Job Information
Truist Director of Truist Wealth Center for Family Legacy in Atlanta, Georgia
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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 annual base salary for this position is $152,000 - $190,000
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.
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 50% 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
Preferred Qualifications:
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
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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.
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