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Truist

Wealth Client Marketing Senior Consultant

Truist, Charlotte, North Carolina, United States, 28245

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Overview Join to apply for the Wealth Client Marketing Senior Consultant role at Truist.

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Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Build valuable relationships with Wealth business leaders to translate business, client, and product strategies into supporting marketing strategies; apply knowledge of customer/client behavior for the business and provides insights into product strategy development as well as segmentation and targeting. Collaborate with internal and external marketing partners to develop and execute marketing programs for the business and ensure alignment of all strategies to the Truist Purpose and Brand.

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.

Apply in-depth and specialized expertise and/or a significant breadth of expertise in Marketing and other related disciplines including creative development and market research.

Manage large marketing initiatives, utilizing all marketing channels including digital.

Interpret internal/external business challenges, including client needs and competitive marketplace and recommend best practices to improve products, processes, or services.

Apply a comprehensive understanding of how the business operates to solve technical, operational, and business problems.

Lead teams or projects with moderate resource requirements, risk, and complexity.

Mentor less experienced teammates to build their own technical expertise.

Directly impact the achievement of client, operational, project, service, and risk management objectives.

May have people management responsibilities.

Work independently, with guidance in only the most complex and unusual situations.

Deliver programs on budget and on time.

Qualifications Required Qualifications:

Bachelor’s degree in Marketing, Communications, Business Administration or related field, or equivalent education and related training

Five years of related experience or an equivalent combination of education and experience in wealth management marketing

In-depth knowledge and expertise of principles, practices, theories, and/or methodologies associated with the Marketing discipline (e.g., Marketing P’s, Market research, analytics, digital)

Experience managing or leading projects or project work streams and operates as a lead in a specialty capacity

Knowledge of client needs and competitive landscape and the factors that differentiate Truist and its competitors in the market

Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders

Ability to provide direction, coaching and mentor teammates

Fluent in Excel and PowerPoint, preparing presentations for senior level teammates

Developing presentation skills and communication skills

Preferred Qualifications

MBA or Master's degree in related field

Ten years of related experience

Previous experience in wealth management, financial services, retail or packaged goods industries

Consumer/Commercial/Corporate/Wealth banking product and/or segment marketing experience

Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

Sitting: Constantly (More than 50% of the time)

Standing: Frequently (25% - 50% of the time)

Walking: Frequently (25% - 50% of the time)

Bending: Occasionally (Less than 25% of the time)

Lifting: Up to 25 lbs.

Visual / Audio / Speaking: Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding: Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability: Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel: Up to 25%

Benefits 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s 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.

EEO and legal notices 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 Law Pay Transparency Nondiscrimination Provision E-Verify

Seniority level Employment type

Full-time

Job function

Marketing and Sales

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