Wealth Advisory Support Consultant

Truist•Orlando, FL

3d•Onsite

About The Position

The position is primarily responsible for the maintenance of Wealth Advisory specific policies and procedures, coordination of audit, risk, and governance request and responses, assisting with client advocacy inquiries and resolution, and other similar responsibilities. The teammate will be highly engaged in ongoing initiatives across Truist Wealth to prepare for and communicate changes to support teammates, identify any gaps, determine skills assessment, and drive consistency across the organization. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Requirements

5 + years Wealth management experience
Excellent organizational skills with the ability to work on numerous tasks simultaneously
Knowledge base and system skillset with emphasis on attention to accuracy and detail
Flexible; able to adapt to change and shifting priorities in a fast-paced environment
Excellent interpersonal and change management skills
Excellent oral and written communication skills
Ability to travel, occasionally overnight for training and teammate onboarding

Nice To Haves

7 + years of previous experience with Truist Wealth
Demonstrates strong fiduciary, investment, wealth management, or banking knowledge to successfully support a team of advisors with various product discussions and offerings

Responsibilities

Leads and coordinates matters related to Wealth Advisory policy and procedures, including the development and maintenance of Wealth specific policies procedures and teammate training related to the changes
Manages the Wealth Exception Panel process, including coordinating sign-off / participation from Risk, Legal, Compliance and the Business
Primary contact for all requests related to testing and monitoring of Wealth specific-policies and procedures, RCSA execution, Business Continuity for the Support org, and process mapping requests
Leads and manages Wealth Advisory Support strategic initiatives, as directed
Provides execution and operational support for Wealth Advisory Support leadership
Works with cross LOB functional partners to determine the impact of system, policy and procedure changes on the Wealth Advisory business
Defines problems and organizes strategic approach to gain efficiencies, assigns responsibilities, develops schedules and milestones, identifies structures and processes for decision making
Subject matter expert in all processes and roles/responsibilities of the Wealth Support Specialists
Establishes and maintains relationships with all stakeholders to understand needs of the business in relation to advisor support and client servicing
Deliver a consistent communication process across the Support organization including, but not limited to, All Calls, Advisory council, training initiatives, process changes, and procedural updates, newsletters
Facilitate responses to and from support teammates in a specialized Q&A repository to field questions and provide guidance
Engage in Wealth-wide strategic initiatives and projects to get ahead of changes and prepare to communicate to leadership and support teammates
Serves as an individual contributor, but may manage employees and serves as a second line resource to support roles when and if needed