Director of Advisor Recruiting, Truist Investment Services, New York, Atlanta, Charlotte at Truist Bank | North Carolina, US | Rezi

Director of Advisor Recruiting, Truist Investment Services, New York, Atlanta, Charlotte at Truist Bank

Director of Advisor Recruiting, Truist Investment Services, New York, Atlanta, Charlotte

Truist Bank · North Carolina, US

Today

Director of Advisor Recruiting, Truist Investment Services, New York, Atlanta, Charlotte

Truist Bank · North Carolina, US

4 hours ago
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About the Role

The Director of Advisor Recruiting leads the strategy, execution, and continuous improvement of Wealth and Financial Advisor recruiting across Truist Wealth. This role advances an enterprise approach to attracting, converting, and successfully launching advisors by partnering closely with senior wealth leadership, market leaders, recruiting teams, and business partners to strengthen recruiting effectiveness, improve pipeline quality, accelerate advisor productivity, and support early retention outcomes. The role combines strategic leadership, performance analytics, sales enablement, and operating discipline to deliver measurable advisor growth and success.

Responsibilities

  • Lead execution of the enterprise advisor recruiting strategy across markets, segments, and priority growth areas.
  • Establish consistent recruiting standards, operating routines, and accountability across the full recruiting lifecycle.
  • Partner with market, regional, recruiting, onboarding, and field leaders to strengthen pipeline quality, conversion, and recruiting discipline.
  • Partner with the Wealth Onboarding Manager to streamline the end-to-end advisor onboarding experience, from offer acceptance through early-stage productivity.
  • Design and implement repeatable onboarding workflows, milestones, and performance tracking routines to accelerate time to production and revenue contribution.
  • Monitor early performance indicators and proactively address risks to advisor success, productivity, and retention.
  • Develop executive-ready dashboards and reporting that provide an enterprise view of pipeline health, recruiting effectiveness, onboarding progress, productivity, and early retention trends.
  • Translate recruiting and onboarding analytics into actionable insights that inform leadership decisions, field execution, and continuous improvement.
  • Partner with technology and business teams to enhance platforms, tools, workflows, automation, and AI-enabled capabilities supporting recruiting and onboarding.
  • Develop recruiting messaging, advisor value proposition materials, playbooks, campaigns, and field enablement tools that support leader effectiveness and advisor growth.

Requirements

  • 10+ years of experience in wealth management, recruiting strategy, sales enablement, business execution, or related leadership roles.
  • 5+ years of leadership experience with demonstrated ability to drive enterprise initiatives.
  • Proven ability to lead cross-functional efforts and influence senior stakeholders across a complex organization.
  • Strong analytical and strategic thinking skills, with the ability to translate data into actionable outcomes.
  • Demonstrated success improving performance, driving adoption, and scaling business processes.
  • Excellent communication skills with ability to engage both executive leadership and field teams.
  • FINRA Series 7, 66 (or 63/65), and 24.

Skills

  • Wealth management
  • Recruiting strategy
  • Sales enablement
  • Business execution
  • Leadership
  • Cross-functional leadership
  • Stakeholder influence
  • Analytical thinking
  • Strategic thinking
  • Performance improvement
  • Process scaling
  • Communication
  • FINRA Series 7
  • FINRA Series 66
  • FINRA Series 63
  • FINRA Series 65
  • FINRA Series 24
  • Financial services
  • Advisor recruiting
  • Advisor onboarding
  • Integration
  • Transition
  • Practice acquisition
  • Recruiting operations
  • Performance analytics
  • Go-to-market execution
  • Technology integration
  • Automation
  • Workflow optimization
  • AI-enabled business processes
  • CRM systems
  • Salesforce
  • Data visualization
  • Reporting tools
  • Tableau
  • Power BI
  • Marketing content development
  • Field enablement content development
  • Stakeholder management
  • Change management
  • Continuous learning
  • Innovation

Location

  • United States of America

Work Type

  • Regular
  • 1st shift

Experience Level

  • 10+ years of experience
  • 5+ years of leadership experience

Salary/Compensations

  • $225,000 - $250,000
  • $107.00 - $119.00 per hour

Benefits

  • Medical
  • Dental
  • Vision
  • Life insurance
  • Disability
  • Accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • 10 days of vacation
  • 10 sick days
  • Paid holidays
  • Defined benefit pension plan
  • Restricted stock units
  • Deferred compensation plan

About the Company

  • 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.

Equal Opportunity

  • EEO is the Law
  • E-Verify
  • IER Right to Work