Business Development Officer, Truist Investment Services, Greenville, SC

Direct and execute marketing and direct sales activities for a Financial Advisor team to increase client retention and grow revenue. Lead the team by setting strategic direction, building a cohesive branding strategy, and creating external marketing collateral. Manage community outreach and referral growth, oversee client/prospect event planning, stay current on Truist Wealth offerings and FINRA-required education, and use contact management tools to track activity.