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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.
1. Works closely with senior banking professionals product specialists clients and other internal and external constituencies to help drive business growth.
2. Responsible for gaining understanding of clients strategy financial objectives risk tolerance and desired outcomes / metrics of success
3. Responsible for winning Capital Markets and Banking solutions or other advisory services that align with clients strategic and financial objectives based on bankers knowledge of sector and client
4. 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 79 63
3. 12-14 years of related work experience
4. Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum
5. Advanced knowledge of industry market and products
6. Proven ability to develop nurture and monetize trusted advisor client relationships with senior executives
7. Advanced analytical and technical skills combined with a problem solving attitude
8. Excellent interpersonal style good listening skills and the ability to communicate complex ideas clearly and concisely
9. Strong partnering and leadership skills in a complex matrixed environment
Preferred Requirements
1. MBA degree with a Finance focus or equivalent advanced technical degree
2. 14-16 years of related work experience
3. 6-8 years of management experience
- The annual base salary for this position in New York is $200000
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.
Required Experience:
Senior IC
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