Full-Time

Equipment Finance Origination Director

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Orlando, FL, USA + 3 more

More locations: Tampa, FL, USA | Miami, FL, USA | Fort Lauderdale, FL, USA

Category
Asset Management
Risk Management
Finance & Banking
Requirements
  • BA/BS degree
  • 11-15 years of related work experience
  • Solid subject matter expertise including knowledge of industry drivers, product positioning, structuring and risk mitigation.
  • Demonstrated ability to collaborate across functional areas to resolve complex issues
  • Strong interpersonal skills which foster teamwork, trust, creativity/innovation and accountability
  • Ability to communicate clearly, concisely and insightfully
Responsibilities
  • Drive revenue through targeted clients/prospects in coordination with banking.
  • Demonstrate subject matter expertise; translate knowledge into strategic dialogue and value added ideas which result in lead roles.
  • Collaborate with internal partners, including risk, to achieve optimal client outcomes.
  • Mentor and develop junior teammates.
  • Communicate complex or difficult ideas clearly, concisely and persuasively.
  • Demonstrate the Truist values
  • Adheres to risk/compliance policies and guidelines
Desired Qualifications
  • MBA degree, with a Finance focus

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

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.

Help us improve and share your feedback! Did you find this helpful?

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