Director of Wealth Client Experience and Integrated Relationship Management

3 weeks ago

Charlotte, North Carolina, United States Truist Financial Full time

Job Summary

The Director of Wealth Client Experience and Integrated Relationship Management will lead the development and delivery of differentiated value propositions to client segments served by Truist Wealth, driving competitive advantage. This role will focus on designing and executing client loyalty initiatives, developing the Truist Wealth client experience, and leading a team to align wealth management content, communications, marketing, and social media strategies to drive client acquisition and relationship deepening.

Key Responsibilities

  • Implement strategies for client segmentation, including differentiated coverage models, client solutions, and the go-to-market approach for each segment.
  • Negotiate and partner with cross-functional teams to develop products, services, pricing, and experiences for Truist Wealth client segments and specialty wealth programs.
  • Lead a team to create and deploy the Advisor Marketing Toolkit for Truist Wealth, including digital solutions supporting social media, client-facing pitchbooks, program content, email marketing tools, and advisor websites.
  • Partner with Retail and Small Business Banking, along with other Wholesale Banking Businesses, to align client segment value propositions and experiences.
  • Partner with enterprise functions, including Truist Digital, Payments, and operation groups, to build compelling client journeys and digital experiences, enabling client acquisition and the deepening of client relationships.
  • Lead and design client feedback programs to track and drive client loyalty, leveraging voice of the client and client advocacy programs to drive experience standards throughout Truist Wealth.
  • Partner with market research teams on competitive intelligence and research, measuring the efficacy of planning, service, accessibility of platforms, and the client experience, and partner with sales and marketing to promote competitive advantage while addressing uncovered gaps.
  • Develop client and teammate communications in a consistent tone and voice, disseminating knowledge to advisors and teammates across Truist Wealth and externally to clients.
  • Prioritize and lead client-related process and policy changes, ensuring regulatory compliance and prudent management of risk.
  • Recruit, develop, and retain a diverse workforce.

Qualifications

  • Bachelor's degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
  • General Securities Representative (Series 7 or equivalent) and Principal Manager (Series 24 or equivalent).
  • Ten years of financial services industry experience with progressively more responsibility.
  • Seven years of experience in a formal leadership or management role.
  • Advanced understanding of a broad range of financial planning and investment concepts, and an advanced working knowledge of retail banking.
  • Excellent analytical, problem-solving, organizational, and communication skills.
  • Evidence of the ability to consistently make good decisions through a combination of analysis, wisdom, experience, collaboration, and judgment.
  • Ability to prioritize tasks and work well under pressure.
  • Ability to keep abreast of, understand, and communicate changing regulatory rules and procedures.
  • Ability to effectively present information to top management, public groups, and/or boards of directors.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications

  • Master's degree in Business, Law, or Accounting.
  • Strong understanding of Premier Banking and Commercial Banking and connectivity to Truist Wealth.
  • Strong understanding of Brokerage and Trust coverage models, incentive structures, and applicability to different parts of Truist Wealth.
  • Other professional designations.

Benefits

Truist 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 (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site.

Truist supports a diverse workforce and is an Equal Opportunity Employer that 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.

Truist is a Drug-Free Workplace.

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