Full-Time

Commercial Card Consultant

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Houston, TX, USA + 6 more

More locations: Nashville, TN, USA | Cleveland, OH, USA | Tampa, FL, USA | Dallas, TX, USA | Charlotte, NC, USA | Atlanta, GA, USA

Category
Strategic Account Management
Sales & Account Management
Requirements
  • Bachelor's degree or an equivalent combination of education and related work experience.
  • At least 5-years of business-to-business sales experience
  • Proven experience selling within treasury management or procurement, including: Accounts Payable, Payment Automation, Corporate travel & expense management
  • Proven ability to effectively consult with both internal and external clients
  • 7-years card issuance experience OR in selling Web-based business applications in the payments industry
Responsibilities
  • Executes sales plan, develops strong partnership and collaboration with line of business and Treasury Consultants 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
  • Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
  • Uses insight and consultative selling techniques to teach prospective customers how they can leverage payment solutions (purchasing, travel, and electronic account payable) to positively impact their business

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 Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

37%

2 year growth

72%
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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