Head of Financial Planning

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? ( _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (?subject=Accommodation request) _(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: This role is responsible for defining the strategy for financial planning in alignment with Truistu2019s goals. This includes identification of the financial planning needs for Wealth and Premier and aligning resources to effectively execute those objectives. Responsible for ensuring technology choices align with this strategy and will collaborate with digital teams to ensure that delivery of solutions that enable successful outcomes. Will also lead a team of Financial Planning Consultants in the coordination, development, delivery and implementation of financial planning training and support to advisors. 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. 1. Develop the strategy for financial planning including is the meaningful definition of a u201cplanu201d based on client segment or complexity, delivery channel or other variables. 2. Selection of technology and platform to execute on the strategy u2013 determine if current applications are meeting our needs, delivering as promised and integrated for optimal performance. Establish roadmap to remediate any deficiencies or gaps. Execute in collaboration with client-facing, Digital and Platform teams 3. Enable advisor-led planning to include: development and delivery of training curriculum, serving as an inbound resource to support client-facing teammates (FAs, FCs, WAs, PBs) regarding planning questions and how-to on functionality 4. Lead a team of Financial Planning Strategic Consultants 5. Establish personal and team goals and ensure they are achieved 6. Hire, manage, coach and retain top talent 7. Establish annual objectives. Coach the team toward the achievement of those objectives. Fairly and justly rate performance using the performance review process and feedback; rewarding results through praise, recognition, compensation and promotions. 8. Close collaboration with Financial Advisor, Wealth Advisor and Premier Banking to ensure alignment on planning strategy and support for advisor-led planning 9. Collaborate with Wealth Strategist team to ensure Wealth Strategist and Financial Planning teams are aligned to each other and with overall Wealth strategy. Ensure alignment of the continuum of client experience and teammate enablement across client segments and technology toolset 10. Collaboration with Digital and Platform teams to ensure delivery of target client and teammate experiences; Digital and Platform teams are on point for execution 11. Content creation - partner with Wealth Strategist and National Sales Content teams to ensure effective development and delivery of planning thought leadership. Maximize synergies with IAG content team, sharing of best practices and process improvement with Compliance, Natu2019l Sales Content and Marketing groups 12. Business reporting and analytics to track progress toward planning goals and business impact. 13. Execute with appropriate controls, compliance and risk mitigation 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. 1. Knowledgeable in financial planning, related planning platforms, and industry trends. 2. Adept at developing and leading conceptual strategies, delivering implementation solutions, while still providing

Created: 2025-12-05