Skip to main content
Tallo logoTallo logo

Find Jobs

Find Jobs Near You – Available Work in Your Location

Skip to job details
Apply for this opportunity

To apply for this job, you'll continue to an external website or email application.

Truist

Product Manager - Brokerage & Retirement Products

Choose a Location

This role is available in multiple locations. Pick one to apply.

Career Insights for Product Manager (General)

See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.

Scorecard

Based on North Carolina data

Review key factors to help you decide if this role fits your goals. How is this calculated?

Were these scores useful?

What they do

A Product Manager manages and coordinates all the processes involved in creating a product. Oversees work involved with product design, production, distribution, marketing and sales.

$155,848 / year median in North Carolina

+10% projected growth

Explore Career

Job Description

  • The position is described below. If you want to apply, click the button at the top or bottom of this page. After you click and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
  • Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-1758133253710.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._
  • 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 investment advice and guidance, industry trends, market events and available product sets. Manage risk by aligning activities with the firm's risk appetite. Maintain working knowledge of Firm and product-specific policies and procedures. Perform work in a manner consistent with the Truist purpose, mission, and values. The annual base salary for this position is $100,000 - $115,000
  • Qualifications
  • Required Qualifications
  • The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor degree or equivalent education, training or work experience Minimum 5 years of investments/wealth management experience Minimum 2 years of direct experience with assigned product area FINRA Registrations Series 7 and 66 or equivalent Strong oral and written communication skills Demonstrated proficiency in basic computer applications, such as the Microsoft Office suite Life, Variable Products, and Long-Term Care licenses, if applicable to assigned product area
  • Preferred Qualifications
  • Advanced degree or designation, such as CFA or CFP Experience using the NFS Wealthscape and Envestnet systems
  • 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 first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (https://benefits.truist.com/) . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
  • _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 other classification protected by law. Truist is a Drug Free Workplace._
  • EEO is the Law (https://www.
eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-1757074518541.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-1757074222028.pdf)