Senior Mass Affluent Relationship Manager

Truist Financial Corporation; Kennesaw (GA); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Health and retirement benefits

Paid time off and holidays

Job summary

Truist Financial Corporation in the United States seeks a dedicated relationship manager to oversee a mass affluent portfolio, delivering a full suite of banking, mortgage, planning, investments and insurance solutions. You will leverage Truist’s referral network to grow client relationships and provide integrated advisory services.

The role requires a Bachelor’s degree and active securities licenses (SIE, Series 7/66) with mortgage and insurance credentials, and strong sales and communication

Qualifications

• Bachelor’s degree with a concentration in business, finance, or equivalent financial services experience.
• SIE and FINRA licenses must be active and maintained or obtained within 100–150 days; licenses transferred within 60 days.
• Active SAFE Mortgage Licensing Act compliance within 30 days of employment.
• Strong interpersonal, sales and relationship management skills.
• Proficiency with Microsoft Office products.

Responsibilities

• Serve as primary relationship manager for mass affluent clients and deliver a broad range of banking, lending, planning, investments and insurance services.
• Develop client financial plans with profiling and planning analyses; coordinate with financial advisor on investments.
• Monitor market trends and provide compliant, integrated services through IRM partners.
• Drive revenue growth, client acquisition and retention through new services and referrals.
• Maintain client activity and pipeline using the bank’s CRM system.
• Build relationships with external centers of influence to expand business.
• Adhere to audit, compliance and regulatory requirements.

Skills

Relationship management

Sales/upselling

Financial advisory

Communication

Client service

Education

Bachelor’s degree in business/finance

SIE/FINRA licenses required or to be obtained

Series 7/66 and Insurance licenses

Job description

Truist Financial Corporation in the United States seeks a dedicated relationship manager to oversee a mass affluent portfolio, delivering a full suite of banking, mortgage, planning, investments and insurance solutions. You will leverage Truist’s referral network to grow client relationships and provide integrated advisory services.

The role requires a Bachelor’s degree and active securities licenses (SIE, Series 7/66) with mortgage and insurance credentials, and strong sales and communication