Advice & Planning Strategic Consultant III

Truist•Atlanta, GA

1d•Onsite

About The Position

Formulate a viable Advice & Planning strategy and support Truist by increasing the capability, the confidence, and the capacity of teammates to deliver advice to clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, quality, executional excellence, consistency, and relevance over time. Facilitate a learning organization that consistently advances the next iteration of strategy and execution around advice & planning.

Requirements

Bachelor's Degree
Expert and innovative with written, oral, and presentation communication skills
Ability to coach Wealth leaders and teammates in one on one and group settings
Ability to work as a lead team member in a matrix environment, particularly related to project and process expectations
Able to define and lead the execution of business objectives and adapt quickly as priorities shift due to changes in business priorities
Experienced in PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications
Well organized and flexible; able to adapt to change and influence broader team, as well as determine and focus on top priorities in a fast-paced environment with multiple priorities

Nice To Haves

At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study
Ability to analyze trends and needs of the organization and clients and synthesize that with our strategy. Ability to design and rollout a process that's scalable and interpret learnings to suggest enhancements for the future
5 or more years of experience in the planning or advisory business, strategy, execution, coaching, org development, and/or content development

Responsibilities

Lead and coordinate strategy and execute initiatives according to the priorities of the Advice & Planning Group.
Provide thought leadership and innovation related to advice delivery and resources through creation and editing.
Coach Wealth leaders and teammates to integrate the relationship advisory process and tools that enable the process including the Elements of Wealth.
Coordinate and execute business operation and process excellence, to include business planning, business continuity, and operations manuals.
Scale advice and planning process to create self-sufficiency with tools and free up capacity for Advisors to maximize impact with clients.
Lead the design of and manage metrics and reporting related to advice and planning. Interpret outcomes and extrapolate those to determine appropriate changes in strategy.
Support the advice & planning business through consistent oversight, high quality and effective management of business processes.
Collaborate with business leaders and partners across Truist Financial Corporation.
Maintain efficient use and high proficiency of all necessary systems, applications, tools, software, etc.
Adhere to financial planning process and protocols. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations.