Wealth Advisory Region Support Leader

Wealth Advisory Region Support Leader at Truist

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Regular or Temporary:
Regular

Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

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.

• Supervise, lead, train and coach a geographically disbursed team of wealth support specialists
• Oversee daily execution of the functions of wealth support specialists and serve as first escalation point
• 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
• 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
• 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
• Work with support leadership and business continuity planner to understand roles and responsibility in business continuity plan and train support teammates accordingly
• Partner with sales leadership and advisors to assist in sales and client acquisition activities through ongoing support, coaching and oversight of relationship management activities
• 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)
• Responsible for recruiting, diversity, equity and inclusion priorities, retention and recognition of support teammates in assigned region
• 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
• 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
• Where applicable, work with Group Support Leaders and partners to develop specialty-specific training for specialty-focused support teammates

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

• Six years of previous banking or other…