Senior Capital Markets Product Specialist

Truist

Product Specialist in Capital Markets Operations at Truist managing product and processing expertise. Responsible for supervising teammates and engaging in core operational tasks like Client On-Boarding and Trade Capture.

Posted 6/18/2026full-timeCharlotte • New York, North Carolina • 🇺🇸 United StatesSenior💰 $130,000 - $160,000 per yearWebsite

Tech Stack

Tools & technologies

VBA

About the role

Key responsibilities & impact

Process transactions as specifically required by job function and work independently to complete daily tasks within specified time parameters.
Supervise teammates for timely completion of daily work.
Engage in initiatives and projects associated with functional areas and provide subject matter expertise, as needed.
Interact with clients, teammates from the LOB and other support teammates to process requests and resolve issues.
Ensure functional procedures and controls are being followed and maintained.
Requires a level of proficiency in specific products and technology associated with Capital Markets.

Requirements

What you’ll need

BS/BA Degree, or equivalent education
Thorough Understanding of Microsoft Office software, especially Excel.
Knowledge of brokerage systems or operations
In-depth knowledge of financial industry, products, and regulatory environment
Excellent interpersonal, time management and problem solving skills.
Eight years of capital markets operations experience with functional knowledge of brokerage systems and operations.
Ability to collect, analyze, interpret, report and communicate data effectively.
Ability to research, review facts and apply analysis in order to formulate strategies.
Excellent managerial skills and the ability to manage teams.
FINRA Series 99 or 7
Advanced user of Excel with macro knowledge.
Proficient in foreign exchange loans, currency conversions, and all various actions associated with those loans.
Proficient in Microsoft: Access, Visual Basic for Applications (VBA), Power Apps, and Power BI

Benefits

Comp & perks

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
at least 10 days of vacation
10 sick days
paid holidays
potential for defined benefit pension plan
restricted stock units
deferred compensation plan

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Microsoft Excelbrokerage systemscapital markets operationsforeign exchange loanscurrency conversionsdata analysisreportingVisual Basic for Applications (VBA)Power AppsPower BI

Soft Skills

interpersonal skillstime managementproblem solvingmanagerial skillsteam managementcommunicationresearchanalysisstrategic formulation

Certifications

FINRA Series 99FINRA Series 7