Wealth Products Manager — Brokerage & Retirement

Truist; Atlanta (GA); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Vacation days

Sick days

Paid holidays

Pension plan

Restricted stock units

Deferred compensation

Job summary

Truist Wealth is seeking a Brokerage and Retirement Products Product Manager to provide financial product support to the Truist Wealth Financial Advisors. You will help design sales/marketing strategy, and recommend investment options based on product knowledge.

The role requires building relationships with manufacturers, participating in meetings, understanding supporting technology, and staying current with market trends. Base salary ranges from $100,000 to $115,000.

Qualifications

• Bachelor degree or equivalent education, training or work experience is required.
• 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.
• Proficient in basic computer applications, such as Microsoft Office 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 client needs based on product knowledge.
• Perform periodic evaluation of products and services to determine continued suitability.
• Develop relationships with product manufacturers, industry peers and technology partners.
• Participate in client and prospect meetings with Financial Advisors.
• Develop understanding of technology systems supporting the product to educate Advisors.
• Stay current with internal investment guidance, trends, and product sets.
• Manage risk by aligning activities with the firm’s risk appetite.

Skills

Investment experience

Communication skills

Microsoft Office

Bloomberg

FINRA Series 7/66

Product management

Education

Bachelor degree or equivalent

Tools

NFS Wealthscape

Envestnet

Job description

Truist Wealth is seeking a Brokerage and Retirement Products Product Manager to provide financial product support to the Truist Wealth Financial Advisors. You will help design sales/marketing strategy, and recommend investment options based on product knowledge.

The role requires building relationships with manufacturers, participating in meetings, understanding supporting technology, and staying current with market trends. Base salary ranges from $100,000 to $115,000.