Wealth Client Marketing Senior Consultant

About the Role

Key Responsibilities

• Apply in-depth and specialized expertise in Marketing and related disciplines including creative development and market research.
• Manage large marketing initiatives utilizing all marketing channels including digital.
• Interpret internal and 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.
• Work independently, with guidance only in the most complex and unusual situations.
• Deliver programs on budget and on time.

Requirements

• 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 of principles, practices, theories, and methodologies associated with marketing disciplines such as marketing P's, market research, analytics, and digital.
• Experience managing or leading projects or project work streams and operating as a lead in a specialty capacity.
• Knowledge of client needs and the competitive landscape, including factors that differentiate Truist from competitors.
• Ability to interpret and explain complex information to diverse audiences and build consensus among stakeholders.
• Ability to provide direction, coaching, and mentorship to teammates.
• Fluent in Excel and PowerPoint, with skills in preparing presentations for senior-level teammates.
• Developing presentation and communication skills.

Nice to Have

• MBA or Master's degree in a related field.
• Ten years of related experience.
• Previous experience in wealth management, financial services, retail, or packaged goods industries.
• Consumer, Commercial, Corporate, or Wealth banking product and/or segment marketing experience.

Qualifications

• Bachelor's degree in relevant field or equivalent education and training.
• Five years of related experience in wealth management marketing.

Benefits & Perks

• Medical, dental, and vision insurance.
• Life insurance, disability, and accidental death and dismemberment coverage.
• Tax-preferred savings accounts and a 401k plan.
• At least 10 days of vacation during the first year, prorated based on hire date and full-time/part-time status.
• 10 sick days, also prorated.
• Paid holidays.
• Potential eligibility for pension plan, restricted stock units, and deferred compensation plan depending on position and division.