Qureos Mentor

Truist

<div>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)<h3 class="jobSectionHeader">
Please review the following job description:</h3>
This role is responsible for defining the strategy for financial planning in alignment with Truist&rsquo;s goals. This includes identification of the financial planning needs for Wealth and Premier and aligning resources to effectively execute those objectives. Responsible for ensuring technology choices align with this strategy and will collaborate with digital teams to ensure that delivery of solutions that enable successful outcomes. Will also lead a team of Financial Planning Consultants in the coordination, development, delivery and implementation of financial planning training and support to advisors.
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. Develop the strategy for financial planning including is the meaningful definition of a &ldquo;plan&rdquo; based on client segment or complexity, delivery channel or other variables. 
2. Selection of technology and platform to execute on the strategy &ndash; determine if current applications are meeting our needs, delivering as promised and integrated for optimal performance. Establish roadmap to remediate any deficiencies or gaps. Execute in collaboration with client-facing, Digital and Platform teams 
3. Enable advisor-led planning to include: development and delivery of training curriculum, serving as an inbound resource to support client-facing teammates (FAs, FCs, WAs, PBs) regarding planning questions and how-to on functionality 
4. Lead a team of Financial Planning Strategic Consultants 
5. Establish personal and team goals and ensure they are achieved 
6. Hire, manage, coach and retain top talent 
7. Establish annual objectives. Coach the team toward the achievement of those objectives. Fairly and justly rate performance using the performance review process and feedback; rewarding results through praise, recognition, compensation and promotions. 
8. Close collaboration with Financial Advisor, Wealth Advisor and Premier Banking to ensure alignment on planning strategy and support for advisor-led planning 
9. Collaborate with Wealth Strategist team to ensure Wealth Strategist and Financial Planning teams are aligned to each other and with overall Wealth strategy. Ensure alignment of the continuum of client experience and teammate enablement across client segments and technology toolset 
10. Collaboration with Digital and Platform teams to ensure delivery of target client and teammate experiences; Digital and Platform teams are on point for execution 
11. Content creation - partner with Wealth Strategist and National Sales Content teams to ensure effective development and delivery of planning thought leadership. Maximize synergies with IAG content team, sharing of best practices and process improvement with Compliance, Nat&rsquo;l Sales Content and Marketing groups 
12. Business reporting and analytics to track progress toward planning goals and business impact. 
13. Execute with appropriate controls, compliance and risk mitigation
Qualifications:
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. Knowledgeable in financial planning, related planning platforms, and industry trends. 
2. Adept at developing and leading conceptual strategies, delivering implementation solutions, while still providing &quot;hands on&quot; implementation support. 
3. Ability to influence across constituents with differing priorities, adept at managing ambiguity and conflicting priorities 
4. Able to lead and inspire a team to successful outcomes; may be called on to be a player/coach 
5. College degree 
6. Expert communication, facilitation and presentation skills. 
7. 8-15 years of leadership experience in financial planning, practice management, coaching, product or similar wealth management experience 
8. Exceptional leadership and interpersonal skills, including excellent professional presence, effective at building relationships with colleagues across multiple business lines, coaching and development, and team members to ensure success of business initiatives. 
9. Ability to function as member of a team and comfortably interact with Fortune 100 managers and executives 
10. Ability to adapt to multiple and changing priorities, multi-tasking
Preferred Qualifications: 
1. Specialist level knowledge of financial planning, practice management, consultative selling, and performance coaching techniques and their application in retirement, investment and personal financial planning. 
2. Uses a consultative approach to customer's business needs, is able to develop and present appropriate recommendations and consistently provides solutions for performance issues and goals. 
3. Strong applicable business knowledge and experience, both strategic and tactical 
4. Assist management in the evaluation of program effectiveness. 
5. Ability to work independently and proactively with quantitative and qualitative problem solving skills 
6. Specialist level knowledge of change management, adult learning theories and facilitation techniques. 
7. Client service techniques and sales concepts sufficient to inspire more sales of appropriate products. 
8. Proficiency with MS Word, Excel, and PowerPoint. 
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&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;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</div>

Head of Financial Planning

<div>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)<div>
Please review the following job description:</div>
JOB SUMMARY 
 
Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long term strategic planning and overall training of the team.
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. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 
2. Develop and execute a cohesive branding strategy to maximize client retention and increase new business. 
3. Create all external marketing collateral. 
4. Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity. 
5. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 
6. Plan and execute all team events, including functions co-branded with internal partners such as Wealth and Insurance. 
7. Oversee the use of contact management tools to track all business and prospecting activities.
QUALIFICATIONS
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. Bachelor's degree or equivalent education, training and work-related experience
2. Demonstrated ability to effectively manage people and projects
3. A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)
4. Strong writing and presentation skills
5. Significant experience planning client and prospect events
6. Ability to effectively present information to top management, public groups, and/or boards of directors
7. Demonstrated proficiency in basic computer applications such as Microsoft Office products
Preferred Qualifications:
1. FINRA Series 7, 66 (or 63/65) and Life &amp; Health Insurance licenses
2. Sound working knowledge of holistic banking/investment platforms, products, services, operations, and systems
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&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;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</div>

Brokerage Business Development Officer

<div>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)<div>
Please review the following job description:</div>
Truist Audit Manager is responsible for providing a leadership role in the delivery of high-risk, complex and value-added independent and objective risk-based internal audit assurance and advisory services. The Audit Manager will be responsible for executing the review of Audit Engagements and Issue Validation Reviews.
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. Serve as Engagement Manager of high risk and more complex audit engagements by planning, scoping and developing the test plan, including incorporating the use of data analytics. Effectively allocate resources and individuals in accordance with skills and schedules, to complete assignments within budget. 
2. Set clear quality expectations based on Truist Audit Services standards and analyze/review process documentation to evaluate effectiveness and efficiency. 
3. Develop meaningful, relevant, and well-supported audit reports that align with Truist's risk appetite framework and present these reports to key department stakeholders. 
4. Identify substantive and material issues that go beyond paperwork shortcomings. Ability to look beyond the obvious; finds solutions, not just problems. 
5. Provide coaching and guidance in development of junior team members by taking an active role in training and mentoring. 
6. Demonstrate effective challenge by providing deep subject matter knowledge industry related knowledge to support business partnership efforts. 
7. Manage timely and quality delivery of multiple tasks, including audits, projects and special assignments. Provide advisory services, as necessary, in the implementation of new systems, processes and changes to existing systems, standards and procedures. 
8. Ability to work independently while exercising judgement in risk-based assessments difficult or complex nature.
QUALIFICATIONS 
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. Bachelor&rsquo;s degree in accounting, business or related field or equivalent education and related training or experience. 
2. Six to eight years of banking, auditing or other relevant experience related to area of responsibility. 
3. Strong knowledge, ability and expertise in audit and other areas of banking and financial services. 
4. Strong understanding of risk management and process concepts. 
5. Strong analytical, facilitation, and interpersonal skills. 
6. Demonstrated ability to grasp and communicate the underlying concepts in complex information. 
7. Demonstrated ability to identify and communicate root causes of problems. 
8. Demonstrated ability to formulate and communicate solutions based on a synthesis of information. 
9. Strong written, verbal and negotiating skills. 
10. Demonstrated strong proficiency in computer applications and proven experience with tools such as Microsoft Office software products. 
11. Strong project management and advisory skills.
Preferred Qualifications:
1. Advanced degree (Masters, PhD).
2. Subject matter experience in areas within financial services such as Model Risk, Credit Risk, Capital Markets &amp; Investment Banking, Wealth Management, and Enterprise Technology (Data Management and Cyber) 
3. Possess additional professional certification (e.g. Certified Public Accountant (CPA), Certified Information Systems Audit (CISA), or Certified Internal Auditor (CIA)). 
4. Possess knowledge of Truist Audit Services audit software and business specific software.
5. Knowledge of IT infrastructure, including servers, databases, and networking systems
6. General auditing skills and knowledge of Audit Methodology
7. Broad understanding of finance and accounting concepts and the banking and financial services industry
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&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;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</div>

Audit Manager – Quality Assurance & Improvement Program

Join Truist and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Truist

ABOUT_COMPANY

Head of Financial Planning

Brokerage Business Development Officer

Audit Manager – Quality Assurance & Improvement Program