Full-Time

Dealer Commercial Team Leader

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Expert

Orlando, FL, USA + 3 more

More locations: Tampa, FL, USA | Jacksonville, FL, USA | Atlanta, GA, USA

Candidates must be based in one of the specified cities.

Category
Corporate Finance
Risk Management
Finance & Banking
Required Skills
Marketing

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 equivalent education and related training
  • Fifteen years of experience in financial services, preferably with a Dealer Commercial focus
  • Strong auto industry knowledge and connectivity or the ability to quickly grasp and connect the dots
  • Ability to grasp large complex Dealer Commercial credits and complex capital structures
  • Proficient in leading geographically distributed teams that manage large and complex Dealer Commercial relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations, Capital Markets and other Advisory solutions
  • Strong understanding of dealer operations and systems to include audit function, closing, servicing and credit policy
  • Strong interpersonal communications, capable of leading and developing Dealer Commercial Team Leaders and Dealer Bankers, recruiting talent (inside and outside of the Industry) and using the Truist leadership philosophy
Responsibilities
  • Ensures the Dealer Commercial vision, strategy and targeted client/prospect selection is adhered to by their Dealer Bankers within their assigned Markets
  • Manages their dealer bankers ensuring that Truist Culture and Sales Processes are effectively executed
  • Drives the sales culture, credit accountability and partnership with Region Presidents and dedicated product partners
  • Develops and executes a focused marketing plan, growing new relationships, and expanding existing client relationships
  • Responsible for meeting loan, deposit, capital markets and fee-based revenue expectations for the Dealer Commercial business segment for their assigned markets
  • Responsible for managing the weekly sales meeting including facilitating Monday sales calls, inspecting calling and referral activity, managing pipeline and holding Dealer Bankers accountable for commitments through Friday debriefs
  • Sets the tone and ensures the Dealer Bankers deliver a differentiated Client Experience in all interactions with clients, prospects, and centers of influence
  • Drives the teams to develop new business client relationships and improve market share (all products and services) with our dealer clients and prospects
  • Responsible for the profitability/return metrics, quality, liquidity, and growth of the business segments portfolio for their assigned markets
  • Responsible for employment, training, performance ratings, salary changes, promotions, transfers, terminations, career enhancement and staffing for the Dealer Bankers
  • Participates in Auto related Industry groups and where appropriate local civic, government, professional, business, and community affairs, associations and groups to solicit new business and broaden their knowledge base of the Automotive sector.
Desired Qualifications
  • Master's degree in business administration (MBA)

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