Mass Affluent Relationship Architect

Truist; Charlotte (NC); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan and retirement benefits

Job summary

Truist Wealth seeks a seasoned Relationship Manager to oversee a mass affluent client portfolio, delivering a full range of retail banking, mortgage, planning, investments, and insurance solutions. You will use financial planning concepts to deepen client relationships and leverage Truist’s referral network for client acquisition.

You will collaborate with financial advisors and internal partners to provide integrated advice, adhere to regulatory requirements, and drive revenue growth while

Qualifications

• Bachelor's degree in business, accounting, finance, banking or equivalent financial services experience and related training.
• Five years of financial services experience with banking, investments and/or retail lending, or related relationship management.
• Active FINRA licenses or must be obtained within 100–150 days of hire; and transfer of licenses within 60 days.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients; sell, deliver and service a broad range of fee income and retail banking products.
• Develop understanding of client financial needs and collaborate with financial advisor on investments and asset allocation.
• Stay informed on market trends and provide personal financial planning/advisory guidance to clients and CPAs.
• Meet revenue, profitability and retention goals by expanding services and acquiring new clients; support referral processes.

Skills

Interpersonal skills

Sales skills

Relationship management

Communication skills

Presentation skills

Microsoft Office

Education

Bachelor's degree in business/finance

SIE license

FINRA Series 7/66/63/65 (as applicable)

Insurance licenses (Life, Health, Variable)

Tools

Microsoft Office

Job description

Truist Wealth seeks a seasoned Relationship Manager to oversee a mass affluent client portfolio, delivering a full range of retail banking, mortgage, planning, investments, and insurance solutions. You will use financial planning concepts to deepen client relationships and leverage Truist’s referral network for client acquisition.

You will collaborate with financial advisors and internal partners to provide integrated advice, adhere to regulatory requirements, and drive revenue growth while