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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)1. Works closely with senior banking professionals product specialists clients and other internal and external constituencies to help drive the business growth.
2. Leads support work business development and/or product/client relationship management.
3. Assists in the generation of ideas and strategies for new business opportunities.
4. Leads processes required to convert ideas to sales pitches including due diligence execution and client pitch preparation.
5. Leads all aspects of transaction execution including organizing teams and handling engagement with internal and external constituencies selling product and advisory ideas internally and externally and managing resolution of complex client transaction issues
6. May supervise junior staff (i.e. Analysts Interns and Associates) by assigning and overseeing their day-to-day work.
7. Manages highly complex financial modeling pitch-book production development client relationship and deal team travel etc.
8. Additional responsibilities on internal client management duties as specified by manager and team.
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. BA/BS degree
2. Licenses: Series 7 or 79 63
3. 8 years of related work experience
4. In-depth knowledge of investment banking market industry sector and/or financial products
5. Advanced skills in financial analytical sales presentation client relationship management organizing leadership and interpersonal relationship management
6. Superior skills in written and oral communications
Preferred Qualifications:
1. MBA degree with a Finance focus
2. 10-12 years of related work experience
3. 2-4 years of management experience
The annual base salary for this position is $250000 per year.
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 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 Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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.
EEO is the LawPay Transparency Nondiscrimination Provision E-Verify
Required Experience:
Exec
Full-Time