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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:

The Brokerage Regional Director assists with the development and performance of a multi-office Wealth Brokerage region by working in close coordination with the Divisional Director. Responsible for helping execute on the divison'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. Supports branches across the region.

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 Divisional 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 Divisional 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. Par