Wealth Sales and Service Consultant

Wealth Sales & Service Consultant

The Wealth Sales & Service Consultant provides in-office client and advisor support to a team of Wealth Advisors, managing a portfolio of high net-worth clients. Closely works with assigned team consisting of Wealth Support Specialists, Wealth Advisors, Trust Advisors, Investment Strategists, Financial Planners, Wealth Lending, and Wealth Leaders to meet the needs and objectives of the clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate. The teammate may have autonomy to support certain relationships and clients, acting within their operational authority limits. Active participation in client events, client meetings, listening sessions and other activities with clients is expected when deemed necessary by the client team. The teammate will need to stay abreast of market conditions and events, internal news, priorities and strategy, and regulatory and industry changes. For Sports & Entertainment (SEG), clients' situations are unique and closely tied to their industry. The combined knowledge of their personal and corporate bankers (vertical strategy) offers a 360' view of the industries they are covering and allow them to give our clients the most informed perspective in order to provide the best solutions. The interconnectivity between the Sports, Music, and Film industries has led to a number of overlapping relationships across Sports & Entertainment's three verticals and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life.

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. Will serve as the primary point of intake for all requests from assigned team, playing a key front-office role in interfacing with clients and has autonomy to resolve a wide range of internal and external issues.

2. The teammate will oversee and direct workload management, and coordinate various requests through multiple back-office channels, in consultation with assigned team. Additionally, will provide guidance to wealth support specialists in region and serve as onboarding partner/mentor.

3. Proactively provides banking, lending and Trust product support for an average client book containing 250 clients+

4. Enters and maintains appropriate client records; monitors client transactions and client data for accuracy and timeliness; maintains appropriate documentation of client transactions; redirects client requests to the wealth solution center as needed to ensure client and advisor requests are fulfilled in a timely manner

5. Respond to client requests for information and assistance within appropriate level of authority, while identifying at-risk relationships with a focus on client retention and opportunities to expand relationship and communicating to the relationship team. May serve as the primary point of contact for clients.

6. Plays an active role in the sales process, including client document review, general correspondence to customers, assists in creation of client presentation material using Microsoft Office Suite and/or other Truist Wealth software, and proactive sales support activities for advisors

7. Oversees client onboarding process, including account opening/closing/maintenance and wires, with a focus on Risk Management and Compliance. Owns onboarding and primary specific maintenance of complex banking products and services, including Trust accounts, Commercial Lending, Treasury & Payment Solutions and complex deposit products

8. Continually renders extraordinarily responsive and personal service to Wealth clients while demonstrating product and procedural mastery. Continues to develop and maintain positive working relationships with various departments and individuals who interface with Wealth clients

9. May train other support teammates on systems, industry knowledge, support processes and procedures.

10. May have indirect supervisory responsibilities for one or more wealth support specialists.

11. Participate in workstreams, committees and councils as needed; provide ongoing feedback for process improvements

12. Can attend client meetings/events

13. Carries a higher standard operational authority (wires, deposit mark-up, overdraft etc.) and for SEG teammates, may provide enhanced financial management services to clients, including coordination with CPAs for tax preparation, working with lawyers / estate planning professionals as needs arise

14. Serves as the local operations leader for their assigned team and may take the lead on operational / administrative projects, including team specific initiatives.

15. Where applicable, Specialty teammates demonstrate mastery in specialty-specific support activities, including servicing a commercial book of business, mastery of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps

16. For SEG teammates, serves as the primary point of contact for the Managing Director and assigned clients. Actively maintains and manages working relationships with assigned clients, their business managers or other client affiliated partners engaged in support of the client's financial needs, continually deepening client relationships by attending industry events and entertaining clients as appropriate

17. For SEG teammates, demonstrates expertise on, and stays abreast of any changes to professional sports player contracts, knowledge of the music and film industries and their complexities, internal product and procedural changes, internal market trends and promotions, and internal new product and service client offerings. Actively shares information with national team.

Qualifications

Required Qualifications:

1. Bachelor's Degree or 7 or more years of banking experience

2. Excellent organizational skills with the ability to work on numerous tasks simultaneously with a high attention to detail

3. Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced team environment with multiple priorities

4. Excellent interpersonal and relationship management skills, demonstrating exemplary customer service and professional etiquette

5. Exemplary oral, written, customer service and professional etiquette skills

6. Ability to coach and train teammates within a matrix environment with indirect managerial responsibilities

7. Expert understanding of Banking, Lending, Investment Management and Trust solutions, and Treasury and Payment solutions

Preferred Qualifications:

1. Bachelor's degree in accounting, Finance or Business

2. If assigned to a specialty, 7 or more years supporting specialty clients with complex needs

3. Previous relationship management experience

4. Previous experience as manager, or with training teammates

5. Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings

6. FINRA license 7, 66 and Insurance License

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. 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 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.

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