Wealth Brokerage & Retirement Product Manager

Truist; Charlotte (NC); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Job summary

Truist is hiring a Brokerage and Retirement Products Product Manager in Charlotte, NC to support Wealth Financial Advisors. This role focuses on advising on investment options, evaluating products for suitability, and partnering with manufacturers and technology teams.

Responsibilities include educating Advisors on systems, contributing to sales strategies, and staying current with market trends and internal guidance.

Qualifications

• Strong oral and written communication skills
• 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
• Demonstrated proficiency in basic computer applications, such as the Microsoft Office suite and Bloomberg.

Responsibilities

• 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 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

Skills

Communication skills

Education

Bachelor degree or equivalent

Tools

Microsoft Office

Bloomberg

Job description

Truist is hiring a Brokerage and Retirement Products Product Manager in Charlotte, NC to support Wealth Financial Advisors. This role focuses on advising on investment options, evaluating products for suitability, and partnering with manufacturers and technology teams.

Responsibilities include educating Advisors on systems, contributing to sales strategies, and staying current with market trends and internal guidance.