Responsible for overall strategy, development, performance of the Client Advisory Center (CAC) in a virtual environment. Drive Integrated Relationship Management (IRM), oversee principal regulatory duties, and lead the advisor retention and recruiting activities.

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.

1. Responsible for the leadership and management of CAC Site Managers and Centralized Financial Advisors.

2. Drives growth initiatives and strategy execution by ensuring the sales and service processes and client delivery models are effective in meeting client needs and providing optimal shareholder returns.

3. Leads the Client Advisory Center Sales team focusing on Truist Mass Affluent and Emerging Wealthy clients. Achieve Revenue and expense plan goals.

4. Develop and coach sales team to increase sales skills and achieve individual sales targets. Integrate with Retail bank, Premier, Securities and Wealth to triage prospects to the best fit service model to achieve client's financial goals. Integrates with technology and alternative delivery channel initiatives.

5. Ensure client migrations into and out of the CAC are executed in regular intervals, ensuring smooth transitions for clients, Advisors and sales support teams.

6. Responsible for working closely with the Regional Support Manager/Director to support their supervision of the operations and sales support staff.

7. Responsible for cultivating and maintaining strong cross LOB partnerships.

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. Bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.

2. 10 years of leadership experience in coaching relative to sales and relationship management in the Wealth Brokerage/Advisory industry.

3. Financial Industry Regulatory Authority (FINRA) series 7, 66 (or 63/65), 24, plus applicable Life & Health insurance licenses.

4. A thorough understanding of a broad range of financial planning and investment concepts.

5. Successful track record of sales leadership, presentation and relationship management skills previously demonstrated in the wealth brokerage business.

6. Conceptual ability to analyze problems and devise solutions.

7. Strong organizational, interpersonal, analytical, and communication skills and attention to detail.

8. Ability to travel, including overnight travel.

Preferred Qualifications:

1. Master’s degree in a business-related field.

2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.

3. Completion of an established management or career development program such as the bank’s Leadership Development Program or similar program.

4. Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems.