experience goals
  • Polished and professional presentation skills, as well as verbal and written communication skills with particular emphasis on presentation and storytelling skills
  • Proficiency in basic computer applications, such as Microsoft Office software products
  • Exceptional personal confidence and commitment to excellence
  • Ability to travel, occasionally overnight
Responsibilities
  • Will have an indispensable role in institutionalizing our way of work; as they will be in the front line of delivering Client Journey derived experiences across the Enterprise.
  • In this leadership role and in collaborating with the Head of Journey, Journey Architects will define our future vision for client delivery, leading stakeholders alongside Journey team members. The architect will help to build, improve, prioritize the backlog of product features, and drive sprint and release plans with business, platform, and enablement partners across the Bank.
  • Identify and define key journeys in partnership with service design, ensuring that the work solves human-centric problems for clients or teammates.
  • Closely collaborate with business, research and analytic partners to understand current state opportunity from multiple lenses, dimensioning potential business and emotional impacts.
  • Serve as a point of contact and relationship for DCXM and LOB Leadership while collaborating with business counterparts and act as end-to-end co-owner of the product, responsible for exercising business mandate, ongoing partnership with LOB.
  • Co-develop and drive the target product vision aligned with business strategy along with Service Design partners and the working team assigned to the Journey from other areas of the business.
  • Effectively communicate process, vision and status to key stakeholders and Journey team members and show alignment to the company’s overall goals.
  • Help to build, improve, and prioritize the backlog of product features (in collaboration of business), including business case creation and concept design.

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

INACTIVE