Responsible for maintaining Wealth Advisory policies and procedures, coordinating audit, risk, and governance activities, and supporting client advocacy inquiries and resolutions. This role is also actively involved in firm-wide initiatives, ensuring effective communication of changes, identifying process gaps, assessing skill needs, and driving consistency across Truist Wealth.Language Fluency: English (Required)Work Shift: 1st shift (United States of America)Responsibilities Leads and coordinates matters related to Wealth Advisory policy and procedures, including the development and maintenance of Wealth specific policies procedures and teammate training related to the changesManages the Wealth Exception Panel process, including coordinating sign‑off / participation from Risk, Legal, Compliance and the BusinessPrimary contact for all requests related to testing and monitoring of Wealth specific‑policies and procedures, RCSA execution, Business Continuity for the Support org, and process mapping requestsLeads and manages Wealth Advisory Support strategic initiatives, as directedProvides execution and operational support for Wealth Advisory Support leadershipWorks with cross LOB functional partners to determine the impact of system, policy and procedure changes on the Wealth Advisory businessDefines problems and organizes strategic approach to gain efficiencies, assigns responsibilities, develops schedules and milestones, identifies structures and processes for decision makingSubject matter expert in all processes and roles/responsibilities of the Wealth Support SpecialistsEstablishes and maintains relationships with all stakeholders to understand needs of the business in relation to advisor support and client servicingDeliver a consistent communication process across the Support organization including, but not limited to, All Calls, Advisory council, training initiatives, process changes, and procedural updates, newslettersFacilitate responses to and from support teammates in a specialized Q&A repository to field questions and provide guidanceEngage in Wealth‑wide strategic initiatives and projects to get ahead of changes and prepare to communicate to leadership and support teammatesServes as an individual contributor, but may manage employees and serves as a second line resource to support roles when and if neededRequired Qualifications 5+ years Wealth management experienceExcellent organizational skills with the ability to work on numerous tasks simultaneouslyKnowledge base and system skillset with emphasis on attention to accuracy and detailFlexible; able to adapt to change and shifting priorities in a fast‑paced environmentExcellent interpersonal and change management skillsExcellent oral and written communication skillsAbility to travel, occasionally overnight for training and teammate onboardingPreferred Qualifications 7+ years of previous experience with Truist WealthDemonstrates strong fiduciary, investment, wealth management, or banking knowledge to successfully support a team of advisors with various product discussions and offeringsThe annual base salary for this position is $74,660 - $134,380.Benefits 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 401(k) 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. 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.EEO 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. EEO is the Law. IER Right to Work. E-Verify.#J-18808-Ljbffr
