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Wealth Regional Managing Director

2 months ago

Greenville, South Carolina, United States Truist Financial Full time
Job Summary

We are seeking a highly experienced and skilled Wealth Regional Managing Director to lead our regional wealth team in driving growth and profitability. The successful candidate will be responsible for increasing team revenues, expanding solutions and products to existing clients, marketing new products, securing new clients, and focusing on the Truist Wealth segmentation strategy.

Key Responsibilities
  • Lead and manage one or more Truist Wealth Teams in an assigned region or territory
  • Develop and implement a team business plan that meets the corporation's and Truist Wealth's expectations for growth and profitability in the high net worth client segment
  • Effectively lead the team to work with various specialists and IRM partners to support client service and business development efforts
  • Ensure the team delivers personalized, attentive, needs-based service to the client base through sound financial planning and advisory concepts
  • Employ strong talent management practices to develop, retain, recruit, and hire teammates in Truist Wealth
  • Ensure the team operates within Truist Wealth established processes and procedures and maintains appropriate legal, operating, and regulatory controls to manage risk and compliance
  • Engage and participate in senior Wealth leadership meetings and decisions to assist in the successful accomplishment of overall Wealth goals and strategies
Requirements
  • Bachelor's Degree required
  • 15 or more years of experience in banking, investment, and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business development within a similarly complex market
  • 10 years of leadership experience in coaching in sales and relationship management
  • Advanced knowledge of a broad range of financial planning and investment concepts and an advanced working knowledge of retail banking and trust and fiduciary services
  • Successful track record using interpersonal, sales, presentation, and relationship management skills previously demonstrated in wealth management in the high net worth marketplace
  • Excellent written, verbal, problem-solving, and analytical skills with an ability to coach teammates to be the same caliber
  • Ability to thrive and be an active participant on a national team
  • Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role
Preferred Qualifications
  • MBA, JD, CPA, CFA, or CFP
  • 5 years of proven experience leading and managing multi-regional wealth teams
  • Completion or enrollment in professional-level certification programs such as Chartered Financial Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor, Chartered Life Underwriter, or Certified Public Accountant

Truist Financial Corporation 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.