Director of Advisor Recruiting, Truist Investment Services, New York, Atlanta, Charlotte

Truist Bank•New York, NY

13d•$225,000 - $250,000•Onsite

About The Position

The Director of Advisor Recruiting leads the strategy, execution, and continuous improvement of Wealth and Financial Advisor recruiting across Truist Wealth. This role advances an enterprise approach to attracting, converting, and successfully launching advisors. The Director partners closely with senior wealth leadership, market leaders, recruiting teams, and business partners to strengthen recruiting effectiveness, improve pipeline quality, accelerate advisor productivity, and support early retention outcomes. The role combines strategic leadership, performance analytics, sales enablement, and operating discipline to deliver measurable advisor growth and success.

Requirements

10+ years of experience in wealth management, recruiting strategy, sales enablement, business execution, or related leadership roles
5+ years of leadership experience with demonstrated ability to drive enterprise initiatives
Proven ability to lead cross-functional efforts and influence senior stakeholders across a complex organization
Strong analytical and strategic thinking skills, with the ability to translate data into actionable outcomes
Demonstrated success improving performance, driving adoption, and scaling business processes
Excellent communication skills with ability to engage both executive leadership and field teams
FINRA Series 7, 66 (or 63/65), and 24

Nice To Haves

Experience in wealth management, financial services, or advisor recruiting.
Experience supporting or partnering with advisor onboarding, integration, transition, or practice acquisition teams.
Experience in sales enablement, business strategy, recruiting operations, performance analytics, or go-to-market execution.
Background in technology integration, automation, workflow optimization, or AI-enabled business processes.
Experience working with CRM systems, such as Salesforce, and data visualization/reporting tools, such as Tableau or Power BI.
Experience developing recruiting, onboarding, marketing, or field enablement content.
Strong stakeholder management and cross-functional partnership skills.
Ability to operate comfortably across strategy, analytics, execution, and change management.
Interest in continuous learning, innovation, and improving how teams operate.

Responsibilities

Lead execution of the enterprise advisor recruiting strategy across markets, segments, and priority growth areas.
Establish consistent recruiting standards, operating routines, and accountability across the full recruiting lifecycle.
Partner with market, regional, recruiting, onboarding, and field leaders to strengthen pipeline quality, conversion, and recruiting discipline.
Partner with the Wealth Onboarding Manager to streamline the end-to-end advisor onboarding experience, from offer acceptance through early-stage productivity.
Design and implement repeatable onboarding workflows, milestones, and performance tracking routines to accelerate time to production and revenue contribution.
Monitor early performance indicators and proactively address risks to advisor success, productivity, and retention.
Develop executive-ready dashboards and reporting that provide an enterprise view of pipeline health, recruiting effectiveness, onboarding progress, productivity, and early retention trends.
Translate recruiting and onboarding analytics into actionable insights that inform leadership decisions, field execution, and continuous improvement.
Partner with technology and business teams to enhance platforms, tools, workflows, automation, and AI-enabled capabilities supporting recruiting and onboarding.
Develop recruiting messaging, advisor value proposition materials, playbooks, campaigns, and field enablement tools that support leader effectiveness and advisor growth.