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 + 3 more

More locations: Austin, TX, USA | Dallas, TX, USA | San Antonio, TX, 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 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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