Strategic Advice & Planning Consultant III

Truist; Atlanta (GA); Vor Ort; USD 110.000 - 150.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision insurance

401k plan

Paid vacation and sick days

Zusammenfassung

Truist in Atlanta, GA is seeking a strategic Advisor & Planning leader responsible for formulating viable strategies and supporting the organization to deliver high-impact advice to clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, executional excellence, consistency, and relevance.

You will drive a learning organization that advances the next iteration of strategy and execution around advice & planning, with emphasis on coaching, metrics, and

Qualifikationen

• Bachelor's degree required.
• Excellent written, oral, and presentation communication.
• Ability to coach Wealth leaders and teammates one-on-one and in group settings.
• Ability to lead in a matrix environment with project and process expectations.
• Able to define and lead the execution of business objectives and adapt quickly to changing priorities.
• Experienced in PowerPoint, Excel, Adobe Acrobat, Word.
• Well organized and flexible; able to adapt to change and focus on top priorities in a fast-paced environment.

Aufgaben

• Lead and coordinate strategy and execute initiatives according to the priorities of the Advice & Planning Group.
• Provide thought leadership and innovation related to advice delivery and resources through creation and editing.
• Coach Wealth leaders and teammates to integrate the relationship advisory process and tools that enable the process including the Elements of Wealth.
• Coordinate and execute business operation and process excellence, to include business planning, business continuity, and operations manuals.
• Scale advice and planning process to create self-sufficiency with tools and free up capacity for Advisors to maximize impact with clients.
• Lead the design of and manage metrics and reporting related to advice and planning. Interpret outcomes and extrapolate those to determine appropriate changes in strategy.
• Support the advice & planning business through consistent oversight, high quality and effective management of business processes.
• Collaborate with business leaders and partners across Truist Financial Corporation.
• Maintain efficient use and high proficiency of all necessary systems, applications, tools, software, etc.
• Adhere to financial planning process and protocols. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations.

Kenntnisse

Strong communication

Coaching

Leadership in matrix environment

Adaptability

Well organized

Ausbildung

Bachelor's Degree

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

Tools

PowerPoint

Excel

Adobe Acrobat

Word

Jobbeschreibung

Truist in Atlanta, GA is seeking a strategic Advisor & Planning leader responsible for formulating viable strategies and supporting the organization to deliver high-impact advice to clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, executional excellence, consistency, and relevance.

You will drive a learning organization that advances the next iteration of strategy and execution around advice & planning, with emphasis on coaching, metrics, and