Full-Time

Industry Consultant II

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Atlanta, GA, USA

Category
Commercial Banking
Finance & Banking
Required Skills
Customer Service
Business Strategy
Requirements
  • Bachelor’s degree with 10+ years demonstrated work experience with expert knowledge in respective industry, banking and complex risk situations
  • Direct sales experience in Investment Banking, Corporate Banking or Capital Markets of 7+ years
  • Successful track record of delivering sales results through a highly distributed and matrixed model Direct engagement with business owners, C-Suite executives and internal key stakeholders; experience delivering persuasive presentations and influencing executive-level constituents through impactful written and verbal communications
  • Strong consulting, communication, presentation and interpersonal skills Demonstrated ability to prepare and deliver clear and effective client sales presentations
  • Strong leadership skills with a strong customer-service orientation
  • Proven sales disciplines with a strategic focus and coordinated approach Strong presentation skills to create and deliver conclusion-oriented discussion documents and presentation; tenured experience working with & understanding needs of middle market companies
  • Strategic mindset and proven experience influencing within a matrixed organization with demonstrated ability to create a business plan/strategy & gain buy-in from respective stakeholders
  • Resourceful and possessing ability to navigate internal complexities and work effectively in a distributed model
Responsibilities
  • Develops sales strategy for respective industry (including identification of focus sectors, revenue opportunity, action plan to realize revenue opportunity and dependencies); responsible for gaining internal buy-in from line of business leadership and risk executives prior to launching initiative and ensuring alignment on an ongoing basis
  • Directs, builds, and fosters new and existing business relationships by providing sales, research and targeted prospect lists to local relationship managers within respective Industry specialty
  • Actively calls on clients and prospects within specialized industries in partnership with local banking team; drives consistency in sales approach
  • Generates customized industry-specific content and relevant insights for clients and prospects
  • Partners closely with risk team to identify and mitigate industry risks by understanding trends and the macro landscape (includes maintaining industry pricing comps)
  • Partners closely with the investment bank to facilitate the delivery of investment banking capabilities to commercial clients including support with enterprise value & corporate finance needs
  • Partners closely with capital markets to offer appropriate solutions to meet complex financing needs
  • Effectively engages with line of business and product partner leaders to ensure strategic alignment and, as needed, influence to appropriately shift our current approach
  • Responsible for establishing and maintaining the brand for respective industry inside Truist and externally in the market through conference calls, industry publications, webinars, speaking engagements, conference sponsorships and industry specific events
  • Maintains extensive network of industry contacts & proven ability to monetize industry knowledge

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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