Industry Consultant III

Truist; Charlotte (NC); On-site; USD 140,000 - 200,000; Full time

Job summary

Truist is seeking a senior leader to own go-to-market strategy for targeted industry sectors within CCB and to deliver investment banking and capital markets solutions to privately‑held clients. The role partners with local commercial banking teams to acquire and deepen relationships, while providing market insights and tailored industry solutions.

You will identify high‑potential opportunities, craft industry content, and coordinate with risk, investment banking and capital markets to meet

Qualifications

• Bachelor’s degree with 10+ years demonstrated work experience with expert knowledge in the respective industry, banking and complex risk situations.
• Direct sales experience in Investment Banking, Corporate Banking or Capital Markets of 7+ years.
• Strong ability to develop relationships with business owners, C‑Suite executives and internal key stakeholders; experience delivering persuasive presentations and influencing executive‑level constituents through impactful written and verbal communications.

Responsibilities

• Develop sales strategy for respective industry and gain internal buy‑in from line of business leadership and risk executives prior to launching initiative.
• Direct, build, and foster new and existing business relationships by providing sales, research and targeted prospect lists to local relationship managers within respective industry specialty.
• Actively call on clients and prospects within specialized industries in partnership with local banking team; drive consistency in sales approach.
• Generate customized industry‑specific content and relevant insights for clients and prospects.
• Partner closely with risk team to identify and mitigate industry risks by understanding trends and the macro landscape (includes maintaining industry pricing comps).
• Partner closely with the investment bank to facilitate the delivery of investment banking capabilities to commercial clients including support with enterprise value and corporate finance needs.
• Partner closely with capital markets to offer appropriate solutions to meet complex financing needs.
• Establish and maintain the brand for respective industry inside Truist and externally in the market through conference calls, industry publications, webinars, speaking engagements, conference sponsorships and industry specific events.

Skills

Direct sales experience

Executive-level communication

Industry knowledge in banking

Strategic mindset

Leadership skills

Education

Bachelor’s degree

MBA (preferred)

Job description

Job Description

Responsible for Truist’s go‑to‑market strategy for specified targeted industry sectors within CCB. Responsible for delivering investment banking and capital markets solutions to privately‑held clients. Leverage industry expertise to proactively partner with local commercial banking teams to acquire new clients and deepen existing relationships. Deliver industry specific content and customized industry solutions. Provide market commentary and a view of competitive landscape to support our clients with highly complex financing needs. Proactively identify high‑potential opportunities, recommend tailored solutions, and drive more attractive returns.

Responsibilities

• Develop sales strategy for respective industry and gain internal buy‑in from line of business leadership and risk executives prior to launching initiative.
• Direct, build, and foster new and existing business relationships by providing sales, research and targeted prospect lists to local relationship managers within respective industry specialty.
• Actively call on clients and prospects within specialized industries in partnership with local banking team; drive consistency in sales approach.
• Generate customized industry‑specific content and relevant insights for clients and prospects.
• Partner closely with risk team to identify and mitigate industry risks by understanding trends and the macro landscape (includes maintaining industry pricing comps).
• Partner closely with the investment bank to facilitate the delivery of investment banking capabilities to commercial clients including support with enterprise value and corporate finance needs.
• Partner closely with capital markets to offer appropriate solutions to meet complex financing needs.
• Establish and maintain the brand for respective industry inside Truist and externally in the market through conference calls, industry publications, webinars, speaking engagements, conference sponsorships and industry specific events.

Qualifications

Required Qualifications

• Bachelor’s degree with 10+ years demonstrated work experience with expert knowledge in the respective industry, banking and complex risk situations.
• Direct sales experience in Investment Banking, Corporate Banking or Capital Markets of 7+ years.
• Successful track record of growing business and delivering sales results through a highly distributed and matrixed model.
• Direct engagement with business owners, C‑Suite executives and internal key stakeholders; experience delivering persuasive presentations and influencing executive‑level constituents through impactful written and verbal communications.
• Maintains extensive network of industry contacts and proven ability to monetize industry knowledge.
• Strong consulting, communication, presentation and interpersonal skills.
• Demonstrated ability to prepare and deliver clear and effective client sales presentations.
• Strong leadership skills with a strong customer‑service orientation.
• Strong presentation skills to create and deliver conclusion‑oriented discussion documents and presentation; tenured experience working with and understanding the needs of large corporate banking companies.
• Strategic mindset and proven experience influencing within a matrixed organization.
• Resourceful and possessing ability to navigate internal complexities and work effectively in a distributed model.

Preferred Qualifications

• MBA.

Benefits

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 401(k) 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. 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 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. EEO is the law. E‑Verify. IER. Right to work.