Industry Consultant I

Truist; Charlotte (NC); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid vacation and holidays

Disability and life insurance

Job summary

Truist is seeking an experienced Industry Specialist to support leaders and teams in executing complex financial transactions across assigned industries. This role requires strategic thinking, strong client engagement, and the ability to influence cross-functional groups.

You will lead all aspects of deal execution, mentor junior staff, and proactively develop industry content to educate bankers and drive revenue growth. Strong collaboration with regions and deal teams is essential.

Qualifications

• Bachelor’s degree required.
• 5+ years of financial services experience.
• Advanced financial analytical, sales, presentation and relationship skills.
• Experience leading client transactions and cross-functional teams.
• Strong written/oral communication and detail orientation.
• Ability to navigate a distributed model and influence stakeholders.

Responsibilities

• Lead transaction execution including pitch creation and deal team formation.
• Direct work of junior staff and coordinate with risk, legal and other teams.
• Independently manage calls and meetings with internal and external stakeholders.
• Develop industry content and thought leadership to support revenue growth.
• Educate regional teams and strengthen relationships with key clients.

Skills

Financial analysis

Sales skills

Presentation skills

Client relationship management

Organizational skills

Leadership

Interpersonal skills

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Job description

Need Help?

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Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Provide support to and strengthen the effectiveness of leaders and teams to which vice president is primarily aligned. Responsible for leading all aspects of transaction execution on behalf of team and overseeing work of other junior staff, as needed. Supports all aspects of respective specialists’ origination efforts, with minimal oversight. Proactively develops industry specific content and represents industry through providing industry education for bankers. Begins to independently identify high-potential opportunities within respective industries and may assume the primary industry role in select situations. Leverages data analysis to develop actionable strategies that align with organizational goals and drive revenue growth.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Primarily aligned with and provides support to a limited number of Industry Specialists and respective industries. With increasing frequency, engages with teammates independently to represent the industries for the purpose of prospecting, training and education. Begins to independently formulate and develop industry specific thought leadership
• Responsible for being visible in the regions through in person visits, virtual meetings or conference calls; responsible for independently educating the regions and representing the industries on behalf of the Industry Specialists
• Works with Industry Specialists to deepen relationships with Regions by attending planning sessions and setting up and running targeted planning calls with RMs and Team Leads
• Effectively works with internal and external constituencies with minimal oversight from Industry Specialists toward a targeted goal of influencing and enhancing all constituents’ industry knowledge
• Responsible for independently managing all aspects of transaction execution including pitch creation, deal team formation, working call leadership and complex transaction issue resolution
• Takes leadership role in organizing and leading calls with deal team members from across the enterprise, as well as calls with external constituencies, independently representing Industry Specialty on calls and in meetings (including but not limited to risk, underwriting, legal, client, outside counsel, other outside firms) related to transaction execution
• Drives growth of industries through creation of industry specific content, including pitch materials, newsletters, industry presentations, internal educational documents, ad hoc publications, and independent thought leadership pieces all providing relevant insights for clients and prospects and developing industry-specific portfolio insights; assists with prospecting efforts in partnership with regions by collaborating to create prospect lists
• Continues to develop mastery of industries and display advanced comfort level in client and partner interactions and with increasingly complex opportunities
• Supports Industry Specialists in the development of industry-specific strategic growth initiatives; displays an increasing level of independent idea generation and revenue production; in coordination with Industry Specialists, creates white papers or business plans for key stakeholders, including risk, for the purpose of gaining buy-in and growing the business
• Leverages industry trend analysis to develop actionable strategies in partnership with Industry Specialists to drive revenue growth, ensuring alignment with organizational goals
• Works with Industry Specialists to identify and manage relevant databases, subscriptions, conferences and other investment needs related to the industry; provides thought leadership related to investments and internal databases including, but not limited to, pricing data, peer comps, transactions comps, market/transaction data
• Maintains organized information around industry portfolios; leverages portfolio knowledge to create dynamic action plans for industry clients; has a deep understanding of existing industry portfolios and related growth strategy

QUALIFICATIONS

Required Qualifications:

• Bachelor’s degree
• 5+ years of related financial services work experience
• In-depth knowledge of respective industry sector(s), banking, market and financial solutions
• Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
• Experience in leading the execution of an extensive variety of client transactions
• Superior skills in written and oral communications and strong analytical skills with keen attention to detail
• Competitive drive and high work ethic, self-starter, team-oriented
• High level of adaptability and flexibility with strong organizational and time management skills
• Effective sales skills, relationship building behaviors and proven ability to quickly establish credibility with clients and internal stakeholders
• Resourceful and possessing 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

Preferred Qualifications:

• MBA
• Direct and independent client calling experience

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.
• Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan may also be eligible depending on position and division.
• 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 is an Equal Opportunity Employer that does not discriminate 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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