Wealth Sales & Support Leader

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: The Wealth Sales & Support Leader serves as a key strategic and operational partner to the Division Director, driving sales performance, strengthening sales processes, and ensuring seamless alignment across Wealth, Wholesale, and partner business lines. This role leads the execution of divisional sales strategies, oversees sales governance routines, and enhances advisor effectiveness through optimized tools, training, and data integrity initiatives. 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. I. Drive Sales & Revenue Performance u2022 Partner with DD to drive divisional sales performance u2022 Review and report sales activities with sales leaders (production, pipeline, partnerships, calling, etc.) u2022 Drive communication, partnership and performance with product and support partner areas (i.e. CCB, Premier, MM, CIB, CRE, Dealer, Senior Care, etc.) u2022 Manage Client Planning Process u2022 Drive advisor tool adoption, access to training, systems and product knowledge u2013 need more insight into advisor time management u2022 Oversee Client Assignment/Regional migration input u2022 Supports data integrity efforts u2022 Advisor Desktop (or other CRM system) Champion u2013 usage and data accuracy u2022 Review reporting & dashboard data needs to driving sales progress u2022 Identify and cross-share sales best practices and ideas u2022 Work with recruiting team to track and look for trends in wealth advisor candidates across each region. Prepare monthly overview for division directors. II. Sales Strategy Execution u2022 Partner closely and sales leaders to support wholesale and Wealth strategy, disseminate communication on change management or special projects for regional/vertical execution u2022 Monitor sales meeting cadences and agenda to ensure adherence u2022 Truist Culture Ambassador u2022 VOC results & alert responses u2022 Support Wealth effectiveness in partnership with Wealth leaders u2022 Proactively identify process efficiencies for the wealth team, escalate improvements across regions and train on them. u2022 Work closely with all wealth support. This includes in-market support (RSL, WSS, FSS, ISS) and virtual support (Wealth Solution Center). Identify issues, propose solutions and drive efficiencies. u2022 Inspect and help drive consistency in RMD/RSL routines/behaviors as well as WA/WSS routines and behaviors. u2022 Support analysts within the division and LDP assistance as needed u2022 Hub of sales communication and dissemination to division u2022 Change Management or Special Projects Liaison u2022 Other duties as assigned by Division Director 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. Bacheloru2019s degree or equivalent education and related training. 2. Eight years of experience in a wealth management support role or equivalent job experience. 3. Strong communication skills, both written and verbal, for internal and external client interactions. 4. Excellent organizational skills and working product knowledge of wealth management and general bank services. 5. Strong interpersonal, diplomacy, and sales support skills. 6. Math aptitude with the ability to grasp general accounting and financial concepts relevant to wealth management. 7. Demonstrated ability to independently identify, analyze, and resolve technical problems related to wealth management systems and documentation. 8. Proven leadership skills and ability to handle multiple priorities under time constraints. 9. Proficiency in basic computer applications, such as Microsoft Office. 10. Ability to travel, occasionally overnight Preferred Qualifications: 1. Ten years of experience in the wealth management area or a similar environment handling complex client relationships and transactions. 2. Proficient knowledge of Excel and analytics for wealth reporting. 3. Working knowledge of Salesforce and its application in wealth management. 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 Truistu2019s generous benefit plans, please visit our Benefits site ( . Depending on the position and division, this job may also be eligible for Truistu2019s 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 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 ( E-Verify ( IER Right to Work (

Created: 2026-03-07