Wealth Management Client Solutions Lead

Regions Financial Corporation; Hoover (AL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Job summary

Regions Financial Corporation in Hoover, Alabama seeks a Wealth Management Team Leader to coach a multi-disciplinary client solutions team handling trust accounts and PWM/Institutional Services. You will oversee complex transactions, ensure regulatory compliance, and drive strategic projects while managing key client relationships.

The role requires a strong background in wealth management, trust administration, and leadership with a focus on risk management and process improvement.

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 including Relationship Consultants, Trust Administrators, Analysts, or Specialists
• Manages complex trust accounts in compliance with legal and regulatory guidelines
• Executes complex transactions and serves as SME to Wealth Management partners
• Develops internal/external business relationships to support unit goals
• Conducts annual Administrative and Compliance Reviews for PWM/IS teams
• Oversees account tax coordination, fee setup, disbursements, and daily cash management
• Supports compliance/audit responses and acts as backup to team supervisor
• Ensures adherence to internal programs and external regulations
• Coordinates with attorneys, co-trustees, advisors, and CPAs
• Keeps abreast of industry trends and fiduciary risks
• Provides coaching and training on systems, policies, and regulatory requirements
• Assists management with strategy, planning, and project work

Skills

Excellent organizational skills

Excellent verbal and written comms

Microsoft Office Suite

Trust accounting systems

Analytical and problem-solving

Attention to detail

Relationship-building

Education

Bachelor’s degree

High School Diploma with 10 years of experience

Tools

Trust related systems

Job description

Regions Financial Corporation in Hoover, Alabama seeks a Wealth Management Team Leader to coach a multi-disciplinary client solutions team handling trust accounts and PWM/Institutional Services. You will oversee complex transactions, ensure regulatory compliance, and drive strategic projects while managing key client relationships.

The role requires a strong background in wealth management, trust administration, and leadership with a focus on risk management and process improvement.