Job Description: :
Responsible for the Medical Private Wealth Management line of business within a geographic area comprising multiple regions (Kentucky, Texas and Tennessee). Ensures consistent and quick execution of our LOB strategy within the assigned territory. Leads sales and service efforts within the line of business. Provides input to Group LOB Manager and Private Wealth Management executives on local business issues and opportunities. Collaborates with Regional President to ensure successful execution of LOB strategies within the region. Reports to the Private Wealth Management Group LOB Manager. Responsible for ensuring that all business transactions and practices for assigned territory comply with all regulatory requirements and our Company Code of Conduct. Responsible for the PWM line of business within an assigned territory with annual net income typically up to $100 MM or a lower revenue territory with more complexity. Responsible for the management of a larger number of advisors (10+) as well as territories including dual markets with extensive travel. Series 7, 66, 24 and insurance licenses must be obtained.
5 years experience managing successful sales and client delivery teams and personal track record of successful selling of investment and/or credit products, along with a full range of personal financial services to affluent client groups
Undergraduate degree in business administration, accounting, or finance
Superb sales management, networking and interpersonal skills; effective team leader and team player
In-depth knowledge of one or more of the following areas: investments, credit, banking services, fiduciary and estate planning
Demonstrates ability to drive a strong sales and service culture through active leadership and management including goal setting, coaching, motivation, recognition, consequence management, and performance monitoring
Demonstrates a solid understanding of personal financial planning and the inter-relationship of the specific disciplines (i.e. investment planning, insurance planning; retirement planning, income tax planning; and estate planning)
Excellent oral, written and presentation skills
Strong working knowledge of regulatory and compliance requirements
CFP or similar designation
Word, Excel and Power Point skills
Series 24, Series 7, Series 66
Securities Industry Essentials (SIE) Exam required when applicable, insurance license(s) preferred.
All licenses must be obtained within 6 months
Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.
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