Wealth Advisory Region Support Leader-Winter Park

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Lead, develop and coach a team of wealth support specialists and oversee the daily service, sales and operations support of the assigned division. Performance accountabilities and responsibilities include leading through change, training and coaching effectively, managing performance, timely and proper escalation, and regular engagement with other functional and support leaders. Partner with Regional Managing Directors (RMD), Division Directors (DD), and Specialty Wealth leadership as needed to ensure alignment on strategic priorities and the execution of initiatives and activities in the region.

*Please note that this is an in-office position*

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  

1.    Supervise, lead, train and coach a geographically disbursed team of wealth support specialists 
2.    Oversee daily execution of the functions of wealth support specialists and serve as first escalation point
3.    Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and communicate differentiated goals for roles in the support org and ensure accountability and identification of performance gaps, as well as opportunities for growth and development.
4.    Conduct effective performance evaluations and conversations, to include linking performance and behavior to established goals; providing concrete examples to support ratings; seeking feedback from stakeholders 
5.    Ensure compliance with internal controls, operational procedures, relationship management support and risk management policies through regular review and dissemination (where needed) of exception reports and key performance indicators
6.    Work with support leadership and business continuity planner to understand roles and responsibility in business continuity plan and train support teammates accordingly
7.    Partner with sales leadership and advisors to assist in sales and client acquisition activities through ongoing support, coaching and oversight of relationship management activities.
8.    Work with support leadership and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for changes and re-alignments (in conjunction with RMD). 
9.    Responsible for recruiting, diversity, equity and inclusion priorities, retention and recognition of support teammates in assigned region.
10.    Serve as the first-line resource for teammates in your org on matters related to the interpretation and application of policies and procedures that relate to the execution of their duties.
11.    Where applicable, represent the needs of specialty-focused support teammates on working groups and committees designed to illicit feedback or input on the potential impacts of policy and procedure changes.
12.    Where applicable, work with Group Support Leaders and partners to develop specialty-specific training for specialty-focused support teammates.

13. May require up to 25% travel.

QUALIFICATIONS
Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1.    Undergraduate degree or equivalent work-related experience
2.    Five years of previous banking or other financial institution experience with an emphasis in operations or administration
3.    Excellent organizational, verbal and written communication skills
4.    Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
5.    Strong knowledge of banking, fiduciary and wealth management systems, solutions, and offerings

Preferred Qualifications:
1.    Six years of previous banking or other financial institution experience with an emphasis in operations or administration
2.    Demonstrates strong investment, wealth management, treasury services, consumer and commercial credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings.  
3.    Previous leadership experience

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. 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. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate 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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