Product Manager – Brokerage

4 weeks ago

Atlanta, Georgia, United States Truist Full time

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility )

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for supporting ongoing sales efforts of Truist Wealth advisors as it relates to product evaluation, training, and proper product positioning. Candidates will also need to be able to demonstrate the ability to work with a variety of different areas within a home office which include, but are not limited to the other Truist Wealth Product Groups as well as the Operations, Compliance, Surveillance, Legal, and Marketing Groups. This position will also be tasked with business analysis functions to aid the Senior Product Manager and other leaders manage the business. The focus of the position will be on the Annuity & Insurances businesses of Truist Wealth.

Essential Duties & 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.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 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 areaFINRA 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

Preferred Qualifications:

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

Truist stands for better

Our relentless pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we're creating smarter and easier experiences for clients. It means we're connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better.

Touch. Technology. Trust

Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site )

. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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Pay Transparency Nondiscrimination Provision )

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