SunTrust Banks Legal Producing Managing Director in Washington, District Of Columbia
Req ID: W453070
Responsible for managing a team that delivers a full range of financial services to affluent/emerging affluent, wealthy and high-end wealthy clients (Legal Specialty). Leads a team of varied disciplines and expertise including fiduciary, credit and investment management. Directs and coordinates all sales and client management efforts. Ensures that optimal sales and service levels are maintained. This includes meeting sales, revenue, expense and retention goals and maintaining credit quality and compliance standards as set forth by the company. Effectively identifies client needs and coordinates with team specialists for client presentations through networking and developing teamwork amongst staff within and outside of LOB. Requires Life and Variable, Series 7, and 66 licenses within 6 months of hire. May also require a series 24. Will maintain his/her own portfolio of clients with appropriate sales and production goals.
Executes corporate strategic initiatives and priorities related to Wealth Management.
Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.
Is registered and maintains active, SunTrust sponsored registration in the Nationwide Mortgage Licensing System and Registry (NMLSR) and has been assigned a unique identifier number in compliance with the federal S.A.F.E. Act requirements.
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
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/eeocselfprintposter.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA_508c.pdf
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