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 the competitive marketplace, and recommend best practices to improve products, processes, or services.
• Apply a comprehensive understanding of business operations to solve technical, operational, and business problems.
• Lead teams or projects with moderate resource requirements, risk, and complexity.
• Mentor less experienced teammates to develop their technical expertise.
• Directly impact the achievement of client, operational, project, service, and risk management objectives.
• May have people management responsibilities.
• Work independently, with guidance only in 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 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, including digital channels and market research.
• Experience managing or leading projects or work streams as a lead in a specialty capacity.
• Knowledge of client needs, competitive landscape, and factors differentiating 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.
• Proficiency in Excel and PowerPoint, including preparing presentations for senior-level audiences.

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.
• Experience in consumer, commercial, corporate, or wealth banking product and/or segment marketing.

Qualifications

• Educational background including a bachelor's degree or higher.
• Relevant experience in wealth management marketing or related fields.

Benefits & Perks

• Medical, dental, vision, and life insurance.
• Disability, accidental death and dismemberment insurance.
• Tax-preferred savings accounts and a 401k plan.
• At least 10 days of vacation and 10 sick days during the first year.
• Paid holidays.
• Potential eligibility for pension plan, restricted stock units, and deferred compensation plan depending on position and division.