Truist Financial

Wealth Regional Supervisor

Truist Financial

Raleigh, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Truist Financial, a trusted name in the financial industry. We are seeking a highly motivated and experienced individual to join our team as a Wealth Regional Supervisor. In this role, you will be responsible for overseeing the operations and performance of our wealth management services in a designated region. We are looking for someone with a strong background in wealth management and a proven track record of success. If you possess exceptional leadership skills and a passion for helping clients achieve their financial goals, we invite you to apply for this exciting opportunity.

  1. Oversee the operations and performance of wealth management services in a designated region.
  2. Develop and implement strategic plans to achieve financial goals and objectives.
  3. Lead and manage a team of wealth management professionals, providing guidance, training, and support.
  4. Monitor and analyze the performance of the region, identifying areas for improvement and implementing solutions.
  5. Ensure compliance with all industry regulations and company policies.
  6. Build and maintain relationships with clients, providing exceptional service and addressing any concerns or issues.
  7. Collaborate with other department heads to ensure cohesive and efficient operations.
  8. Conduct regular performance evaluations and provide feedback and coaching to team members.
  9. Stay updated on industry trends and developments, and make recommendations for improvements and advancements in services.
  10. Represent the company at industry events and conferences, promoting our brand and services.
  11. Prepare and present reports to senior management on the region's performance and any relevant issues or challenges.
  12. Drive business growth by identifying new opportunities and strategies for expansion.
  13. Ensure a positive and professional work environment, fostering teamwork and collaboration among team members.
  14. Continuously evaluate and improve processes and procedures to increase efficiency and productivity.
  15. Demonstrate a strong understanding of financial products, services, and markets to effectively serve clients and address their needs.
Where is this job?
This job is located at Raleigh, NC, USA
Job Qualifications
  • Minimum Of 5 Years Of Experience In Financial Services Industry, With A Focus On Wealth Management And/Or Private Banking.

  • Bachelor's Degree In Business, Finance, Economics Or Related Field. Mba Or Cfp Designation Preferred.

  • Proven Track Record Of Successfully Managing A Team Of Wealth Advisors And Achieving Sales Goals.

  • In-Depth Knowledge Of Investment Products, Financial Planning Strategies, And Regulatory Compliance.

  • Excellent Communication And Leadership Skills, With The Ability To Build And Maintain Strong Relationships With Clients And Internal Stakeholders.

Required Skills
  • Financial Analysis

  • Strategic Planning

  • Communication

  • Time Management

  • Budget management

  • Leadership

  • Relationship Management

  • Team Building

  • Sales forecasting

  • Risk assessment

  • Problem-Solving

  • Performance evaluation

Soft Skills
  • Communication

  • Conflict Resolution

  • Customer Service

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Regional Supervisor in Raleigh, NC, USA is $85,000 - $130,000 per year. This range can vary depending on factors such as experience, education, and the specific company or industry the supervisor works in.

Additional Information
Truist Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 6th, 2024
Apply BeforeJune 21st, 2025
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About Truist Financial

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.

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