Wealth National Sales Consultant

About the role

This position involves developing and managing projects to enhance advisor growth and development initiatives for various Advisor Growth & Development Team projects within the Wealth line of business at Truist.

Responsibilities

• Develop and manage moderately complex projects, programs and initiatives independently to achieve long-term objectives supporting the Wealth strategy
• Participate in and head various projects, activities and events driven by the Advisor Growth & Development Team
• Create and develop sales enablement tools in support of Advisor Growth & Development Team Activities across Truist Wealth
• Work closely with the Advisor Growth & Development Team to develop and implement strategies based on consultations with business leaders inside and outside the business unit to achieve business objectives
• Conduct research and analysis as needed
• Make recommendations and implement new tools to help bring scalability to the Wealth business
• Show an in-depth understanding of Truist Wealth functions, structure and processes and be able to integrate into all business functions to further the ability for advisors to be successful

Requirements

• Bachelor's degree
• Experience on project teams and managing a segment of project work
• Demonstrated ability to achieve desired results and excellence in analysis, change management, project management, negotiation and persuasion
• Strong problem-solving, strategic planning and partnership skills
• Excellent verbal and written communication skills
• Excellent technology skills with an emphasis on the MS Suite of Products

Qualifications

• Three years of experience within financial services industry or other related business
• FINRA Registrations: SIE, S7, 66 or 63/65

Skills

• In-depth understanding of Truist Wealth functions, structure and processes

Benefits

Please visit Truist's Benefits site for details on available benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. For more details on Truist's generous benefit plans, please visit our Benefits site.

Pay

Details on pay will be provided upon interview.

Schedule

The work shift is 1st shift (United States of America).