Industry Consultant I

Truist Bank•Atlanta, GA

About The Position

The Industry Consultant I provides support to 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 and regional teams, and begins identifying high-potential opportunities and representing the industry independently in select situations. The role uses data and industry trend analysis to develop strategies aligned with organizational goals and revenue growth. The position works with Industry Specialists and regional partners to deepen relationships, build industry knowledge, develop growth initiatives, and support prospecting. It independently manages transaction execution, including pitch creation, deal-team coordination, calls, and complex issue resolution. It also develops industry materials and insights, maintains portfolio knowledge, and helps identify relevant databases, subscriptions, conferences, and other investment needs.

Requirements

Bachelor’s degree.
At least 5 years of related financial services work experience.
In-depth knowledge of respective industry sectors, banking, markets, and financial solutions.
Advanced financial analytical, sales, presentation, client relationship management, organizing, leadership, and interpersonal relationship management skills.
Experience leading 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 orientation, and ability to work as part of a team.
Adaptability and flexibility, with strong organizational and time-management skills.
Effective sales skills, relationship-building behaviors, and demonstrated ability to establish credibility quickly with clients and internal stakeholders.
Resourcefulness and 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

Support a limited number of Industry Specialists and their industries; increasingly engage independently with teammates to represent industries for prospecting, training, and education.
Represent industries to regional teams through in-person visits, virtual meetings, and conference calls, and independently provide education on behalf of Industry Specialists.
Work with Industry Specialists to deepen regional relationships by attending planning sessions and organizing and leading targeted planning calls with relationship managers and team leads.
Work with internal and external constituencies, with minimal oversight, to influence and enhance industry knowledge.
Independently manage all aspects of transaction execution, including creating pitches, forming deal teams, leading working calls, and resolving complex transaction issues.
Organize and lead calls with enterprise deal-team members and external parties, independently representing Industry Specialty in transaction-related calls and meetings involving risk, underwriting, legal, clients, outside counsel, and other firms.
Create industry-specific content such as pitch materials, newsletters, presentations, internal education documents, publications, thought leadership, and portfolio insights; collaborate with regions on prospect lists.
Continue developing mastery of assigned industries and handle increasingly complex opportunities and client and partner interactions.
Support development of industry-specific strategic growth initiatives; generate ideas and revenue, and create white papers or business plans with Industry Specialists for stakeholder approval and business growth.
Use industry trend analysis to develop actionable strategies with Industry Specialists that support revenue growth and organizational goals.
Work with Industry Specialists to identify and manage relevant databases, subscriptions, conferences, and other industry investment needs; provide thought leadership on industry resources and data.
Maintain organized industry portfolio information and use portfolio knowledge to develop action plans for industry clients and support portfolio growth strategies.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division