Truist Wealth Regional Managing Director - Greenville, South Carolina
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page.
Regular or Temporary: Regular
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
- Lead and manage one or more Truist Wealth Teams in an assigned region or territory.
- 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 clients.
- Develop and implement a team business plan (financial, budget, staffing, marketing, calling plan) that meets the corporation's and Truist Wealth's expectations for growth and profitability.
- Effectively lead the team to work with various specialists and IRM partners to support client service and business development efforts.
- Ensure the team delivers personalized, attentive, needs-based service to the client base through sound financial planning and advisory concepts.
- Employ strong talent management practices around development, retention, recruiting and hiring for all teammates in Truist Wealth.
- Ensure that the team executes and operates within Truist Wealth established processes and procedures and maintains appropriate legal, operating and regulatory controls.
- Engage and participate in senior Wealth leadership meetings and decisions.
- 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.
QUALIFICATIONS
Required Qualifications:
- 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.
- 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.
- Advanced and proven knowledge of deposit, credit and investment products.
- Successful track record using interpersonal, sales, presentation and relationship management skills.
- 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.
- 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.
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.
Truist supports a diverse workforce and is an Equal Opportunity Employer.
#J-18808-Ljbffr
