Wealth Sales & Support Leader

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Regular

English (Required)

1st shift (United States of America)

The Wealth Sales & Support Leader serves as a key strategic and operational partner to the Division Director, driving sales performance, strengthening sales processes, and ensuring seamless alignment across Wealth, Wholesale, and partner business lines. This role leads the execution of divisional sales strategies, oversees sales governance routines, and enhances advisor effectiveness through optimized tools, training, and data integrity initiatives.

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.

• Partner with DD to drive divisional sales performance
• Review and report sales activities with sales leaders (production, pipeline, partnerships, calling, etc.)
• Drive communication, partnership and performance with product and support partner areas (i.e. CCB, Premier, MM, CIB, CRE, Dealer, Senior Care, etc.)
• Manage Client Planning Process
• Drive advisor tool adoption, access to training, systems and product knowledge – need more insight into advisor time management
• Oversee Client Assignment/Regional migration input
• Supports data integrity efforts
• Advisor Desktop (or other CRM system) Champion – usage and data accuracy
• Review reporting & dashboard data needs to driving sales progress
• Identify and cross-share sales best practices and ideas
• Work with recruiting team to track and look for trends in wealth advisor candidates across each region. Prepare monthly overview for division directors.

• Partner closely and sales leaders to support wholesale and Wealth strategy, disseminate communication on change management or special projects for regional/vertical execution
• Monitor sales meeting cadences and agenda to ensure adherence
• Truist Culture Ambassador
• VOC results & alert responses
• Support Wealth effectiveness in partnership with Wealth leaders
• Proactively identify process efficiencies for the wealth team, elevate improvements across regions and train on them.
• Work closely with all wealth support. This includes in-market support (RSL, WSS, FSS, ISS) and virtual support (Wealth Solution Center). Identify issues, propose solutions and drive efficiencies.
• Inspect and help drive consistency in RMD/RSL routines/behaviors as well as WA/WSS routines and behaviors.
• Support analysts within the division and LDP assistance as needed
• Hub of sales communication and dissemination to division
• Change Management or Special Projects Liaison
• Other duties as assigned by Division Director

The annual base salary for this position is $120,000- $150,000

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.

• Bachelor’s degree or equivalent education and related training.
• Eight years of experience in a wealth management support role or equivalent job experience.
• Strong communication skills, both written and verbal, for internal and external client interactions.
• Excellent organizational skills and working product knowledge of wealth management and general bank services.
• Strong interpersonal, diplomacy, and sales support skills.
• Math aptitude with the ability to grasp general accounting and financial concepts relevant to wealth management.
• Demonst…