Brokerage Business Development Officer

Marketing Director For Financial Advisor Team

Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long term strategic planning and overall training of the team.

Essential Duties and Responsibilities :

1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.

2. Develop and execute a cohesive branding strategy to maximize client retention and increase new business.

3. Create all external marketing collateral.

4. Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity.

5. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.

6. Plan and execute all team events, including functions co-branded with internal partners such as Wealth and Insurance.

7. Oversee the use of contact management tools to track all business and prospecting activities.

Qualifications :

Required Qualifications :

1. Bachelor's degree or equivalent education, training and work-related experience

2. Demonstrated ability to effectively manage people and projects

3. A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)

4. Strong writing and presentation skills

5. Significant experience planning client and prospect events

6. Ability to effectively present information to top management, public groups, and / or boards of directors

7. Demonstrated proficiency in basic computer applications such as Microsoft Office products

Preferred Qualifications :

1. FINRA Series 7, 66 (or 63 / 65) and Life & Health Insurance licenses

2. Sound working knowledge of holistic banking / investment platforms, products, services, operations, and systems