Wealth National Sales Consultant

Essential Duties And Responsibilities

• Develop and manage moderately complex projects, programs and initiatives independently to achieve long-term objectives supporting the Wealth strategy
• Develop and execute activities and planning regarding Advisor Growth & Development strategies and initiatives that will enhance advisors’ abilities to achieve revenue goals
• 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
• Develop and execute process improvements to align with Truist goals and objectives
• Demonstrate deep understanding of Wealth strategy and top priorities and translate into relevant content for ongoing business operations and key routines
• Make recommendations and implement new tools to help bring scalability to the Wealth business
• Possess 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
• Conduct research and analysis as needed

Required Qualifications

• 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

Preferred Qualifications

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