Brokerage Business Development Officer

Truist Bank•Atlanta, GA

About The Position

Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long term strategic planning and overall training of the team. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Requirements

Bachelor's degree or equivalent education, training and work-related experience
Demonstrated ability to effectively manage people and projects
A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)
Strong writing and presentation skills
Significant experience planning client and prospect events
Ability to effectively present information to top management, public groups, and/or boards of directors
Demonstrated proficiency in basic computer applications such as Microsoft Office products

Nice To Haves

FINRA Series 7, 66 (or 63/65) and Life & Health Insurance licenses
Sound working knowledge of holistic banking/investment platforms, products, services, operations, and systems

Responsibilities

Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
Develop and execute a cohesive branding strategy to maximize client retention and increase new business.
Create all external marketing collateral.
Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity.
Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
Plan and execute all team events, including functions co-branded with internal partners such as Wealth and Insurance.
Oversee the use of contact management tools to track all business and prospecting activities.

Benefits

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
a 401k plan
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
10 sick days (also prorated)
paid holidays
defined benefit pension plan
restricted stock units
deferred compensation plan