Advice & Planning Strategy Lead

Truist; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Vacation 10 days

Sick days 10

Job summary

Truist is seeking a strategic advisor to formulate and implement the Advice & Planning strategy, enhancing execution, quality, and relevance for clients. The role focuses on integrating the Advice & Planning model with measurable impact and continuous learning across the organization.

The candidate will lead cross-functional initiatives, develop scalable processes, and drive reporting and metrics to optimize outcomes for Advisors and clients alike.

Qualifications

• Requires Bachelor's Degree and strong communication skills.
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Responsibilities

• Lead and coordinate strategy and execute initiatives per Advice & Planning Group priorities.
• Provide thought leadership and innovation related to advice delivery and resources.
• Coach Wealth leaders to integrate relationship advisory processes and tools.

Skills

Communication

Public speaking

Coaching

Project management

Strategic thinking

PowerPoint

Excel

Adobe Acrobat

Word

Organization

Education

Bachelor's Degree

JD/LLM/MS in Taxation/MSFS/ChFC/CFP/CPA/CFA or equivalent

Tools

PowerPoint

Excel

Adobe Acrobat

Word

Job description

Truist is seeking a strategic advisor to formulate and implement the Advice & Planning strategy, enhancing execution, quality, and relevance for clients. The role focuses on integrating the Advice & Planning model with measurable impact and continuous learning across the organization.

The candidate will lead cross-functional initiatives, develop scalable processes, and drive reporting and metrics to optimize outcomes for Advisors and clients alike.