Wealth Brokerage Onboarding & Transition Lead
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-10-11
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Finance & Banking
Regulatory Compliance Specialist, Wealth Management -
Management
Regulatory Compliance Specialist, Wealth Management
The Wealth Brokerage Onboarding and Transition Manager at Truist will lead on-site onboarding events for newly recruited Financial Advisors or teams, reporting to the Wealth Onboarding Manager. This role oversees training and development of Onboarding Specialists and home office staff to ensure seamless transitions.
Responsibilities include coordinating activities across the organization, acting as the project manager during onboarding, minimizing regulatory risk, tracking assets and client
This role, Wealth Brokerage Onboarding & Transition Lead at Truist, could be your next move.
Join us at Truist as our next Wealth Brokerage Onboarding & Transition Lead in Charlotte, NC, United States.
We are currently recruiting a Wealth Brokerage Onboarding & Transition Lead for our team in Charlotte, NC, United States.
This is a strong position to take on the Wealth Brokerage Onboarding & Transition Lead role at Truist.
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