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. Applies extensive industry / market / product knowledge to drive revenue production and business growth.
2. Plays a key role in developing strategy and objectives for designated business area.
3. Responsible for managing a small to mid-size team of originators and support staff.
4. Handles all aspects of client interactions, including generating ideas and structuring derivative solutions for clients, development and pitching of marketing materials, directing and coordinating execution of transactions and working closely with partners in relationship management and capital markets
5. Some responsibility for representation with fiscal, legal, regulatory & trade entities.
6. Works closely with credit risk management to ensure proper risk / reward balance of derivative transactions
7. Attracts and retains top talent. Mentors and coaches junior staff
8. Individual revenue contribution of $5-10mm / non-manager $7-12mm 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, 63
3. 10-14 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 financial 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 Qualifications :
1. MBA degree, with a Finance focus
2. 14-16 years of related work experience
3. 2-5 years of management experience
4. Experience with derivative products, including but not limited to familiarity with ISDA documentation and derivative accounting
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 position.
Truist 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.
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