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 Responsible for maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based on opportunity.
2.Responsible for loan generation and growing exposure year-over-year for portfolio and clients in sector
3.Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success
4.Responsible for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our platform
5 Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client
6. Responsible for engaging and facilitating introductions to the appropriate product teammates across Truist to discuss specific solutions as relevant and appropriate to clients' needs and our ability to be relevant in meeting those
7.Responsible for ensuring there is a reasonably attainable strategy for delivering appropriate return metrics on capital deployment.
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 and 24 for managers only
3.16-18 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 Qualifications:
1. MBA degree, with a Finance focus
2. 14+ years of related work experience
The annual salary for this position is $300,000.00
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.Institutional Capital Group Managing Director • Miami, FL
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