Brokerage Regional Director

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: Executive & General ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Coaching","Relationship management","Problem-solving","Communication"]

Lead the performance of a multi-office Wealth Brokerage region by executing divisional and firm strategic priorities in coordination with the Divisional Director. Provide coaching, training, and operational and supervisory support while embedding a strong risk-management culture. Support advisors with integrated relationship management and client outreach, manage smooth client migrations with the Client Advisory Center, oversee risk dashboards and complaint escalations, and develop talent through hiring, evaluations, and retention strategies across the region.

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Truist Financial
Truist Financial
22 hours ago

Brokerage Regional Director

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Lead the performance of a multi-office Wealth Brokerage region by executing divisional and firm strategic priorities in coordination with the Divisional Director. Provide coaching, training, and operational and supervisory support while embedding a strong risk-management culture. Support advisors with integrated relationship management and client outreach, manage smooth client migrations with the Client Advisory Center, oversee risk dashboards and complaint escalations, and develop talent through hiring, evaluations, and retention strategies across the region.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Assist in the development and execution of the region’s strategic plan and help drive performance through partnerships with other leaders across Wealth.
  • •Support advisors with integrated relationship management, dispositioning referrals, and routine client outreach to improve connectivity and satisfaction.
  • •Build and maintain partnerships with Regional Support Managers, Compliance, HR, and Risk; embody company values and support community involvement.
  • •Ensure principal and supervision duties are completed, maintain risk dashboards, and respond to client complaints with coordinated escalations.
  • •Direct talent development activities including training, performance evaluations, promotions, transfers, hiring, disciplinary actions, terminations, and staffing levels as needed.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •Bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
  • •10 years of leadership experience coaching sales and relationship management in the Wealth Brokerage/Advisory industry.
  • •FINRA Series 7, 66 (or 63/65), and 24, plus applicable Life & Health insurance licenses.
  • •Strong understanding of financial planning and investment concepts.
  • •Successful track record of sales leadership, presentation, and relationship management in wealth brokerage.
Experience:10+ yearsWealth managementFinancial servicesWealth brokerage
Education:Bachelor's
Skills:LeadershipCoachingRelationship managementProblem-solvingCommunication
Licenses:FINRA Series 7FINRA Series 66FINRA Series 63/65FINRA Series 24Life & Health insurance licenses
Certifications:Certified Financial Planner (CFP)CIMA
Languages:English

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