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Georgia Fintech Academy

Wealth Regional Managing Director



Atlanta, GA, USA
Posted on Tuesday, July 2, 2024

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Regular or Temporary:


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.
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 Team's 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. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation
* 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. Participate as needed with Truist regulators and individual subsidiary regulators (such as the Securities & Exchange Commission) as a leadership representative for Truist Wealth
* 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 in order to assist in the successful accomplishment of overall Wealth goals and strategies, including the implementation of Truist's Touch and Technology = Trust strategic goal
* Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team
* Ensure that the unit works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships. Work closely with specialized areas of support (fiduciary administration, credit administration and compliance) to implement the company's risk management practices, policies and procedures.
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 and business development within a similarly complex market
* 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 with an ability to coach teammates to be the same caliber
* Ability to thrive and be an active participate 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, including new or transfer of registration, and applicable NMLS acceptable background check
* Ability to travel, occasionally overnight
Preferred Qualifications:
* 5 years of proven experience leading and managing multi-regional wealth teams
* Completion or enrollment in professional level certification programs such as Chartered Financial Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant
* Completion of established management development or leadership program such as BB&T's Leadership Development Program, ALP, etc.

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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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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