Product Manager

6 days ago

Richmond, Virginia, United States Truist Full time
Job Description

About the Role

We are seeking a highly skilled Product Manager to join our team at Truist. As a Product Manager, you will be responsible for supporting ongoing sales efforts of our advisors as it relates to product evaluation, training, and proper product positioning.

Key Responsibilities

  • Design and Implementation of Sales and Marketing Strategy

Contribute to the design and implementation of the sales and marketing strategy, including face-to-face meetings with Financial Advisors.

Product Evaluation and Recommendation

Recommend appropriate investment options for specific client needs based on an in-depth understanding of the products on the platform.

Business Analysis and Risk Management

Perform periodic evaluation of products and services offered by product manufacturers to determine continued suitability.

Relationship Building and Communication

Develop and maintain working relationships with product manufacturers, industry peers, and technology partners in order to stay abreast of product innovation and industry trends.

Client and Prospect Meetings

Participate in client and prospect meetings with Financial Advisors as requested.

Technology and Education

Develop an in-depth understanding of the technology systems that support the product in order to be able to educate the Financial Advisors.

Industry Knowledge and Risk Management

Remain current with internal firm investment advice and guidance, industry trends, market events, and available product sets.

Compliance and Governance

Manage risk by aligning activities with the firm's risk appetite.

Policies and Procedures

Maintain working knowledge of Firm and product-specific policies and procedures.

Truist Values

Perform work in a manner consistent with the Truist purpose, mission, and values.

Requirements

  • Education and Experience

Bachelor degree or equivalent education, training, or work experience.

Investments and Wealth Management Experience

Minimum 5 years of investments/wealth management experience.

Product Area Experience

Minimum 2 years of direct experience with assigned product area.

FINRA Registrations

FINRA Registrations Series 7 and 66 or equivalent.

Communication and Technical Skills

Strong oral and written communication skills.

Computer Applications

Demonstrated proficiency in basic computer applications, such as the Microsoft Office suite.

Licenses and Certifications

Life, Variable Products, and Long-Term Care licenses, if applicable to assigned product area.

Preferred Qualifications

  • Advanced Degree or Designation

Advanced degree or designation, such as CFA or CFP.

System Experience

Experience using the NFS Wealthscape and Envestnet systems.

About Truist

Truist is a company that stands for better. We are a relentless pursuit of better at Truist means we are 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 are creating smarter and easier experiences for clients. It means we are 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.

Benefits

Truist offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. 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.

Equal Opportunity Employer

Truist 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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