Director of Truist Wealth Center for Family Legacy

5-5 yrs required

Part-time

No

Director of Truist Wealth Center for Family Legacy - Wealth and Family Office Services

Experience:
- 5+ years working with high net worth families and/or family businesses
- 2-5 years advising or consulting with wealthy families on non-financial wealth issues
- Experience developing education or professional programs
- Trained and experienced facilitator in qualitative and quantitative aspects of family wealth
- Familiarity with Ultra High Net Worth and High Net Worth Market Place
- Competency in behavioral science, family counseling, family therapy, family business, and/or psychology (not required, but a plus)
- Technical expertise in areas such as law, tax, finance, accounting, and/or behavioral science (not required, but a plus)
- Strong interpersonal and communication skills
- Excellent leadership and management skills
- Executive coaching, mentoring, and/or consulting experience (a plus)
- Ability to travel up to 30% of the time for internal projects and client meetings

Job Title:
- Director of Truist Wealth Center for Family Legacy
- Wealth and Family Office Services

Salary:
- Annual base salary of $152,000 - $190,000

Location:
- Available in 2 locations

Category:
- Wealth, Brokerage and Premier Banking

Job ID:
- R0085373

Posted Date:
- 03/28/2024

Language Fluency:
- English (Required)

Work Shift:
- 1st shift (United States of America)

Regular or Temporary:
- Regular

Responsibilities:
- Meet with Center for Family Legacy clients on a periodic basis
- Attend prospect meetings
- Perform research and devise tools and processes supporting their specific offering
- Generate new content and revise existing content
- Contribute to the delivery of collaborative community events
- Support the Specialists
- Work alongside the Center for Family Legacy team and Advisors to deliver programs to client families

Qualifications:
- Bachelor's Degree, education, and/or curriculum design
- Advanced degree in business, education, and/or curriculum design (preferred)
- One of the following professional designations/degrees (preferred):
- CFP, ChFC, CAM, AEP, CWM, CTEP, JD, MBA, and/or CPA
- Broad experience in qualitative and quantitative aspects of family wealth
- Strong rapport with advisors and clients of all demographics
- Knowledge of curriculum and instructional design, process consultation, and change management
- Competency in behavioral science, family counseling, family therapy, family business, and/or psychology (not required, but a plus)
- Technical expertise in areas such as law, tax, finance, accounting, and/or behavioral science (not required, but a plus)

Benefits:
- Eligible for medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan
- Eligible for no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during first year of employment
- Eligible for 10 sick days (prorated)
- Eligible for paid holidays
- May also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan (depending on position and division)

Company:
- Truist Financial Corporation

H1 Heading:
- Director of Truist Wealth Center for Family Legacy - Wealth and Family Office Services

H2 Headings:
- Essential Duties and Responsibilities
- Qualifications
- Benefits

Not specified

Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, 401k, vacation, sick days, paid holidays, potential for pension plan, restricted stock units, and/or deferred compensation plan.

English (Required)

Qualitative and quantitative aspects of family wealth, facilitation, curriculum and instructional design, change management, interpersonal communication, leadership, executive coaching, consulting, travel

Bachelor's Degree, advanced degree in business, education, or curriculum design preferred.

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Qualification and Experience Bachelor's Degree, advanced degree preferred

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