Product Manager - Brokerage & Retirement Products

Truist; Richmond (VA); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Job summary

Truist Wealth is seeking a Brokerage and Retirement Products Product Manager to provide financial product support to the Trusted Wealth Financial Advisors in Richmond, VA. You will help design sales/marketing strategies, recommend investment options, and maintain product knowledge to stay ahead of industry trends.

The role requires collaboration with manufacturers and technology partners and participation in advisor meetings.

Qualifications

• Minimum 5 years of investments/wealth management experience.
• Minimum 2 years of direct experience with assigned product area.
• FINRA Series 7 and 66 or equivalent.
• Strong oral and written communication skills.
• Proficiency in Microsoft Office and Bloomberg.

Responsibilities

• Contribute to the design and implementation of sales and marketing strategy with Financial Advisors.
• Recommend appropriate investment options for client needs based on the products on the platform.
• Evaluate products and services for continued suitability.
• Develop relationships with product manufacturers, industry peers and technology partners.
• Participate in client and prospect meetings with Financial Advisors as requested.
• Understand the technology systems that support the product to educate Advisors.
• Stay current with firm investment guidance, industry trends, and available product sets.
• Manage risk by aligning activities with the firm’s risk appetite.

Skills

Wealth management experience

Communication skills

Financial product knowledge

Education

Bachelor's degree or equivalent education

FINRA Series 7 and 66

Tools

Bloomberg

Microsoft Office

Job description

Need Help?

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Brokerage and Retirement Products Product Manager is primarily responsible for providing financial product support to the Truist Wealth Financial Advisors.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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. The annual base salary for this position is $100,000 - $115,000

Qualifications

Required Qualifications

• 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 area
• FINRA 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 and Bloomberg.

Preferred Qualifications

• Advanced degree or designation, such as CFA or CFP
• Experience using the NFS Wealthscape and Envestnet systems.
• Equity, options and fixed-income trading 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. 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 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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