Truist Director of Family Education, Truist Wealth Center for Family Legacy in Atlanta, Georgia
Req ID: R0035845
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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 will be to work integrally with the Head of GenSpring Family Office Services, the Managing Directors, Directors and Specialists to develop the family wealth programs and supporting tools and resources pertinent to their role.
The Center for Family Legacy integrates with Ultra High Net Worth and High Net Worth using a multi-generational outlook, focused on growing all three forms of family capital: Financial; Human; and Intellectual. The 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.
Meet with the Center for Family Legacy clients on a periodic basis
Attend prospect meetings
Perform research and devise tools and processes supporting their specific offering
Generate new content and revise existing content
Contribute to the delivery of collaborative community events
Support the Specialists
Work alongside the Center for Family Legacy team and Advisors to deliver programs to client families
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.
Broad experience in qualitative and quantitative aspects of family wealth, trained and experienced facilitator, knowledge of curriculum and instructional design, process consultation and change management, familiarity with Ultra High Net Worth and High Net Worth Market Place
Strong interpersonal and communication skills, excellent leadership and management skills; executive Coaching, mentoring and/or consulting experience a plus, strong rapport with advisors and clients of all demographics, ability to travel up to 30% of the time for internal projects and client meetings
Bachelor's Degree, education, and/or curriculum design, 5 or more years working with high net worth families and/or family businesses, 2-5 years advising or consulting with wealthy families on non-financial wealth issues, experience developing education or professional programs
Advanced degree in business, education, and/or curriculum design.
One of the following professional designations/degrees preferred although not required: CFP, ChFC, CAM, AEP, CWM, CTEP, JD, MBA and/or CPA.
Competency in behavioral science, family counseling, family therapy, family business, and/or psychology not required, but a plus
Technical expertise in an area such as law, tax, finance, accounting and/or behavioral science not required, but a plus Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace. Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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