Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products to existing Truist clients, marketing new products, securing new clients and focusing on the Truist Wealth segmentation strategy. The typical Truist Wealth team is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra-high net worth, multi-generational clients and prospects.
Execute the delivery and integration of a broad range of wealth products and services (financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services) through the coordination of Wealth Advisors and partners such as Trust Advisors, Financial Planners, Credit Advisors and other wealth product partners based upon objective and sound financial planning and advisory concepts.
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.
- Lead and manage one or more Truist Wealth Teams in an assigned region or territory.
- The role requires significant leadership, sales and relationship management, business development, presentation and sales skills that establish the leader and the team as credible and capable financial partners to high net worth and ultra-high net worth clients.
- The ability to develop and implement a team business plan (e.g. financial, budget, staffing, marketing, calling plan) that meets the corporation's and Truist Wealth's expectation for growth and profitability in the high net worth client segment.
- Effectively lead the team to work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals.
- Ensure the team delivers personalized, attentive, needs-based service to the client base through sound financial planning and advisory concepts, and actively monitors assigned investment accounts for adherence to investment and asset allocation objectives and policies.
- Employ strong talent management practices around development, retention, recruiting and hiring for all teammates in Truist Wealth, promoting a cohesive, inclusive, and diverse culture that is aligned with Truist's Purpose, Mission and Values.
- Ensure that the team executes and operates within Truist Wealth established processes and procedures and maintains appropriate legal, operating and regulatory controls to manage risk and compliance.
- Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and competitive analysis to the Truist Wealth Division Director and the Head of Wealth.
- Establish and maintain mutually beneficial business relationships with internal and external centers of influence.
- Ensure that the unit works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships.
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's Degree required.
- FINRA: Maintains proper licenses including Series 7, 63, 65 or 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses.
- 15 or more years of experience in banking, investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts.
- 10 years of leadership experience in coaching in sales and relationship management.
- A thorough understanding of a broad range of financial planning and investment concepts and an advanced working knowledge of retail banking and trust and fiduciary services.
- Advance and proven knowledge of deposit, credit and investment products.
- Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace.
- Excellent written, verbal, problem solving, and analytical skills.
- Ability to thrive and be an active participant on a national team.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role.
- Ability to travel, occasionally overnight.
Preferred Qualifications:
- MBA, JD, CPA, CFA or CFP.
- 5 years of proven experience leading and managing multi-regional wealth teams.
- Completion or enrollment in professional level certification programs.
- Completion of established management development or leadership program.
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