Truist · 7 hours ago
Wealth Advisory Region Support Leader
Atlanta, GA
Full-time
Onsite
Senior Level
5+ years expTruist is a financial services company seeking a Wealth Advisory Region Support Leader. This role involves leading and coaching a team of wealth support specialists while overseeing daily operations and ensuring alignment with strategic priorities.
BankingFinanceFinancial Services
Responsibilities
Supervise, lead, train and coach a geographically disbursed team of wealth support specialists
Oversee daily execution of the functions of wealth support specialists and serve as first escalation point
Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and communicate differentiated goals for roles in the support org and ensure accountability and identification of performance gaps, as well as opportunities for growth and development
Conduct effective performance evaluations and conversations, to include linking performance and behavior to established goals; providing concrete examples to support ratings; seeking feedback from stakeholders
Ensure compliance with internal controls, operational procedures, relationship management support and risk management policies through regular review and dissemination (where needed) of exception reports and key performance indicators
Work with support leadership and business continuity planner to understand roles and responsibility in business continuity plan and train support teammates accordingly
Partner with sales leadership and advisors to assist in sales and client acquisition activities through ongoing support, coaching and oversight of relationship management activities
Work with support leadership and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for changes and re-alignments (in conjunction with RMD)
Responsible for recruiting, diversity, equity and inclusion priorities, retention and recognition of support teammates in assigned region
Serve as the first-line resource for teammates in your org on matters related to the interpretation and application of policies and procedures that relate to the execution of their duties
Where applicable, represent the needs of specialty-focused support teammates on working groups and committees designed to illicit feedback or input on the potential impacts of policy and procedure changes
Where applicable, work with Group Support Leaders and partners to develop specialty-specific training for specialty-focused support teammates
Qualification
Required
Undergraduate degree or equivalent work-related experience
Five years of previous banking or other financial institution experience with an emphasis in operations or administration
Excellent organizational, verbal and written communication skills
Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
Strong knowledge of banking, fiduciary and wealth management systems, solutions, and offerings
Preferred
Six years of previous banking or other financial institution experience with an emphasis in operations or administration
Demonstrates strong investment, wealth management, treasury services, consumer and commercial credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings
Previous leadership experience
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (235)
2024 (248)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2025-12-18
2025-12-16
2025-12-16
Company data provided by crunchbase