Industry Consultant I

Truist•Atlanta, GA

About The Position

The Industry Consultant I supports and strengthens the effectiveness of leaders and teams aligned with a vice president. The role leads transaction execution for the team, oversees junior staff as needed, and supports specialists’ origination efforts with minimal oversight. It develops industry-specific content, educates bankers, identifies high-potential opportunities, and uses data analysis to create strategies aligned with organizational goals and revenue growth. The consultant supports a limited number of Industry Specialists and their industries, increasingly representing those industries independently in prospecting, training, education, and thought leadership. The position requires visibility in regional markets, relationship building with internal and external stakeholders, and independent management of complex transaction execution. It also contributes to industry growth initiatives, portfolio insights, prospecting, and investment recommendations for industry-related data and resources.

Requirements

Bachelor’s degree.
At least 5 years of related financial services work experience.
In-depth knowledge of relevant industry sectors, banking, markets, and financial solutions.
Advanced financial analytical, sales, presentation, client relationship management, organizational, leadership, and interpersonal skills.
Experience leading the execution of a wide variety of client transactions.
Superior written and oral communication skills, strong analytical skills, and keen attention to detail.
Competitive drive, strong work ethic, self-starter approach, and team orientation.
Adaptability, flexibility, organizational skills, and time-management skills.
Effective sales and relationship-building skills, with a demonstrated ability to establish credibility quickly with clients and internal stakeholders.
Resourcefulness and ability to navigate internal complexities, work effectively in a distributed model, and influence others.
Advanced proficiency in Microsoft Excel and PowerPoint.

Nice To Haves

MBA.
Direct and independent client-calling experience.

Responsibilities

Support a limited number of Industry Specialists and their industries, increasingly representing them independently for prospecting, training, and education.
Develop industry-specific thought leadership and educate regional teams through in-person visits, virtual meetings, and conference calls.
Work with Industry Specialists to strengthen regional relationships by attending planning sessions and organizing targeted calls with relationship managers and team leads.
Work with internal and external stakeholders to advance goals and improve industry knowledge, with minimal oversight.
Independently manage transaction execution, including pitch creation, deal-team formation, working-call leadership, and resolution of complex transaction issues.
Organize and lead calls with enterprise deal-team members and external constituencies, representing Industry Specialty in transaction-related meetings.
Create industry-specific content, including pitch materials, newsletters, presentations, educational documents, publications, and thought leadership; collaborate with regional teams on prospect lists.
Continue developing mastery of assigned industries and engage effectively with clients and partners on increasingly complex opportunities.
Support industry-specific growth initiatives, generate ideas and revenue, and help create white papers or business plans to gain stakeholder buy-in and grow the business.
Use industry trend analysis to develop actionable strategies that support revenue growth and organizational goals.
Help identify and manage relevant databases, subscriptions, conferences, and other industry investments; provide insights on pricing, peer comparisons, transaction comparisons, and market data.
Maintain organized industry portfolio information and use portfolio knowledge to create action plans and support growth strategies.

Benefits

Medical insurance.
Dental insurance.
Vision insurance.
Life insurance.
Disability insurance.
Tax-preferred savings accounts.
401(k) plan.
At least 10 days of vacation during the first year, prorated as applicable.
10 sick days, prorated as applicable.
Paid holidays.
Depending on position and division, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.