• Wealth Senior Support Specialist

    Truist (Atlanta, GA)
    …Rd, Atlanta, GA. Provides client and advisor support to a team of Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio ... of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division… more
    Truist (08/10/24)
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  • Director of Wealth Client Experience…

    Truist (Atlanta, GA)
    …experiences for Truist Wealth client segments (Signature, Reserve, GenSpring) and Specialty wealth programs (Medical, Legal, International Wealth , Sports ... + Lead a team to create and deploy the Advisor Marketing Toolkit for Truist Wealth . This...deploy the Advisor Marketing Toolkit for Truist Wealth . This includes digital solutions supporting social media, client-facing… more
    Truist (07/30/24)
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  • Wealth Sales & Service Consultant

    Truist (Atlanta, GA)
    …located at 3333 Peachtree Rd,Atlanta, GA. Provides support to a team of Wealth Advisors, managing a portfolio of high net-worth clients. Closely works with assigned ... team consisting of Wealth Support Specialists, Wealth Advisors, Trust Advisors,... solution center as needed to ensure client and advisor requests are fulfilled in a timely manner 5.… more
    Truist (08/10/24)
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  • Wealth Credit Portfolio Manager

    Truist (Atlanta, GA)
    …commercial credit exposure for the most complex and largest credit relationships for the Wealth Medical Specialty and Legal Specialty groups. Oversees sound ... most complex deals and largest credit relationships for Medical and Legal Specialty clients, in partnership with cross-functional partners such as internal legal… more
    Truist (09/26/24)
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