Product Manager - Brokerage & Retirement Products

About this role

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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 Brokerage and Retirement Products Product Manager is primarily responsible for providing financial product support to the Truist Wealth Financial Advisors.


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.


Contribute to the design and implementation of the sales and marketing strategy, including face-to-face meetings with Financial Advisors. Recommend appropriate investment options for specific client needs based on an in-depth understanding of the products on the platform. Perform periodic evaluation of products and services offered by product manufacturers to determine continued suitability. Develop and maintain working relationships with product manufacturers, industry peers and technology partners in order to stay abreast of product innovation and industry trends. Participate in client and prospect meetings with Financial Advisors as requested. Develop an in-depth understanding of the technology systems that support the product in order to be able to educate the Financial Advisors. Remain current with internal firm investmen...