Wealth Onboarding Manager; is footprint

Overview

The Truist Wealth Onboarding Manager will report to the Truist Wealth Director of Development and is responsible for developing and managing the overall onboarding events to maximize the profitability of the Firm's investment in newly-recruited Wealth teammates, Wealth managers and Premier Bankers. Also develop and oversee Wealth Brokerage Onboarding and Transition Managers and Wealth Onboarding Specialists that assist newly-recruited Wealth teammates, Wealth Managers and Premier Bankers.

• 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

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.

• 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 Qualifications:

• Advanced degree in business, law or accounting
• Other professional designations

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Equality and Accommodation: Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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