Truist Wealth FIRM Team Director in Raleigh, North Carolina
Req ID: R0043823
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
The FIRM Team Director reports to the FIRM Group Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight, Compliance and Client (or Client Team) Delivery commitments for their respective segment(s). The FIRM Team Director is accountable for the performance of all teammates (FIRM Trust Advisors and/or Fiduciary Client Specialists) in their respective segment(s) or markets. At the direction of the FIRM Group Director, the FIRM Team Director is responsible for assigned projects and other activities which benefit the overall line of business or FIRM team.
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.
Responsible for the successful delivery of various Trust Administration and client (direct client and client team) activities in accordance with the terms of governing instruments, Policies, Procedures and applicable state laws. Responsible for the coaching, development, oversight and performance of assigned FIRM Trust Advisors and Fiduciary Client Specialists. Responsible for day to day coordination of Risk, Compliance and other Oversight activities in collaboration with FIRM Group Director, Risk, Legal, Compliance and other partners Responsible for the successful ongoing execution of assigned management routines Responsible for the successful execution of projects for the Fiduciary line of business Responsible for addressing any client or teammate escalations, and tasked with escalating further to the FIRM Group Director if needed.
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.
College Degree with a preferred emphasis on Business or Finance, or equivalent experience/education.Significant experience (over 10 years) in Trust Administration , Fiduciary oversight and new business activities for Personal TrustFamiliarity and experience with State and other applicable laws governing the administration of Personal Trust AccountsLeadership qualities and ability to successfully meet competing deadlines and commitmentsProven ability to communicate with partners and peers
CTFA or similar designation Advance degree (JD, MBA, etc) Prior direct Trust Administration experience with a book of personal trust accounts Proficiency with various computer and systems applications used to lead the business Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters
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.
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