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

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Partner with Wealth leadership and advisors to advance Advisor Growth & Development initiatives across the full advisor lifecycle. This role combines strategic consulting, coaching, training, and leadership influence to support advisor recruiting, onboarding, development, engagement, retention, succession planning, and business growth. Design and develop a Practice Management set of strategies that can be implemented across Truist Wealth and advisor groups. This will position Truist Wealth with industry leading programs and help create consistency across the business. The role also leads, mentors, and develops Practice Management Analysts as part of a structured talent and succession pipeline. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Partner with Division, Region, and Field Leadership to develop and execute advisor growth, development, engagement, retention, recruiting, and succession strategies aligned with business objectives. 2. Serve as a trusted advisor to leadership, providing coaching and guidance on advisor talent management, onboarding, career development, performance enhancement, retention, and organizational priorities. 3. Design, implement, and support advisor development initiatives that strengthen advisor effectiveness, business growth, practice management, client experience delivery, and long-term business sustainability. 4. Lead advisor onboarding and transition efforts, ensuring successful integration, accelerated productivity, engagement, and support throughout key career milestones, including growth, succession, and retirement planning. 5. Champion the adoption and effective use of firm technologies, planning tools, sales enablement resources, collaboration platforms, social media, and client engagement solutions to enhance advisor productivity and client outcomes. 6. Analyze advisor performance, engagement, adoption, and development trends and recommend strategies, programs, and process improvements to drive growth, retention, and organizational effectiveness. 7. Partner with recruiting teams and business leaders to support advisor recruiting efforts, candidate engagement, talent acquisition strategies, and workforce planning objectives. 8. Develop, curate, and deliver learning programs and training solutions, including live and virtual sessions, workshops, leadership forums, and customized content tailored to advisor and market needs. 9. Collaborate across Operations, Talent Development, Recruiting, and Field Leadership to align strategic priorities, execute business initiatives, and support local, regional, and national programs and events. 10. Lead and develop Analyst talent through coaching, feedback, mentoring, and structured development opportunities while building a strong succession pipeline and fostering a culture of continuous learning and professional growth. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Minimum ten years of experience in Wealth Management 2. Bachelor Degree in Finance or Business 3. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7, Series 66, and Series 24 licenses. 4. Demonstrated presentation skills (public speaking and writing) 5. Proficiency in Wealth Management sales and coaching techniques and CRM platforms 6. Strong Proficiency in Microsoft Office 7. Strong Client Service and Consulting Skills 8. Strong communication, presentation, and influencing skills. 9. Proven ability to consult, coach, and lead through influence. 10. Deep understanding of advisor development, wealth management practices, client engagement strategies, and business growth principles. 11. Ability to translate strategy into actionable execution. 12. Strong planning, organizational, and relationship management skills. Preferred Qualifications: 1. Master’s Degree in Finance or Business This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work