Wealth Onboarding Manager (location is flexible within Truist footprint) jobs in United States
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Truist · 4 hours ago

Wealth Onboarding Manager (location is flexible within Truist footprint)

positionAtlanta, GA
timeFull-time
remoteOnsite
senioritySenior Level
date7+ years exp

Truist is a financial services company seeking a Wealth Onboarding Manager. The role involves developing and managing onboarding events for newly-recruited Wealth teammates, as well as overseeing Wealth Brokerage Onboarding and Transition Managers.

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

Wealth products knowledgeManagement experienceFINRA examinationsAnalytical skillsMicrosoft OfficeCommunication skillsCoaching skillsOrganizational skillsProblem-solving skills

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
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan

Company

Truist

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Truist is the sixth-largest commercial bank in the U.S.
dateFounded in 2019
location
Charlotte, North Carolina, USA
people-size10001+ employees
web-link
https://www.truist.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-01-01Seed

Leadership Team

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Michael Maguire
Chief Financial Officer
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James Cordovana
SVP of Cloud Security Enterprise Architect
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