Wealth National Sales Consultant

Job Title

Provide strategy to further enhance project management initiatives for various Advisor Growth & Development Team projects, helping to drive revenue generation for advisors within Wealth.

This teammate will have an overall understanding of the Wealth line of business and supporting operating systems, policies and procedures throughout Truist. 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.

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

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.