Brokerage Business Development Officer

Truist Financial
Cleveland
Workplace: OnsiteFull timeUSD 57,000+ annuallyFunction: Business Development & PartnershipsEducation: bachelorsSkills: ["Leadership","Writing","Presentation","Relationship building","Event planning"]

Direct and execute marketing and direct sales activities for a Financial Advisor team to improve client retention, grow revenue, and support strategic planning. Lead the advisor team and drive branding, external marketing collateral, and community calling efforts to increase referrals. Create event plans, oversee contact management tooling, and stay current on Truist Wealth products and continuing education requirements.

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Truist Financial
Truist Financial
22 hours ago

Brokerage Business Development Officer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Direct and execute marketing and direct sales activities for a Financial Advisor team to improve client retention, grow revenue, and support strategic planning. Lead the advisor team and drive branding, external marketing collateral, and community calling efforts to increase referrals. Create event plans, oversee contact management tooling, and stay current on Truist Wealth products and continuing education requirements.
Location: Cleveland
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Manager level

Key Responsibilities

  • •Lead marketing and direct sales activities for a Financial Advisor team to increase client retention and revenue
  • •Participate in establishing strategic direction for the Financial Advisor team
  • •Develop and execute a branding strategy and create external marketing collateral
  • •Facilitate calling efforts with community centers of influence and build internal partner relationships to drive referrals
  • •Oversee contact management tools, plan team events, and stay knowledgeable of Truist Wealth products and continuing education requirements

Pay and Benefits

Salary: USD 57,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid Leave

Key Requirements

  • •Bachelor’s degree or equivalent education, training, and work-related experience
  • •Demonstrated ability to effectively manage people and projects
  • •Thorough understanding of the FINRA advertising review process
  • •Strong writing and presentation skills
  • •Significant experience planning client and prospect events
Education:Bachelor's
Skills:LeadershipWritingPresentationRelationship buildingEvent planning
Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life & Health Insurance
Languages:English
Tech Stack:Microsoft OfficeContact management tools

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn