Truist Wealth Regional Managing Director 

United States, Georgia, Atlanta 

673882444

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.

* Lead and manage one or more Truist Wealth Team's in an assigned region or territory

* The role requires significant leadership, sales and relationship management, business development, presentation and sales skills that establish the leader and the team as credible and capable financial partners to high net worth and ultra-high net worth clients

* Effectively lead the team to work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation

* Ensure the team delivers personalized, attentive, needs based service to the client base through sound financial planning and advisory concepts, and actively monitors assigned investment accounts for adherence to investment and asset allocation objectives and policies

* Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team

* Ensure that the unit works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships. Work closely with specialized areas of support (fiduciary administration, credit administration and compliance) to implement the company's risk management practices, policies and procedures.

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.
* Bachelor's Degree required
* FINRA: Maintains proper licenses including Series 7, 63, 65 or 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses
* 15 or more years of experience in banking, investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business development within a similarly complex market
* 10 years of leadership experience in coaching in sales and relationship management
* A thorough understanding of a broad range of financial planning and investment concepts and an advanced working knowledge of retail banking and trust and fiduciary services
* Advance and proven knowledge of deposit, credit and investment products
* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace
* Excellent written, verbal, problem solving, and analytical skills with an ability to coach teammates to be the same caliber
* Ability to thrive and be an active participate on a national team
* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
* Ability to travel, occasionally overnight

Preferred Qualifications:
* MBA, JD, CPA, CFA or CFP
* 5 years of proven experience leading and managing multi-regional wealth teams
* Completion or enrollment in professional level certification programs such as Chartered Financial Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant
* Completion of established management development or leadership program such as BB&T's Leadership Development Program, ALP, etc.