Full-Time

Branch Leader I

II or III

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

No salary listed

Mid

Tuscaloosa, AL, USA

Category
Customer Success
Sales & Account Management
Required Skills
Sales
Management
Risk Management
Requirements
  • Bachelor’s degree or equivalent education and related training or experience.
  • Two years of financial services and consumer/small business expertise or equivalent experience and/or performance.
  • One year of previous branch leadership or management experience.
  • Strong interpersonal, sales relationship and prioritization skills.
  • Strong written and verbal skills.
  • Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS background check.
  • Ability to inspire, lead and coach others.
Responsibilities
  • Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture.
  • Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership.
  • Drive branch revenue through Small Business development and new client strategies. Drive the growth of Small Business expertise through branch routines of face-to-face appointments with clients, outbound calling, and prospecting as well as the growth of Mass Affluent through face-to-face appointments and outbound calling.
  • Participation, as reviewed and approved in the market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and building the Truist Brand.
  • Responsible for successfully executing on the branch engagement routines by leading, growing, coaching and motivating teammates, to fulfill the Purpose Mission and Values for client’s financial success and team empowerment.
  • Partnership with Integrated Relationship Management (IRM) and Operations partners. Partner with the area operations officer to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics and ensuring that all required training is successfully completed by the entire team. Proactively collaborate with all IRM and key line of business partners to lead and promote One Team culture within branch through One Team/Business Partnerships.
  • Responsible for human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team.
Desired Qualifications
  • Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
  • Graduate of Internal Leadership Development Programs

Altruist provides a platform designed for Registered Investment Advisors (RIAs) to improve their operations and client interactions. The platform includes a range of tools such as live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, all aimed at helping RIAs manage their businesses more effectively. This allows them to serve more clients at a lower cost, enhancing their profit margins. Altruist also features a quick onboarding process and offers valuable investment management information along with original content tailored for independent financial advisors. Unlike many competitors, Altruist offers its services for free to attract a large user base, monetizing instead through a vertically-integrated custodian service that helps RIAs reduce operational costs. The goal of Altruist is to empower RIAs to grow their businesses and enhance the experience they provide to their clients.

Company Size

501-1,000

Company Stage

Series F

Total Funding

$601.5M

Headquarters

Culver City, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $152M, valuing it at $1.9B, indicating strong investor confidence.
  • The company serves 4,700 advisors, holding over 10% market share in the RIA space.
  • Altruist's fast onboarding and tech solutions align with the digital transformation trend.

What critics are saying

  • Competition from Charles Schwab and Fidelity may challenge Altruist's market position.
  • Industry consolidation, like Robinhood's acquisition of TradePMR, increases competitive pressure.
  • Expansion into digital fixed-income trading introduces new regulatory and compliance risks.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading, reducing costs for RIAs.
  • Altruist provides original content, offering actionable insights for independent financial advisors.

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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

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

1%
Los Angeles Business Journal
May 5th, 2025
Altruist Secures $152M, Valued at $1.9B

Altruist, based in Culver City, raised $152 million in funding, bringing its valuation to $1.9 billion. Founder Jason Wenk claims this will be the last funding round needed. The firm aims to enhance technology for independent registered investment advisers (RIAs) to serve more clients efficiently. Altruist expects to grow over 100% this year and serves 1,000 RIA firms with 4,700 advisers, holding over 10% market share. The funding was led by GIC, a global investor from Singapore.

Fintech News Singapore
Apr 23rd, 2025
GIC Leads US$152 Million Series F in U.S. Custodian Altruist

Altruist, a US-based custodian platform for registered investment advisors (RIAs), has raised US$152 million in a Series F funding round led by Singapore's sovereign wealth fund GIC.

Business Wire
Apr 22nd, 2025
Altruist Secures $152M Series F Funding

Altruist, a modern custodian for RIAs, raised $152 million in Series F funding led by GIC, valuing the company at approximately $1.9 billion. Other participants included Salesforce Ventures and Baillie Gifford. The funding follows a year of significant growth, with Altruist launching new products and expanding its executive team. The company now serves over 4,700 advisors and has tripled assets under management for two consecutive years.

Axios
Apr 22nd, 2025
Altruist Raises $152M, Nears $2B Valuation

Altruist, a custodian and software company for investment advisers, raised $152 million in Series F funding led by GIC, valuing it at $1.9 billion. This follows Robinhood's acquisition of custodian TradePMR for $300 million last year. Altruist was previously valued at $1.5 billion in May 2024. The RIA custody space, dominated by Charles Schwab and Fidelity, is seeing new entrants aiming to capture market share with innovative tech and lower fees.

Wealth Management
Mar 14th, 2025
WealthStack Roundup: Altruist Fills CTO Vacancy

RIA custodian upstart Altruist this week announced the hiring of Silicon Valley insider Sumanth Sukumar as its chief technology officer.