Full-Time

Indirect Auto Dealer Relationship Manager

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid, Senior

Lubbock, TX, USA

Category
Field Sales
Sales & Account Management
Required Skills
Sales
Marketing
Requirements
  • Bachelor’s degree, or equivalent education and related training
  • 3 years of experience in industry-related territory relationship management
  • Excellent marketing and communication skills
  • Excellent problem-solving skills and analytical abilities
  • Excellent interpersonal skills to maintain strong relationships with dealers and teammates
  • Strong sales, negotiation, and persuasive skills
  • Ability to work independently during times of limited supervision and demonstrate ownership and accountability for their territory
  • Demonstrate proficiency in basic computer applications such as Microsoft Office software products
  • Ability to travel, occasionally overnight
  • Reliable and professional personal transportation to perform designated duties
Responsibilities
  • Build and maintain strong dealer relationships by presenting the company’s value promise to all dealership personnel inclusive of Finance Directors, Sales managers, General Managers, Controllers, and Dealer Principals.
  • Exceed monthly and quarterly volume, quality, and efficiency objectives set by management.
  • Be well versed in DRS natural fit IRM partners and deliver Truist solutions to dealer clients as defined by annual objectives.
  • Responsible for making quality sales calls to existing dealer clients averaging a minimum of 100 face-to-face dealer visits per month.
  • Utilize salesforce.com to document dealer visits and provide documentation of specific dealer issues.
  • Act as a “Trusted Advisor” to dealer management by being aware of up-to-date industry trends by reading trade journals and publications and keeping up with local developments.
  • Be the first line of defense and protect the bank against industry risk such as reputational risk.
  • Maintain assigned Key Performance Indicators (KPI).
  • Comply with Truist policies with regard to expenses, corporate code of ethics, compliance, and corporate communication.
  • Conduct investigations when needed with regard to dealer issues, fraud accounts, straw purchases, and unperfected liens.
  • Other critical tasks and duties assigned.

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

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.
  • Collaboration with Orion enhances performance reporting capabilities for RIAs.
  • Digital fixed-income trading launch expands Altruist's service offerings.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Frequent platform updates may increase operational costs and disrupt services.
  • Reliance on free service model could be vulnerable to market demand shifts.

What makes Truist unique

  • Altruist offers commission-free fractional share trading, attracting cost-conscious RIAs.
  • The platform includes a model marketplace for personalized investment strategies.
  • Altruist provides a vertically-integrated custodian service to streamline RIA operations.

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