The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Specialty Wealth Regional Managing Director is responsible for leading, coaching, and developing a Team of Specialty Wealth Advisors for both the Legal and Medical Specialty Groups and increasing the team’s revenues by driving the delivery of relevant financial solutions and products to existing legal and medical clients, marketing new products, securing new clients, and focusing on executing the Truist Wealth Purpose Driven Wealth Experience.

The Medical Specialty Group (MSG) is nationally focused business comprised of Medical Wealth Advisor Associates, Medical Wealth Advisors and Medical Relationship Managers, who provide financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise in understanding the ever-changing dynamics of healthcare, and anticipating the issues and trends most important to the medical community.

The Legal Specialty Group (LSG) is a nationally focused business comprised of Legal Wealth Advisors who provide financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Lead and manage one or more Specialty Wealth teams to include an assigned national, regional or local territory

• The role requires significant leadership, sales and relationship management, business development, presentation and sales skills that establish the leader and the team as credible and capable financial partners to high net worth and ultra-high net worth physicians, lawyers, while meeting the commercial banking needs of medical and legal practices

• The ability to develop and implement a team business plan (e.g. financial, budget, staffing, marketing, calling plan.) that meets the corporation’s and Truist Wealth’s expectations for growth and profitability in the Legal Specialty and Medical Specialty client segments

• Effectively lead the team to work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, insurance services and treasury and payment solutions) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.

• Ensure the team delivers personalized, attentive, needs based service to the client base through sound financial planning and advisory concepts, and appropriate business advice to medical practices; actively monitors assigned investment accounts for adherence to investment and asset allocation objectives and policies.

• Employ strong talent management practices around development, retention, recruiting and hiring for all teammates in Truist Wealth, promoting a cohesive, inclusive, and diverse culture that is aligned with Truist’s Purpose, Mission and Values

• Ensure that the team executes and operates within Truist Wealth established processes and procedures and maintains appropriate legal, operating, and regulatory controls to manage risk and compliance. Participate as needed with Truist regulators and individual subsidiary regulators (such as the Securities & Exchange Commission) as a leadership representative for Truist Wealth

• Engage and participate in Senior Wealth leadership meetings and decisions, and offer strategic advice and competitive analysis to the Head of Specialty Wealth in order to assist in the successful accomplishment of overall Wealth goals and strategies, including the implementation of Truist’s Touch and Technology = Trust strategic goal

• Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, Treasury and Payment Solutions and more, as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations in the medical industry to enhance the marketing efforts of the team

• Ensure that the unit works within the existing audit, compliance, and regulatory framework to ensure a high quality, compliant portfolio of relationships. Work closely with specialized areas of support (fiduciary administration, credit administration and compliance) to implement the company’s risk management practices, policies and procedures.

Qualifications

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

• FINRA: Maintains proper licenses including Series 7, 63, 65 or 66 and 24 the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses.

• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

• 10 or more years of experience in banking, investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business development within a similarly complex market

• 5 years of leadership experience in coaching in sales and relationship management

• A thorough understandingof a broad range of financial planning and investment concepts and an advanced working knowledge of retail banking and trust and fiduciary services

• Continued education and increase acumen of the legal and medical industries and how financial services can help our clients prosper

• Advance and proven knowledge of deposit, credit and investment products

• Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in wealth management in the high-net-worth marketplace

• Excellent written, verbal, problem solving, and analytical skills with an ability to coach teammates to be the same caliber

• Ability to lead and drive active participation on a national team

• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

• Ability to travel, occasionally overnight

Preferred Qualifications:

• MBA, JD, CPA, CFA or CFP

• 5 years of proven experience leading and managing multi-regional wealth teams, preferably in the legal or medical industry

• Completion or enrollment in professional level certification programs such as Chartered Financial Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant

• Completion of established management development or leadership program

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 (https://benefits.truist.com/)

. 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.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)