Foundations & Endowments Specialty Practice - Washington, United States - Truist Bank

Truist Bank

Verified Company

Washington, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

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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:

The Foundations & Endowments Specialty Practice (FESP) Business Development Officer is primarily responsible for the selling of investment products to institutional investors (e.g., corporations, municipalities, not-for-profit organizations, etc.).

Incumbents identify potential institutional clients, prepare presentations, follow up on client contacts, and close sales. Also responsible for developing and maintaining relationships with both internal and external referral sources. May include supervisory duties for other sales team members.

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.

Core Responsibilities will be focused, but not limited to identifying prospective clients and initiating and cultivating relationships to position the practice optimally for success in competing for and winning new business mandates.
Supporting and cultivating our Truist Integrated Relationship Management Partners for opportunities within Commercial, Wealth teams, Senior Living as well as other teams, across the Northeast region, including, Greater Washington, DC, Maryland, Pennsylvania, Delaware, New Jersey, and New York. This should include in person as well as virtual support within each region identified.
High capacity for independent critical thinking applied to the development of prospect identification, education, and cultivation opportunities.
Implementation of prospect data capture and analysis in CRM system and leveraging data capabilities to enhance practice positioning.
Very strong presentation and quantitative explanatory capabilities to develop an investment and value proposition narrative.
Very highly developed intellectual framework to interact with internal and external partners in a manner that inspires confidence.
Development of and contribution to practice team best thinking on communications approaches related to investment markets
Development of materials and approaches to enhance the communication of the FESP practice value proposition
Cultivation of existing and new relationships to expand practice opportunities within geographic markets and participation in new business process and presentations
Providing leadership for deal teams in new business opportunities as well as with prospecting, outreach and entertainment type of events to further our brand and name recognition.
Support the team by being a good team player across the practice with regards sales and, on occasion, retention.
Strong knowledge of Investment Themes and practices, including our process and philosophy within the Foundations and Endowments Practice delivery model

REQUIRED QUALIFICATIONS

Bachelor's Degree
7 or more year of investment sales experience with complex and sophisticated clients
Strong communication (written and verbal) and presentation skills
Knowledge of moderate to complex investment solutions
Ability to work in collaborative environment

PREFERRED QUALIFICATIONS

Graduate degree in management or financerelated field
Demonstrated interest and engagement in the not for profit sphere

Truist stands for better
Our relentless pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we're creating smarter and easier experiences for clients. It means we're connecting people and businesses to build confidence and create meaningful change in lives and communities.

And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo.

Every decision we make starts with this belief in better.

Touch. Technology. Trust
Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients

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