Full-Time

Treasury Sales Manager

Updated on 2/19/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Atlanta, GA, USA

Category
Treasury
Sales & Account Management
Finance & Banking

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 or an equivalent combination of education and related work experience.
  • 7 years of demonstrated success in Treasury Management sales management or 10 years of experience in Treasury Management sales or related financial services management
  • 7 years experience in team selling with a deal team concept
  • 2 years of management or supervisory experience
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Responsibilities
  • Overall management and direction of Treasury Solutions Sales team for Treasury Solutions teammates in assigned line of business and coverage (Small Business, Business Banking, Commercial Community Bank), including vision and strategy development, establishment and accomplishment of profitability, growth and revenue goals, and creation and implementation of high-impact business, people and sales initiatives.
  • Direct and coach the sales team in consultative selling practices (working capital services and solutions, including receivables, payables, fraud prevention, information reporting and liquidity solutions) and portfolio analytics.
  • Drive sales utilizing various levers including pipeline discipline & management, client calling efforts, talent management rewards & compensation design and through market connectivity with clients, the Line of Business, Treasury Operations, Integrated Relationship Management partners, and others.
  • Develop, recruit and export top talent.
  • Represent Treasury Solutions sales organization both internally and externally, including industry presentations and internal meetings/discussions.
  • Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership's attention.
Desired Qualifications
  • Master's degree in Business or related field, or equivalent education and related training
  • Certified Treasury Professional
  • Experience working in liquidity and cash management environment, broad knowledge of Truist bank and products

Truist offers a platform for Registered Investment Advisors (RIAs) to streamline their operations and improve client experiences. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs serve more clients at lower costs. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service. The company's goal is to empower RIAs to grow their businesses and enhance client interactions.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

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

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

3%

2 year growth

2%
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.

Wealth Management
May 2nd, 2024
Altruist Raises $169M in Latest Funding Round

Yoonkee Sull, general partner at ICONIQ Growth, will join Altruist's board of directors as a result.

Finsmes
May 2nd, 2024
Altruist Raises $169M in Series E Funding

Altruist, a Los Angeles, CA-based custodian for independent RIAs, raised $169M in Series E funding