Truist · 1 hour ago
Wealth Onboarding Manager (location is flexible within Truist footprint)
Charlotte, NC
Full-time
Onsite
Senior Level
7+ years expTruist is a financial services company seeking a Wealth Onboarding Manager to enhance the onboarding experience for newly-recruited Wealth teammates, Wealth managers, and Premier Bankers. The role involves developing and managing onboarding events and overseeing onboarding specialists to maximize profitability and efficiency.
BankingFinanceFinancial Services
Responsibilities
Oversees coordinating of all onboarding events (juggling multiple events at one time) and works with Divisional Directors, Complex Directors and Managing Directors for any issues that may arise including scheduling new onboarding events
Reviews and maintains content on Onboarding and Training website
Works with management and other key areas (operations, sales, compliance etc) for continued development of onboarding process
Review of post onboarding activities
Works closely with Truist Wealth Director of Development for any reports or special projects needed by management
Ability to travel for meetings and help with onsite onboarding if needed
Coaching and developing Wealth Brokerage Onboarding and Transition Managers and Wealth Onboarding Specialists
Tracks onboarding expenses and onboarding stats to ensure maximum profitability and efficiency
Qualification
Required
Bachelor's degree and related training
Seven years of broker/dealer or financial services industry experience. Strong understanding Wealth products, services, operations and systems
Five years of management experience mentoring, training and developing other teammates
FINRA SIE, 7, 66, 24 examinations
Excellent analytical, problem-solving, organizational skills
Strong verbal and written communication skills
Must be able to prioritize tasks, reprioritize tasks and work well under intense pressure
Strong computer skills to include Microsoft Office Products; knowledge of brokerage systems would be a plus
Ability to do extensive travel, 1-7 weeks at a time, including weekends
Preferred
Advanced degree in business, law or accounting
Other professional designations
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 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
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
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
Company data provided by crunchbase