Job Information
Truist Head of Truist Wealth Center for Family Legacy in New York, New York
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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The Director of Truist Wealth Center for Family Legacy leads the teammates within the Center for Family Legacy group who are nationally dispersed across the Truist footprint. Responsible for marketing, both internally and externally, all family office services including family governance and family education, enhanced reporting and expense management to our UHNW client families and facilitated family meetings and next gen education to our HNW client families.
The Center for Family Legacy works with Ultra High Net Worth and High Net Worth families as part of a multi-dimensional system with a multi-generational outlook, focused on growing all three forms of family capital: Financial; Human; and Intellectual. Center for Family Legacy partners with advisors in Wealth, relationship managers in CIG and CCB, and with the Strategic Client Group in the case of business transitions, in order to acquire new family clients and to deepen relationships with existing clients.
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.
Develop and execute national business plans for GenSpring Family Office Services. Manage financials for the GFOS business unit to ensure execute in accordance with the GFOS and Truist Wealth Strategic Plan, include establishing short term (1 year) and long term (3 year) strategies to meet and exceed Truist financial goals and grow each business in existing and new markets.
Lead a national dispersed across the footprint ensure the teammates are enabled and equipped to perform the essential duties effectively and efficiently including, but not limited to:
Market family office services, both internally and externally
Facilitate Family Meetings
Create intellectual content including White Papers, marketing collateral, learning programs, media articles and podcasts
Be the lead representative for Truist in national and local conferences and events as a content expert in multigenerational banking and family office services
Be a Subject matter expert in the competitive landscape in the Education and Governance space; Creative and thought leader to continuously improve product and solution suite to meet the needs of the Truist UHNW clients
Work closely with Integrated Relationship Management (IRM) Partners in Wealth and across all LOBs in Truist to ensure that the product/service offering of GFOS and Legal meet the needs of clients in CIG, CCB and Wealth, including corporate, commercial and not for profit. Build strong ties and relationships with heads of IRM partner channels, product team heads and other leaders in order to proactively deploy the capabilities of the Center for Family Legacy across Truist and support the IRM strategy
Attract, identify, hire and develop the Center for Family Legacy teammates that fit the team and Truist Wealth profile with a keen focus on diversity and inclusion
Develop, implement and oversee incentive plans that aligned with business objectives. Establish defined and measurable goals for the Center for Family Legacy
Responsible for delivering our purpose through visibility in the community and building a strong culture within the international line of business in turn providing an inclusive, team-oriented culture aligned with the Truist purpose, mission, and values
Responsible for all risk management and ensure all objectives with respect to credit, compliance and operational risk are met
Ensure that GFOS establish and maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Participate as needed with Truist regulators and individual subsidiary regulators (such as the Securities & Exchange Commission) as a senior leadership representative for Truist Wealth.
Lead a culture of continuous improvement and operational executional excellence
The annual base salary for this position is $270,000 - $324,000
QUALIFICATIONS
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 required
15 years of experience managing ultra-high net worth clients and their families with execution of an extensive variety of client transactions covering the full suite of wealth management solutions
Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives
Success in coaching and developing diverse and inclusive teams
Proven track record in revenue generation and entrepreneurial nature
Advanced analytical and technical skills combined with a problem solving attitude
High EQ and empathy to seamlessly understand the client's needs and desires
Excellent interpersonal style, good listening skills and the ability to communicate highly complex ideas clearly and concisely
Strong partnering and leadership skills in a complex, matrixed environment
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
Advanced Degree: MBA, JD, PhD
Background in communication and/or psychology
Licensing: CFP, CFA, CPA, CTFA, ChFC, PFS, CIC
Experience leading a business unit
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 (https://benefits.truist.com/)
. 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.
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)
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