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Wealth Management Client Solutions Supervisor

4 months ago

Hoover, United States Regions Full time

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Wealth Management Client Solutions Supervisor is responsible for leading a team of consultants focused on client administration and acquisition of a small group of Personal and Institutional Trust and Retirement Plan accounts.

Primary Responsibilities

  • Utilizes a high level of trust industry expertise to lead a team of consultants
  • Consults on the most complex client relationships and develops customized solutions based upon subject matter expertise
  • Develops and maintains client relationships
  • Partners with technology to define business requirements and perform user acceptance testing for new Wealth Management technologies that enhance innovation
  • Contributes to process improvement and risk management strategies
  • Ensures team is performing duties in compliance with Corporate Policies and Procedures and all applicable external regulations
  • Serves as a subject matter expert to Wealth Management partners in the field, specializing in Estates, Retirement, Endowments & Foundations, Custody, Asset Management or Funeral Trust services
  • Provides advice, coaching, and guidance to team members
  • Performs general supervisory duties, including performance evaluations, promotions, and terminations
  • Leads and manages special projects as needed

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

  • Bachelor's degree and seven (7) years of Trust or closely related experience

Preferences

  • Master's in Business Administration (MBA)
  • Juris Doctor (JD)
  • Experience in Custody industry, ERISA, Trust Administration and Institutional/Retirement Services Administration, and Investments
  • Professional designations and/or certifications
  • Previous supervisory or management experience

Skills and Competencies

  • Excellent verbal, written communication, and organizational skills
  • Proficiency in Microsoft Office suite and Corporate Trust related systems
  • Strong analytical and problem-solving skills
  • Strong attention to detail
  • Strong presentation and sales skills

This position leads Regions' Client Solutions Account Transition Support team.

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$82,726.40 USD

Median:

$112,120.00 USD

Incentive Pay Plans:

This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.

Location DetailsRiverchase Complex North BuildingLocation:Hoover, Alabama

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.