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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:

Please review the following job description:

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.

I. Drive Sales & Revenue Performance
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.

II. Sales Strategy Execution
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, escalate 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

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. Bachelors degree or equivalent education and related training.
2. Eight years of experience in a wealth management support role or equivalent job experience.
3. Strong communication skills, both written and verbal, for internal and external client interactions.
4. Excellent organizational skills and working product knowledge of wealth management and general bank services.
5. Strong interpersonal, diplomacy, and sales support skills.
6. Math aptitude with the ability to grasp general accounting and financial concepts relevant to wealth management.
7. Demonstrated ability to independently identify, analyze, and resolve technical problems related to wealth management systems and documentation.
8. Proven leadership skills and ability to handle multiple priorities under time constraints.
9. Proficiency in basic computer applications, such as Microsoft Office.
10. Ability to travel, occasionally overnight

Preferred Qualifications:
1. Ten years of experience in the wealth management area or a similar environment handling complex client relationships and transactions.
2. Proficient knowledge of Excel and analytics for wealth reporting.
3. Working knowledge of Salesforce and its application in wealth management.

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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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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