Product Manager - Brokerage & Retirement Products

Truist•Atlanta, GA

6d•$100,000 - $115,000•Onsite

About The Position

The Brokerage and Retirement Products Product Manager is primarily responsible for providing financial product support to the Truist Wealth Financial Advisors. This role contributes to the design and implementation of the sales and marketing strategy, including face-to-face meetings with Financial Advisors. The Product Manager will recommend appropriate investment options for specific client needs based on an in-depth understanding of the products on the platform. They will perform periodic evaluations of products and services offered by product manufacturers to determine continued suitability and develop/maintain working relationships with product manufacturers, industry peers, and technology partners to stay abreast of product innovation and industry trends. The position also involves participating in client and prospect meetings with Financial Advisors as requested, developing an in-depth understanding of the technology systems that support the product to educate Financial Advisors, and remaining current with internal firm investment advice, industry trends, market events, and available product sets. Risk management is key, aligning activities with the firm’s risk appetite, and maintaining a working knowledge of Firm and product-specific policies and procedures. The role requires performing work in a manner consistent with the Truist purpose, mission, and values. The annual base salary for this position is $100,000 - $115,000.

Requirements

Bachelor degree or equivalent education, training or work experience
Minimum 5 years of investments/wealth management experience
Minimum 2 years of direct experience with assigned product area
FINRA Registrations Series 7 and 66 or equivalent
Strong oral and written communication skills
Demonstrated proficiency in basic computer applications, such as the Microsoft Office suite
Life, Variable Products, and Long-Term Care licenses, if applicable to assigned product area

Nice To Haves

Advanced degree or designation, such as CFA or CFP
Experience using the NFS Wealthscape and Envestnet systems

Responsibilities

Contribute to the design and implementation of the sales and marketing strategy, including face-to-face meetings with Financial Advisors.
Recommend appropriate investment options for specific client needs based on an in-depth understanding of the products on the platform.
Perform periodic evaluation of products and services offered by product manufacturers to determine continued suitability.
Develop and maintain working relationships with product manufacturers, industry peers and technology partners in order to stay abreast of product innovation and industry trends.
Participate in client and prospect meetings with Financial Advisors as requested.
Develop an in-depth understanding of the technology systems that support the product in order to be able to educate the Financial Advisors.
Remain current with internal firm investment advice and guidance, industry trends, market events and available product sets.
Manage risk by aligning activities with the firm’s risk appetite.
Maintain working knowledge of Firm and product-specific policies and procedures.
Perform work in a manner consistent with the Truist purpose, mission, and values.