Brokerage Business Development Officer

Brokerage Business Development Officer – Truist

We are looking for a motivated and results‑driven professional to lead the marketing and direct sales activities for our Financial Advisor team. This role focuses on increasing client retention, driving new business, and supporting the long‑term growth of the team.

Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. Provide leadership to the Financial Advisor team and contribute to the short‑ and long‑term strategic planning and overall training of the team.

• Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
• Develop and execute a cohesive branding strategy to maximize client retention and increase new business.
• Create all external marketing collateral.
• Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity.
• Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
• Plan and execute all team events, including functions co‑branded with internal partners such as Wealth and Insurance.
• Oversee the use of contact management tools to track all business and prospecting activities.

• Bachelor’s degree or equivalent education, training and work‑related experience.
• Demonstrated ability to effectively manage people and projects.
• A thorough understanding of the advertising review process as mandated by FINRA.
• Strong writing and presentation skills.
• Significant experience planning client and prospect events.
• Ability to effectively present information to top management, public groups, and/or boards of directors.
• Proficiency in basic computer applications such as Microsoft Office products.

• FINRA Series 7, 66 (or 63/65) and Life & Health Insurance licenses.
• Sound working knowledge of holistic banking/investment platforms, products, services, operations, and systems.

• Health, dental, vision, and life insurance.
• Disability and accidental death & dismemberment.
• Tax‑preferred savings accounts and 401(k) plan.
• 10 days vacation and 10 days sick leave (prorated for part‑time).
• Paid holidays.

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 any other characteristic protected by law. Truist is a Drug‑Free Workplace.