Director of Practice Management, Truist Investment Services, Charlotte, NC

Truist Financial
Charlotte, New York, Richmond, Atlanta
Workplace: OnsiteFull timeFunction: Executive & General ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Coaching","Leadership","Influencing","Presentation","Communication","Planning","Organizational","Relationship management"]

Lead advisor growth and development across the full advisor lifecycle by partnering with Wealth leadership and advisors to design and implement practice management strategies. You will coach and influence advisor talent management, onboarding, engagement, retention, and succession planning, while analyzing performance trends and improving programs. The role also champions firm technologies and learning initiatives, and mentors Practice Management Analysts to build a structured talent pipeline.

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Truist Financial
Truist Financial
4 days ago

Director of Practice Management, Truist Investment Services, Charlotte, NC

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Last checked: 2 days agoStatus: Live

Job Summary

Lead advisor growth and development across the full advisor lifecycle by partnering with Wealth leadership and advisors to design and implement practice management strategies. You will coach and influence advisor talent management, onboarding, engagement, retention, and succession planning, while analyzing performance trends and improving programs. The role also champions firm technologies and learning initiatives, and mentors Practice Management Analysts to build a structured talent pipeline.
Location: Charlotte, New York, Richmond, Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Partner with division, region, and field leadership to develop and execute advisor recruiting, onboarding, development, engagement, retention, and succession strategies.
  • •Serve as a trusted advisor to leadership by coaching and guiding advisor talent management, onboarding, career development, and performance enhancement.
  • •Design, implement, and support advisor development initiatives to strengthen advisor effectiveness, client experience delivery, and business sustainability.
  • •Lead advisor onboarding and transition efforts to ensure successful integration, accelerated productivity, and support across key career milestones.
  • •Analyze advisor performance and engagement trends and recommend strategies and process improvements; mentor and develop Practice Management Analysts.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysRetirement Pension

Key Requirements

  • •Minimum 10 years of experience in Wealth Management.
  • •Bachelor’s degree in Finance or Business.
  • •FINRA SIE, Series 7, Series 66, and Series 24 licenses.
  • •Demonstrated presentation skills (public speaking and writing).
  • •Proficiency in Wealth Management sales and coaching techniques, plus CRM platform proficiency and strong Microsoft Office skills.
Experience:10+ yearsWealth management
Education:Bachelor's in Finance or Business
Skills:CoachingLeadershipInfluencingPresentationCommunicationPlanningOrganizationalRelationship management
Licenses:FINRA SIEFINRA Series 7FINRA Series 66FINRA Series 24
Certifications:FINRA SIEFINRA Series 7FINRA Series 66FINRA Series 24
Languages:English
Tech Stack:Microsoft OfficeCRMCollaboration platformsSocial media

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn