Director of Advisor Recruiting, Truist Investment Services, New York, Atlanta, Charlotte

Truist Financial
Charlotte, New York, Atlanta
Workplace: OnsiteFull timeUSD 225,000 - 250,000 annuallyFunction: People, HR & TalentExperience: 10+ yearsSkills: ["Strategic thinking","Analytical skills","Communication","Stakeholder management","Cross-functional collaboration"]

Lead the enterprise strategy and execution for Wealth and Financial Advisor recruiting across Truist Wealth. Partner with senior wealth leadership, market and recruiting teams to improve pipeline quality, conversion, advisor onboarding, productivity, and early retention outcomes. Establish recruiting standards and operating routines, design onboarding workflows and performance tracking, and build executive dashboards. Translate recruiting/onboarding analytics into actionable insights while enhancing platforms, tools, automation, and AI-enabled capabilities.

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Truist Financial
Truist Financial
1 week ago

Director of Advisor Recruiting, Truist Investment Services, New York, Atlanta, Charlotte

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Job Summary

Lead the enterprise strategy and execution for Wealth and Financial Advisor recruiting across Truist Wealth. Partner with senior wealth leadership, market and recruiting teams to improve pipeline quality, conversion, advisor onboarding, productivity, and early retention outcomes. Establish recruiting standards and operating routines, design onboarding workflows and performance tracking, and build executive dashboards. Translate recruiting/onboarding analytics into actionable insights while enhancing platforms, tools, automation, and AI-enabled capabilities.
Location: Charlotte, New York, Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: People, HR & Talent
Seniority: Director level

Key Responsibilities

  • •Lead execution of the enterprise advisor recruiting strategy across markets, segments, and priority growth areas
  • •Establish consistent recruiting standards, operating routines, and accountability across the recruiting lifecycle
  • •Partner with market, regional, recruiting, onboarding, and field leaders to strengthen pipeline quality, conversion, and recruiting discipline
  • •Streamline end-to-end advisor onboarding with repeatable workflows, milestones, and performance tracking to accelerate time to production
  • •Develop executive-ready dashboards and reporting, translate analytics into actionable insights, and partner with technology/business teams to enhance recruiting and onboarding platforms, tools, workflows, automation, and AI-enabled capabilities

Pay and Benefits

Salary: USD 225,000 - 250,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •10+ years of experience in wealth management, recruiting strategy, sales enablement, business execution, or related leadership roles
  • •5+ years of leadership experience driving enterprise initiatives
  • •Proven ability to lead cross-functional efforts and influence senior stakeholders across a complex organization
  • •Strong analytical and strategic thinking skills to translate data into actionable outcomes
  • •FINRA Series 7, 66 (or 63/65), and 24
Experience:10+ yearsWealth managementFinancial services
Skills:Strategic thinkingAnalytical skillsCommunicationStakeholder managementCross-functional collaboration
Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65FINRA Series 24
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65FINRA Series 24
Languages:English
Tech Stack:SalesforceTableauPower BI

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