Business Development Officer, Truist Investment Services, McLean, VA

Truist Financial
United States
Workplace: OnsiteFull timeUSD 70,040 - 128,000 annuallyFunction: Business Development & PartnershipsEducation: bachelorsSkills: ["Leadership","Project management","Writing","Presentation","Relationship building"]

Direct and execute marketing and direct sales activities for a Financial Advisor team to increase client retention and grow revenue. Lead branding and external marketing collateral creation, manage calling efforts with community centers of influence, and build relationships with internal partners to drive referrals. Plan and run team events and co-branded functions, stay current on Truist Wealth products and FINRA education, and oversee contact management tools to track prospects and business activities.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
3 days ago

Business Development Officer, Truist Investment Services, McLean, VA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 45 minutes agoStatus: Live

Job Summary

Direct and execute marketing and direct sales activities for a Financial Advisor team to increase client retention and grow revenue. Lead branding and external marketing collateral creation, manage calling efforts with community centers of influence, and build relationships with internal partners to drive referrals. Plan and run team events and co-branded functions, stay current on Truist Wealth products and FINRA education, and oversee contact management tools to track prospects and business activities.
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 facilitate direct calling efforts with centers of influence.
  • •Plan and execute team events, including co-branded functions with internal partners.
  • •Oversee contact management tools to track business and prospecting activities.

Pay and Benefits

Salary: USD 70,040 - 128,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

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:LeadershipProject managementWritingPresentationRelationship building
Licenses:Life & Health Insurance
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65
Languages:English
Tech Stack:Microsoft OfficeFINRA

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