Full-Time

Treasury Solutions Consultant

Healthcare

Posted on 9/10/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Compensation Overview

$125k - $200kAnnually

+ Incentive Pay

Mid

Nashville, TN, USA + 4 more

More locations: Washington, DC, USA | Charlotte, NC, USA | New York, NY, USA | Atlanta, GA, USA

Category
Treasury
Finance & Banking
Required Skills
Sales
Requirements
  • Bachelor's degree or an equivalent combination of education and related work experience
  • 5 years of sales experience of financial or treasury products and/or services
  • Maintains deep understanding of bank's Working Capital solutions
  • Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
Responsibilities
  • Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
  • Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
  • Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts
  • Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
  • Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions
  • Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention
  • Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
  • Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue

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. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, aiming to reduce 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

24%

1 year growth

43%

2 year growth

77%
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 platform capabilities and market reach.
  • Increased demand for digital financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront could erode Altruist's market share.
  • Rapid tech advancements may strain Altruist's resources if not managed well.
  • Integration with third-party providers may lead to data security vulnerabilities.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading and automated rebalancing.
  • Altruist provides original content, offering actionable insights for independent financial advisors.

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