Business Development Officer, Truist Investement Services, Charlottesville VA

Truist Financial
United States
Workplace: OnsiteFull timeUSD 57,800 - 106,730 annuallyFunction: Business Development & PartnershipsEducation: bachelorsSkills: ["Leadership","Strategic planning","Communication"]

Direct and execute marketing and direct sales activities for a Financial Advisor team to improve client retention and grow revenue. Lead the team’s branding strategy, create external marketing collateral, and drive community calling efforts with internal partners to increase referrals. Plan team events, support strategic planning and training, and oversee contact management tools. Stay current on Truist Wealth products and complete continuing education requirements.

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Truist Financial
Truist Financial
20 hours ago

Business Development Officer, Truist Investement Services, Charlottesville VA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Direct and execute marketing and direct sales activities for a Financial Advisor team to improve client retention and grow revenue. Lead the team’s branding strategy, create external marketing collateral, and drive community calling efforts with internal partners to increase referrals. Plan team events, support strategic planning and training, and oversee contact management tools. Stay current on Truist Wealth products and complete continuing education requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Manager level

Key Responsibilities

  • •Participate in establishing the Financial Advisor team’s strategic direction to increase revenue.
  • •Develop and execute a branding strategy to maximize client retention and increase new business.
  • •Create external marketing collateral and plan team events, including co-branded functions.
  • •Facilitate direct calling efforts on centers of influence and build relationships with internal partners to drive referrals.
  • •Oversee contact management tools to track business and prospecting activities.

Pay and Benefits

Salary: USD 57,800 - 106,730 annually
Perks:Health InsuranceDentalVisionLife Insurance401k

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:LeadershipStrategic planningCommunication
Licenses:FINRA Series 7FINRA Series 66FINRA 63FINRA 65Life & Health Insurance
Languages:English
Tech Stack:Microsoft Office

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