Regional Wealth Director
4 weeks ago
We are seeking a highly experienced and skilled Regional Wealth Director to lead our Specialty Wealth team. As a key member of our leadership team, you will be responsible for driving business growth, developing and implementing strategic plans, and leading a team of wealth advisors to deliver exceptional client service.
Key Responsibilities- Lead and manage a team of wealth advisors to achieve business growth and revenue targets
- Develop and implement strategic plans to drive business growth and expansion
- Collaborate with cross-functional teams to deliver exceptional client service and experience
- Build and maintain strong relationships with clients, partners, and stakeholders
- Stay up-to-date with industry trends, regulatory changes, and best practices to ensure the team's expertise and knowledge are current
- Bachelor's degree in a related field
- 10+ years of experience in wealth management, sales, and leadership
- Proven track record of driving business growth and revenue expansion
- Strong leadership and management skills, with the ability to motivate and develop a high-performing team
- Excellent communication, interpersonal, and problem-solving skills
- Ability to travel, occasionally overnight
- MBA, JD, CPA, CFA, or CFP
- 5+ years of experience leading and managing multi-regional wealth teams
- Completion of established management development or leadership programs
Truist Financial Corporation offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation and 10 sick days during their first year of employment, along with paid holidays.
Truist is an Equal Opportunity Employer and 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.
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