Advice & Planning Strategic Consultant III

JOB SUMMARY Summarize in one or two sentences the major purpose and responsibility of the job. This section provides a high-level description of why the job exists. (Use imperatives, i.e. use "Manage" instead of "Manages")

Formulate a viable Advice & Planning strategy and support Truist by increasing the capability, the confidence, and the capacity of teammates to deliver advice to clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, quality, executional excellence, consistency, and relevance over time. Facilitate a learning organization that consistently advances the next iteration of strategy and execution around advice & planning.

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. List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.

1. Lead and coordinate strategy and execute initiatives according to the priorities of the Advice & Planning Group.
2. Provide thought leadership and innovation related to advice delivery and resources through creation and editing.
3. Coach Wealth leaders and teammates to integrate the relationship advisory process and tools that enable the process including the Elements of Wealth.
4. Coordinate and execute business operation and process excellence, to include business planning, business continuity, and operations manuals.
5. Scale advice and planning process to create self-sufficiency with tools and free up capacity for Advisors to maximize impact with clients.
6. Lead the design of and manage metrics and reporting related to advice and planning. Interpret outcomes and extrapolate those to determine appropriate changes in strategy.
7. Support the advice & planning business through consistent oversight, high quality and effective management of business processes.
8. Collaborate with business leaders and partners across Truist Financial Corporation.
9. Maintain efficient use and high proficiency of all necessary systems, applications, tools, software, etc.
10. Adhere to financial planning process and protocols. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations.

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
2. Expert and innovative with written, oral, and presentation communication skills
3. Ability to coach Wealth leaders and teammates in one on one and group settings
4. Ability to work as a lead team member in a matrix environment, particularly related to project and process expectations
5. Able to define and lead the execution of business objectives and adapt quickly as priorities shift due to changes in business priorities
6. Experienced in PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications
7. Well organized and flexible; able to adapt to change and influence broader team, as well as determine and focus on top priorities in a fast-paced environment with multiple priorities

Preferred Qualifications:

1. At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study
2. Ability to analyze trends and needs of the organization and clients and synthesize that with our strategy. Ability to design and rollout a process that's scalable and interpret learnings to suggest enhancements for the future
3. 5 or more years of experience in the planning or advisory business, strategy, execution, coaching, org development, and/or content development