Senior Mass Affluent Relationship Manager

Truist Financial Corporation; Charleston (WV); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

401(k)

Job summary

Truist Financial Corporation seeks an experienced relationship manager for a mass affluent portfolio. You will deliver tailored banking, planning, investments, mortgage, and insurance solutions, leveraging the Truist referral network to grow and deepen client relationships.

In this role, you’ll work within the Premier Banking framework, update client profiles, and coordinate with IRM partners to ensure a seamless client experience while meeting revenue and retention targets.

Qualifications

• Bachelor’s degree in business, finance, or related field.
• 5+ years of financial services experience with banking/investments.
• Strong knowledge of personal financial planning and advisory concepts.
• Active FINRA licenses or ability to obtain within 100–150 days; SAFE mortgage licensing.
• Excellent interpersonal, sales and relationship-management skills.

Responsibilities

• Serve as primary relationship manager for mass affluent clients with a broad range of banking and advisory services.
• Develop and deepen client relationships through financial planning and integrated solutions.
• Collaborate with investment accounts and insurance to meet client objectives.
• Achieve revenue growth, profitability, and client retention goals.
• Maintain strong cross-functional partnerships to deliver seamless service.
• Adhere to audit, compliance, and regulatory standards.

Skills

Relationship management

Financial planning

Client advisory

Sales and cross-selling

Education

Bachelor's degree in business/finance

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks an experienced relationship manager for a mass affluent portfolio. You will deliver tailored banking, planning, investments, mortgage, and insurance solutions, leveraging the Truist referral network to grow and deepen client relationships.

In this role, you’ll work within the Premier Banking framework, update client profiles, and coordinate with IRM partners to ensure a seamless client experience while meeting revenue and retention targets.