Brokerage Business Development Officer

Truist • Atlanta, GA

1d

About The Position

The Brokerage Business Development Officer is responsible for directing and executing all marketing and direct sales activities for a Financial Advisor team. The primary goal is to increase client retention to sustain and grow revenue. This role also involves providing leadership to the Financial Advisor team and contributing to short- and long-term strategic planning and overall training of the team. Key duties include establishing the strategic direction for revenue growth, developing and executing a cohesive branding strategy, creating external marketing collateral, facilitating direct calling efforts on centers of influence, building relationships with internal partners for new revenue sources and referrals, staying knowledgeable about Truist Wealth products, planning and executing team events, and overseeing the use of contact management tools.

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 insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 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 (depending on the position and division)
• Restricted stock units (depending on the position and division)
• Deferred compensation plan (depending on the position and division)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior