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Posting Date :
1-17-2018
Primary Location :
Washington Area, DC US
Work Address :
1445 New York Avenue, NW
Job ID :
W448066
Schedule :
Full-time
:
Practice-Management-Consultant-Private-Wealth-Management
Job Description :
Job Description

Operates as an extension of Private Wealth Management (PWM) sales managers to implement sales and service best practices. Delivers 1:1 and group coaching on topics including:

 

       Leverage management reporting to target opportunities

       Focus on adoption of ADM, SummitView utilization, and adoption of Advisor Desktop toolset

       Advisor marketing and client acquisition strategies, including eComm, LinkedIn, client events, Leads

       Assist new teammates (ex. Financial Advisors) in PWM in organizing practice and leveraging SunTrust resources

       Assist managers and advisor teams in creating partnership efficiencies

       Drive compliance with Fiduciary Standard

       Coordinates with Insurance, AMC, Credit and other product teams

       Promotes IAG best thinking

       Coaches to optimal gearing ratios and services standards

 

Engages with Head of Business Development and team to develop metrics and reporting to support practice management coaching.

 

Will perform services for all sales channels of Private Wealth Management and may also engage Premier and Branch teammates/managers in select coaching opportunities.


Qualifications

Basic Requirements:

·         Bachelor’s Degree

·         3 years experience in wealth management sales or sales management

·         Series 7 and 65 license

·         Proven ability to influence sales teammates and managers to adopt best practices

·         Proven strong leadership/coaching experience

·         Compliance knowledge



 

Preferred Requirements:

·         Bachelor’s Degree in Finance or higher education

·         Knowledge of Advisor Desktop/SummitView tools

 

 



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 originTo review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf
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