Truist Strategic Client Development Managing Director, Truist Wealth in TAMPA, Florida
Req ID: R0062513_TAMPA, FL
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Note: Position is open to all locations within the Truist Wealth footprint with access to a major airport. Travel Percentage: 25 - 30%
Responsible for the development, management and implementation of partnership activities between Wealth Advisors, Commercial Community Bank Relationship Managers and Corporate Investment Bankers. Execute the mission of the Strategic Client Group to activate the full complement of Truist resources around business owner transition opportunities. Focus on RESERVE and GenSpring new client acquisition and creating strategic revenue (M&A fees, capturing AUM and deposits, and corporate finance revenue) arising from business transition events. Coordinate delivery in a OneTeam approach of all Truist resources to the business owner evaluating strategic alternatives to create and implement customized, flexible and integrated solutions. Assure a consistent and replicable approach to business owners' personal wealth transition planning by institutionalizing best practices and OneTeam behaviors. Responsible for internal lead-gen of transition opportunities via coverage of CCB, Wealth and CIG. Develop a disciplined client-focused strategic sales culture.
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.
Design, development and implementation of strategic partnership initiatives to educate investment banking partners on how to identify wealth management opportunities with business owners; leverage partnerships to drive transactions from the Corporate Investment Group and deliver prospects to Wealth
Partner closely with Strategic Sales and Operations Manager to create customized marketing materials, thought leadership content and webinars; assist with event design; own population of internal and external events as well as event follow up
Collaborate with executive leadership to generate ideas and develop creative solutions that drive "top down" line of business connectivity; design cross-line of business reporting to track revenue opportunities and team behaviors
Ensure fair distribution of opportunities and objectively recommend the most qualified wealth management team in order to achieve best fit and successful outcome
Coordinate efforts to design, develop and implement OneTeam(r) Approach for each opportunity across lines of business; host OneTeam calls to ensure consistent and open lines of communication
Own development of a "partner approved" calling effort for on hold but viable transition opportunities (no call activity prior 6 months)
Set priorities and expectations regarding execution of advisor behaviors to drive best outcomes for client by ensuring an introduction to BTAG well before a transaction is in place
Drive enhanced efforts to create clarity of early stage M&A pipeline through informed and in-depth conversations with clients that may choose a liquidity event; convert transaction-oriented clients to relationship-oriented, recurring revenue clients
Promote Wealth Advisor and CML Relationship Managers business owner client/prospect coordination to identify complex business owner personal needs and coordinate cross-LOB processes to leverage Bank resources resulting in Wealth Advisor becoming a client/prospect's trusted advisor during a business transition and increasing likelihood of capturing RESERVE/GenSpring level wealth proceeds
Ownership of revenue goals; ensure team pipeline reporting addresses proper prioritization of timing of opportunities; internal team assignments, as well as appropriate field strategy for effective strategic follow-up and meeting of team revenue goals
Responsible for covering Wealth Advisors, Specialty Group Advisors, Corporate and Community Banking Relationships Managers, Commercial-Dealer Relationship Managers, Middle Market and Investment Bankers
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 in business administration, accounting or financial services, preferably wealth management; Series 7 and/or Series 66 license
10+ years proven experience in successful sales and client delivery with personal track record of successful selling of investment and/or credit products, along with full range of personal financial services to high net worth and ultra-high net worth client groups
Superb sales management, networking and interpersonal skills; effective team leader and team player
Ability to drive strong sales and service culture through active leadership and management including goal setting, coaching, motivation, recognition, consequence management and performance monitoring
Solid understanding of personal financial planning and the inter-relationship of the specific disciplines (i.e., investment planning, insurance planning, retirement planning, income tax planning, estate planning)
Effective decision making and judgment skills
Well-organized, detail-oriented, able to work independently and flexible with the ability to determine and focus on top priorities in a fast-paced environment
Experience working with a geographically disbursed team and demonstrated ability to lead and influence effectively
Highly competent in the coordination of significant numbers of opportunities with simultaneous deliverables across multiple teams
Highly developed communication skills; articulate verbally and in writing
Executive presence, comfortable interacting with and presenting to all levels of management
Strong working knowledge of regulatory and compliance requirements
CFP or similar designation
MBA or Master's in Finance or Accounting
Certified Exit Planning Advisor (CEPA)
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