Full-Time

Treasury Solutions Associate

Client Commercialization

Posted on 1/15/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Junior, Mid

No H1B Sponsorship

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

Category
Treasury
Finance & Banking
Required Skills
Excel/Numbers/Sheets

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
  • Strong analytical skills and attention to detail
  • Strong communication and interpersonal skills
  • High level of adaptability and flexibility. Ability to multi-task and prioritize. Ability to balance short-term deliverables against long-term projects
  • Proven ability to work well in fast-paced, team-oriented environment and ability to adapt
  • Able to function effectively in role with less direction and more autonomy than junior Analysts
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Responsibilities
  • Work closely with Treasury Solutions teammates and Line of Business partners to provide analytic, presentation preparation and other support
  • Complete analysis and create excel-based tools to support team's overall goals and priorities
  • Assist with business development by supporting new product development, existing product optimization, pricing and proposal efforts or other initiatives specific to their group
  • Manage product or team content to ensure it is up to date and being leveraged by teammates effectively
  • Prepare monthly and other reporting to provide insight into product usage, profitability and deal outcomes
  • Manage policies and procedures that govern processes including supporting education of teammates that are part of the process, updating and improving the processes and completing annual reviews of processes
  • Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership's attention
Desired Qualifications
  • 2+ year(s) of related financial work experience

Truist offers a platform for Registered Investment Advisors (RIAs) to streamline their operations and improve client experiences. The platform includes tools like live chat support, commission-free fractional share trading, and an automated rebalancer, allowing RIAs to serve more clients at lower costs. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service. The goal is to help RIAs grow their businesses and enhance client satisfaction.

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

INACTIVE