Wealth Management Client Solutions Lead

Regions Bank; Birmingham (AL); On-site; USD 67,000 - 82,000; Full time

Benefits offered by this job

Paid vacation/sick time

401K with company match

Medical, dental & vision benefits

Disability benefits

Health Savings Account

Flexible Spending Account

Life insurance

Parental leave

Employee assistance program

Volunteer program

Job summary

Regions Bank seeks a Wealth Management Team Leader to coach a group of associates managing Wealth Management accounts. The role focuses on executing strategic priorities, overseeing risk practices, and potentially leading a book of business.

You will guide a team of relationship consultants, trust administrators, analysts, or specialists and collaborate with wealth advisors. Responsibilities include ensuring compliance, building partnerships, and driving process improvements while coordinating

Qualifications

• Bachelor’s degree and six (6) years of business administration, operations, banking, wealth management, communications, risk management, or related experience
• OR High School Diploma and ten (10) years of business administration, operations, banking, wealth management, communications, risk management, or related experience

Responsibilities

• Leads a team within Client Solutions consisting of one or more roles and provides ongoing guidance
• Manages complex trust accounts in compliance with legal and regulatory guidelines
• Executes and consults on complex transactions as a subject matter expert to Wealth Management partners
• Builds internal and external relationships to advance business goals and partnerships
• Conducts annual Administrative and Compliance Reviews for PWM and IS teams
• Oversees account tax coordination, fee setup, disbursements, and daily cash management

Skills

Organizational skills

Verbal & written communication

MS Office proficiency

Trust-related systems

Analytical problem-solving

Relationship-building

Education

Bachelor's degree + 6 years

High School Diploma + 10 years

Tools

Trust related systems

Job description

Regions Bank seeks a Wealth Management Team Leader to coach a group of associates managing Wealth Management accounts. The role focuses on executing strategic priorities, overseeing risk practices, and potentially leading a book of business.

You will guide a team of relationship consultants, trust administrators, analysts, or specialists and collaborate with wealth advisors. Responsibilities include ensuring compliance, building partnerships, and driving process improvements while coordinating