Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons ...
Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons ...
Lead Architect
Irvine, CA · On-site
$59.25 - $81.25/hr
You will shape target state architecture and technology strategy for Capital Group Corporate Technology portfolio * You will maintain a deep understanding of the application portfolios, including ...
Lead Architect
Irvine, CA · On-site
$59.25 - $81.25/hr
You will shape target state architecture and technology strategy for Capital Group Corporate Technology portfolio * You will maintain a deep understanding of the application portfolios, including ...
Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Retirement Solutions Product specialist at Capital Group" As a ...
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Client Services Representative I
$41K - $66K/yr
This position will be starting on 7/20/2026. "I am the person Capital Group is looking for." * You have 2+ years of proven customer support or client service experience, including relevant school ...
Client Services Representative I
$41K - $66K/yr
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Regional Sales Office Division Manager
Los Angeles, CA · On-site
$159K - $254K/yr
Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Regional Sales Office Division Manager at Capital Group." You'll lead ...
Regional Sales Office Division Manager
Los Angeles, CA · On-site
$159K - $254K/yr
Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Regional Sales Office Division Manager at Capital Group." You'll lead ...
You are the voice of the sales and marketing user within the organization. "I am the person Capital Group is looking for." * You have 10+ years of experience leading enterprise product management or ...
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Los Angeles, CA · On-site
Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Digital Product Associate at Capital Group." Capital Group's Global ...
Digital Product Associate
Los Angeles, CA · On-site
Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Digital Product Associate at Capital Group." Capital Group's Global ...
Be Seen First
Senior Account Executive
New York, NY · On-site
$85K - $130K/yr
Blueline Capital Group Financial District, Manhattan, NY Full-Time | In-Office (Monday-Friday) Blueline Capital Group is an expanding financial firm helping business owners secure the capital they ...
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Senior Account Executive
New York, NY · On-site
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Irvine, CA · On-site +1
$80K - $120K/yr
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Irvine, CA · On-site +1
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Upstate New York & Erie "I am the person Capital Group is looking for." * You have a degree in finance, economics, statistics, or a relevant field of study * You have 3+ years of experience as an ...
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Licensed Mortgage Loan Originator
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Licensed Mortgage Loan Originator
Irvine, CA · On-site +1
$80K - $120K/yr
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In this role, you will review, validate, and analyze property-level financial reporting and translate it into clear, actionable insight for Owner's Representation and Capital Group leadership. Key ...
In this role, you will review, validate, and analyze property-level financial reporting and translate it into clear, actionable insight for Owner's Representation and Capital Group leadership. Key ...
Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons ...
Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons ...
Institutional Capital Group Managing Director
New York, NY · On-site
$300K/yr
Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons ...
Institutional Capital Group Managing Director
New York, NY · On-site
$300K/yr
Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons ...
Institutional Capital Group Managing Director
Charlotte, NC · On-site
$300K/yr
Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons ...
Institutional Capital Group Managing Director
Charlotte, NC · On-site
$300K/yr
Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons ...
Regional Sales Office Division Manager
$168K - $270K/yr
Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Regional Sales Office Division Manager at Capital Group." You'll lead ...
Regional Sales Office Division Manager
$168K - $270K/yr
Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Regional Sales Office Division Manager at Capital Group." You'll lead ...
Portfolio Architecture Senior Manager - Global Business Services and Corporate functions
Irvine, CA · On-site
Join us to help shape the future of GBS technology at Capital Group-where architecture, strategy, and impact come together. "I can apply in less than 4 minutes." You've reviewed this job posting and ...
Portfolio Architecture Senior Manager - Global Business Services and Corporate functions
Irvine, CA · On-site
Join us to help shape the future of GBS technology at Capital Group-where architecture, strategy, and impact come together. "I can apply in less than 4 minutes." You've reviewed this job posting and ...
New Jersey & Delaware "I am the person Capital Group is looking for." * You have a degree in finance, economics, statistics, or a relevant field of study * You have 3+ years of experience as an ...
New Jersey & Delaware "I am the person Capital Group is looking for." * You have a degree in finance, economics, statistics, or a relevant field of study * You have 3+ years of experience as an ...
Madison & NW Illinois "I am the person Capital Group is looking for." * You have a degree in finance, economics, statistics, or a relevant field of study * You have 3+ years of experience as an ...
Madison & NW Illinois "I am the person Capital Group is looking for." * You have a degree in finance, economics, statistics, or a relevant field of study * You have 3+ years of experience as an ...
Sales Support Manager
$81K - $130K/yr
Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Sales Support Manager at Capital Group." As a Sales Support Manager ...
Sales Support Manager
$81K - $130K/yr
Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Sales Support Manager at Capital Group." As a Sales Support Manager ...
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$300K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 14 days ago
Truist rating
8.2
Based on 110 frontline employees who took The Breakroom Quiz
37th of 141 rated banks
Job description
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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:
Responsible for providing client coverage to institutional capital clients (private equity and family office), to include driving revenue growth from payments, lending, and fees. Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons and are fluent in product areas such as payments, leveraged lending, and M&A. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities to portfolio companies is key. Additional responsibilities on internal client management duties as specified by manager and team.
Locations: New York, Atlanta, Charlotte, & Miami
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.
1 Responsible for maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based on opportunity.
2.Responsible for loan generation and growing exposure year-over-year for portfolio and clients in sector
3.Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success
4.Responsible for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our platform
5 Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client
6. Responsible for engaging and facilitating introductions to the appropriate product teammates across Truist to discuss specific solutions as relevant and appropriate to clients' needs and our ability to be relevant in meeting those
7.Responsible for ensuring there is a reasonably attainable strategy for delivering appropriate return metrics on capital deployment.
8.Additional responsibilities on internal client management duties as specified by manager and team
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.
1. BA/BS degree
2. Licenses: Series 7 or 79, 63 and 24 for managers only
3.16-18 years of related work experience
4.Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum
5. Advanced knowledge of industry, market, and products
6. Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives
7.Advanced analytical and technical skills combined with a problem solving attitude
8.Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely
9. Strong partnering and leadership skills in a complex, matrixed environment
Preferred Qualifications:
1. MBA degree, with a Finance focus
2. 14+ years of related work experience
The annual salary for this position is $300,000.00
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. 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 E-Verify IER Right to Work
About Truist
Sourced by ZipRecruiter
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
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
2019