Wealth Management Relationship Team Administrator

Description :At Regions, the Wealth Management Relationship Team Administrator (RTA) - Safe Act will lead the area’s Wealth and Trust Assistants to ensure quality service to both internal partners and clients. The RTA will have direct management responsibility for assistant staff and may also directly support members of the advisor team.Primary ResponsibilitiesProvides leadership, coaching and training to support specialist, serving as their dedicated subject matter expert on policies and procedures for business group systems and transactionsUnderstands client needs and identifies opportunities to improve and resolve client service issuesCoaches associates to identify expansion opportunities within existing relationships and/or identifies knowledge gapsDisseminates pertinent information to the assistant team, ensuring consistency across the Wealth Management functionAssists Relationship Teams with resolving complex client issuesCompletes and processes administrative documents for the department (HR forms, CARS requests, ad hoc management reporting, other various reports)Monitors departmental compliance trainingMonitors risk and compliance on various client transaction activityMay perform general management duties, in partnership with business leadership and Human Resources, exercising usual authority concerning staffing, performance evaluations, promotions, and terminationsFacilitates new associate onboarding and training for Wealth Management associatesSupports Wealth Management Leaders, as needed, with other administrative duties such as onboarding of new associates, complex reporting and other duties as assignedTravels, as needed, to support the assigned area marketThis position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.RequirementsHigh School Diploma or GEDFive (5) years of experience in a related fieldPreferencesCollege Degree or Technical School CertificationAdditional PreferencesParalegal, Trust Operations, Investment Operations, Wealth Management Operations and Support leadership/supervisory experience are strongly preferred.Previous experience managing a geographically dispersed team of at least 11 people is strongly preferred.This position is a part of Regions Bank's Private Wealth Management team.Position TypeFull timeCompensation DetailsPay 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:$63,833.39 USD$85,806.00 USDIncentive Pay Plans:This job may participate in an annual discretionary bonus plan.Benefits InformationRegions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for 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 Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease 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 DetailsDallas UptownLocation:Dallas, TexasEqual Opportunity Employer/including Disabled/VeteransJob 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.