Industry Consultant I (GovCon)

Truist Bank • Washington DC, VA

1d

About The Position

Provide support to and strengthen the effectiveness of the Industry Specialist(s) to whom this role is primarily aligned (Aerospace, Defense & Government Services). Manage all aspects of transaction execution in partnership with internal and external partners, while overseeing junior team members as needed. Support all aspects of industry origination efforts with minimal oversight, ensuring high quality execution and alignment with strategic objectives. Proactively develop industry specific content and represent the industry through banker education, thought leadership, and client facing engagement. Present customized industry solutions to clients and prospects, while independently identifying high potential opportunities within the respective industry. Leverage strong analytical skills, data driven insights, and industry expertise to recommend tailored strategies that drive increased client value and contribute to revenue growth. The role requires exceptional attention to detail, the ability to work independently as an industry expert, and the capability to influence outcomes across teams. $236,660ESSENTIAL DUTIES AND RESPONSIBILITIES: 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. 1. Primarily aligned with and provides support to a limited number of Industry Specialists and respective industries. With increasing frequency, engages with teammates independently to represent the industries for the purpose of prospecting, training and education. Begins to independently formulate and develop industry specific thought leadership 2. Responsible for being visible in the regions through in person visits, virtual meetings or conference calls; responsible for independently educating the regions and representing the industries on behalf of the Industry Specialists 3. Works with Industry Specialists to deepen relationships with Regions by attending planning sessions and setting up and running targeted planning calls with RMs and Team Leads 4. Effectively works with internal and external constituencies with minimal oversight from Industry Specialists toward a targeted goal of influencing and enhancing all constituents’ industry knowledge 5. Responsible for independently managing all aspects of transaction execution including pitch creation, deal team formation, working call leadership and complex transaction issue resolution 6. Takes leadership role in organizing and leading calls with deal team members from across the enterprise, as well as calls with external constituencies, independently representing Industry Specialty on calls and in meetings (including but not limited to risk, underwriting, legal, client, outside counsel, other outside firms) related to transaction execution 7. Drives growth of industries through creation of industry specific content, including pitch materials, newsletters, industry presentations, internal educational documents, ad hoc publications, and independent thought leadership pieces all providing relevant insights for clients and prospects and developing industry-specific portfolio insights; assists with prospecting efforts in partnership with regions by collaborating to create prospect lists 8. Continues to develop mastery of industries and display advanced comfort level in client and partner interactions and with increasingly complex opportunities 9. Supports Industry Specialists in the development of industry-specific strategic growth initiatives; displays an increasing level of independent idea generation and revenue production; in coordination with Industry Specialists, creates white papers or business plans for key stakeholders, including risk, for the purpose of gaining buy-in and growing the business 10. Leverages industry trend analysis to develop actionable strategies in partnership with Industry Specialists to drive revenue growth, ensuring alignment with organizational goals 11. Works with Industry Specialists to identify and manage relevant databases, subscriptions, conferences and other investment needs related to the industry; provides thought leadership related to investments and internal databases including, but not limited to, pricing data, peer comps, transactions comps, market/transaction data 12. Maintains organized information around industry portfolios; leverages portfolio knowledge to create dynamic action plans for industry clients; has a deep understanding of existing industry portfolios and related growth strategy

Requirements

• Bachelor’s degree
• 5+ years of related financial services work experience
• In-depth knowledge of respective industry sector(s), banking, market and financial solutions
• Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
• Experience in leading the execution of an extensive variety of client transactions
• Superior skills in written and oral communications and strong analytical skills with keen attention to detail
• Competitive drive and high work ethic, self-starter, team-oriented
• High level of adaptability and flexibility with strong organizational and time management skills
• Effective sales skills, relationship building behaviors and proven ability to quickly establish credibility with clients and internal stakeholders
• Resourceful and possessing ability to navigate internal complexities and work effectively in a distributed model with demonstrated ability to influence others
• Advanced proficiency in Microsoft Excel and PowerPoint

Nice To Haves

• MBA
• Direct and independent client calling experience

Responsibilities

• Primarily aligned with and provides support to a limited number of Industry Specialists and respective industries. With increasing frequency, engages with teammates independently to represent the industries for the purpose of prospecting, training and education. Begins to independently formulate and develop industry specific thought leadership
• Responsible for being visible in the regions through in person visits, virtual meetings or conference calls; responsible for independently educating the regions and representing the industries on behalf of the Industry Specialists
• Works with Industry Specialists to deepen relationships with Regions by attending planning sessions and setting up and running targeted planning calls with RMs and Team Leads
• Effectively works with internal and external constituencies with minimal oversight from Industry Specialists toward a targeted goal of influencing and enhancing all constituents’ industry knowledge
• Responsible for independently managing all aspects of transaction execution including pitch creation, deal team formation, working call leadership and complex transaction issue resolution
• Takes leadership role in organizing and leading calls with deal team members from across the enterprise, as well as calls with external constituencies, independently representing Industry Specialty on calls and in meetings (including but not limited to risk, underwriting, legal, client, outside counsel, other outside firms) related to transaction execution
• Drives growth of industries through creation of industry specific content, including pitch materials, newsletters, industry presentations, internal educational documents, ad hoc publications, and independent thought leadership pieces all providing relevant insights for clients and prospects and developing industry-specific portfolio insights; assists with prospecting efforts in partnership with regions by collaborating to create prospect lists
• Continues to develop mastery of industries and display advanced comfort level in client and partner interactions and with increasingly complex opportunities
• Supports Industry Specialists in the development of industry-specific strategic growth initiatives; displays an increasing level of independent idea generation and revenue production; in coordination with Industry Specialists, creates white papers or business plans for key stakeholders, including risk, for the purpose of gaining buy-in and growing the business
• Leverages industry trend analysis to develop actionable strategies in partnership with Industry Specialists to drive revenue growth, ensuring alignment with organizational goals
• Works with Industry Specialists to identify and manage relevant databases, subscriptions, conferences and other investment needs related to the industry; provides thought leadership related to investments and internal databases including, but not limited to, pricing data, peer comps, transactions comps, market/transaction data
• Maintains organized information around industry portfolios; leverages portfolio knowledge to create dynamic action plans for industry clients; has a deep understanding of existing industry portfolios and related growth strategy

Benefits

• 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.
• 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.

What This Job Offers

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