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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:

Responsible for the development and performance of a multi-office Wealth Brokerage region by working in close coordination with the Division Director. Duties include executing on the region’s and firm’s strategic priorities, managing the overall performance of the region, coordinating operational and supervisory support, creating and maintaining a strong culture of risk management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the region.

Essential Duties and Responsibilities

Support the Business and Carry the Culture:

• Responsible for the development and execution the strategic plan for the region.
• Collectively lead the market through strong, pro-active partnerships and routine connection points with other market leaders in Wealth and throughout Truist.
• Build and maintain close partnerships with the Regional Support Managers, LOB Risk Organization, Compliance, HR and Operations to further the effectiveness and performance of the region.
• Embody the Truist values and mission, including active community involvement.
• Solve problems by mediating and negotiating, analyzing needs, identifying required resources, taking reasonable risks, making timely decisions, and using solid judgment.
• 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:

• Support Advisors in execution of our partnership initiatives and dispositioning referrals within expected timeframes.
• Perform routine client outreach efforts to drive client satisfaction and drive client connectivity.
• Work with the Client Advisory Center (CAC) to ensure smooth client migrations and resolve any service-related needs.
• Routinely accumulate relevant updates for the Brokerage Division Director for dissemination to the field during team touchpoints.
• 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.
• Provide assistance with the budget and annual planning process for the region.

Mitigate Risk:

• 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.
• Maintains Risk dashboards within compliance. Works and responds to client complaints and coordinates escalations.

Develop and Retain the Talent:

• Drive training, education, performance evaluations, salary adjustments, promotions, transfers, hiring, branch reassignments, disciplinary actions, terminations, and staffing levels.
• Build high performing teams by developing and retaining key talent, 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 Division Director to provide education and options for succession planning and book transitions to Advisors.
• Effectively partner with National Sales to ensure Advisor