Responsible for the Private Wealth Management line of business within a geographic area comprising multiple regions. Ensures consistent and quick execution of STI 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. Series 24 required, Series 7 required, 66 required, insurance license(s) preferred. Responsible for ensuring that all business transactions and practices for assigned territory comply with all regulatory requirements and the SunTrust Code of Conduct.Qualifications
Responsible for the PWM line of business within an assigned territory with annual net income typically greater than $100 MM or a lower revenue territory with the highest level of complexity.
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