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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Assists with the development and performance of a multi-office Wealth Brokerage region by working in close coordination with the Regional Director. Responsible for helping execute on the region’s and firm’s strategic priorities, business objectives, and overall performance. Will provide coaching and training leadership, as well as operational and supervisory support consistent with a strong culture of risk management.

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.
Support the Business and Carry the Culture:
1. Assist in the development and execution the strategic plan for the region.
2. Collectively lead the market through strong, pro-active partnerships and routine connection points with other market leaders in Wealth and throughout Truist.
3. Build and maintain close partnerships with Regional Support Managers, Compliance, HR and Risk to further the effectiveness and performance of the region.
4. Embody the Truist values, guide the team through personal purpose, and demonstrate active community involvement.
5. Solve problems by mediating and negotiating, analyzing needs, identifying required resources, taking reasonable risks, making timely decisions, and using solid judgment.
6. Improve workflows by identifying and assisting with process, policy and system revisions and upgrades, and staying current on new technologies, products, and trends.

Grow and Integrate the Business:
7. Support Advisors in execution of Integrated Relationship Management and dispositioning referrals within expected timeframes.
8. Perform routine client outreach efforts to drive client satisfaction and drive client connectivity.
9. Work closely with the Client Advisory Center (CAC) to ensure smooth client migrations and resolve any service-related needs.
10. Routinely accumulate relevant updates for the Brokerage Regional Director for dissemination to the field during team touchpoints.
11. Act as a liaison to execute on various corporate initiatives (i.e. Purpose/Culture activities, real estate consolidations, etc.) and use data (pulse survey results, Human Capital trends, etc.) to drive regional decision making.
12. Provide assistance with the budget and annual planning process for the region.

Mitigate Risk:
13. Ensure all field required principal and supervision duties are completed for the region and that training and continuing education assignments are completed by established deadlines.
14. Maintains Risk dashboards within compliance (is Reg BI in green)
15. Works and responds to client complaints and coordinates escalations.

Develop and Retain the Talent:
16. Directly assist with training, education, performance evaluations, salary adjustments , promotions, transfers, hiring, branch reassignments, disciplinary actions, terminations, and staffing levels as needed.
17. Help the Regional Director build high performing teams by developing and retaining key talent, assisting with recruiting top talent from outside the firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all teammates have a sense of belonging, an opportunity to thrive, and are treated equitably. Partner with the Regional Director to provide education and options for succession planning and book transitions to Advisors.
18. Effectively partner with National Sales to ensure Advisor development opportunities are utilized, refined and effective.

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.
1. Bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. 10 years of leadership experience in coaching relative to sales and relationship management in the Wealth Brokerage/Advisory industry.
3. Financial Industry Regulatory Authority (FINRA) series 7, 66 (or 63/65), 24, plus applicable Life & Health insurance licenses.
4. A thorough understanding of a broad range of financial planning and investment concepts.
5. Successful track record of sales leadership, presentation and relationship management skills previously demonstrated in the wealth brokerage business.
6. Conceptual ability to analyze problems and devise solutions.
7. Strong organizational, interpersonal, analytical, and communication skills and attention to detail.
8. Ability to travel, including overnight travel.

Preferred Qualifications:

1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc
2. Completion of an established management or career development program such as the bank’s Leadership Development Program or similar program
3. Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and 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. 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.

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