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Director Of Truist Wealth Center For Family Legacy
Des Moines, IA Director of Truist Wealth Center for Family Legacy - Salary Information, Job Title, and Experience Information The Director of Truist Wealth Center for Family Legacy is a key role within **MEMBERS ONLY**SIGN UP NOW***, available in two locations. This position falls under the Wealth, Brokerage, and Premier Banking category, with the job ID R0085373 and a posting date of 03/04/2024. The primary responsibility of this role is to work closely with the Head of GenSpring Family Office Services, Managing Directors, Directors, and Specialists to develop family wealth programs and provide tools and resources for their role. The focus of the Center for Family Legacy is on Ultra High Net Worth and High Net Worth individuals, with a multi-generational approach to growing all forms of family capital. This includes financial, human, and intellectual capital. The Director of Truist Wealth Center for Family Legacy will also work with advisors, relationship managers, and the Strategic Client Group to acquire new family clients and deepen relationships with existing ones. This is a regular, full-time position with a requirement of fluency in English. The work shift is first shift, and the Director will need to have the ability to travel up to 30% of the time for internal projects and client meetings. Essential Duties and Responsibilities: - Meet with the Center for Family Legacy clients on a periodic basis - Attend prospect meetings - Perform research and develop tools and processes for 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 Salary Information: The annual base salary for this position ranges from $152,000 to $190,000. Required Qualifications: - Broad experience in qualitative and quantitative aspects of family wealth - Trained and experienced facilitator - Knowledge of curriculum and instructional design - Process consultation and change management experience - Familiarity with Ultra High Net Worth and High Net Worth Market Place - Strong interpersonal and communication skills - Excellent leadership and management skills - Executive coaching, mentoring, and/or consulting experience a plus - Strong rapport with advisors and clients of all demographics - Bachelor's Degree in education or curriculum design - 5 or more 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 Preferred Qualifications: - Advanced degree in business, education, and/or curriculum design - Professional designations/degrees such as CFP, ChFC, CAM, AEP, CWM, CTEP, JD, MBA, and/or CPA preferred but not required - Competency in behavioral science, family counseling, family therapy, family business, and/or psychology a plus - Technical expertise in areas such as law, tax, finance, accounting, and/or behavioral science a plus General Description of Available Benefits: **MEMBERS ONLY**SIGN UP NOW*** offers a comprehensive benefits package to all regular full-time employees working 20 hours or more per week. This may include medical, dental, and vision insurance, life insurance, disability, accidental death and dismemberment coverage, tax-preferred savings accounts, and a 401k plan. Employees also receive at least 10 days of vacation and 10 sick days (prorated based on date of hire and full-time/part-time status) during their first year of employment, as well as paid holidays. Eligibility for specific benefits may vary depending on the division of Truist offering the position. Additionally, depending on the position and division, employees may be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As the hiring process progresses, candidates will receive more information about the specific benefits available for the position they are applying for. In conclusion, the Director of Truist Wealth Center for Family Legacy is a highly valued position within **MEMBERS ONLY**SIGN UP NOW***, with a strong focus on family wealth and multi-generational growth. With a competitive salary and comprehensive benefits package, this role offers a rewarding career opportunity for those with the required qualifications and experience. |
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