Product Manager - Brokerage & Retirement Products

Truist Financial
Atlanta, Charlotte, Richmond
Workplace: OnsiteFull timeUSD 100,000 - 115,000 annuallyFunction: Product ManagementExperience: 5+ yearsSkills: ["Communication","Risk management","Client education"]

Own product support for Truist Wealth Financial Advisors by translating client needs into appropriate brokerage and retirement investment options. Partner with manufacturers and industry peers to stay ahead of product innovation, evaluate product suitability over time, and educate advisors using a deep understanding of the supporting technology systems. Manage product and process risk aligned to the firm’s risk appetite while keeping current on firm guidance, market events, and available product sets.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 day ago

Product Manager - Brokerage & Retirement Products

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Own product support for Truist Wealth Financial Advisors by translating client needs into appropriate brokerage and retirement investment options. Partner with manufacturers and industry peers to stay ahead of product innovation, evaluate product suitability over time, and educate advisors using a deep understanding of the supporting technology systems. Manage product and process risk aligned to the firm’s risk appetite while keeping current on firm guidance, market events, and available product sets.
Location: Atlanta, Charlotte, Richmond
Workplace: Onsite
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Contribute to the design and implementation of the sales and marketing strategy for brokerage and retirement products, including face-to-face meetings with Financial Advisors.
  • •Recommend appropriate investment options for client needs based on a deep understanding of products on the platform.
  • •Evaluate products and services offered by product manufacturers to determine continued suitability and remain current with product innovation and industry trends.
  • •Develop and maintain relationships with product manufacturers, industry peers, and technology partners; participate in client and prospect meetings as requested.
  • •Develop in-depth understanding of the technology systems supporting the product to educate Financial Advisors, and manage risk aligned with the firm’s risk appetite.

Pay and Benefits

Salary: USD 100,000 - 115,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor’s degree (or equivalent education, training, or work experience).
  • •Minimum 5 years of investments/wealth management experience.
  • •Minimum 2 years of direct experience with the assigned product area.
  • •FINRA registrations Series 7 and 66 (or equivalent).
  • •Strong oral and written communication skills and demonstrated proficiency with basic computer applications (Microsoft Office suite).
Experience:5+ yearsWealth managementInvestments
Skills:CommunicationRisk managementClient education
Licenses:FINRA Series 7FINRA Series 66Life licenseVariable Products licenseLong-Term Care license
Certifications:CFACFP
Languages:English
Tech Stack:Microsoft OfficeNFS WealthscapeEnvestnet

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