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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 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
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 = T