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REGIONS
Hoover, AL | Full Time
$63k-94k (estimate)
3 Weeks Ago
Wealth Management Client Solutions Supervisor
REGIONS Hoover, AL
$63k-94k (estimate)
Full Time | Banking 3 Weeks Ago
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REGIONS is Hiring a Wealth Management Client Solutions Supervisor Near Hoover, AL

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Wealth Management Client Solutions Supervisor is responsible for leading a team of consultants focused on client administration and acquisition of a small group of Personal and Institutional Trust and Retirement Plan accounts.
Primary Responsibilities
Utilizes a high level of trust industry expertise to lead a team of consultants
Consults on the most complex client relationships and develops customized solutions based upon subject matter expertise
Develops and maintains client relationships
Partners with technology to define business requirements and perform user acceptance testing for new Wealth Management technologies that enhance innovation
Contributes to process improvement and risk management strategies
Ensures team is performing duties in compliance with Corporate Policies and Procedures and all applicable external regulations
Serves as a subject matter expert to Wealth Management partners in the field, specializing in Estates, Retirement, Endowments & Foundations, Custody, Asset Management or Funeral Trust services
Provides advice, coaching, and guidance to team members
Performs general supervisory duties, including performance evaluations, promotions, and terminations
Leads and manages special projects as needed
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
Bachelor’s degree and seven (7) years of Trust or closely related experience
Preferences
Master’s in Business Administration (MBA)
Juris Doctor (JD)
Experience in Custody industry, ERISA, Trust Administration and Institutional/Retirement Services Administration, and Investments
Professional designations and/or certifications
Previous supervisory or management experience
Skills and Competencies
Excellent verbal, written communication, and organizational skills
Proficiency in Microsoft Office suite and Corporate Trust related systems
Strong analytical and problem-solving skills
Strong attention to detail
Strong presentation and sales skills
This position leads Regions’ Client Solutions Account Transition Support team.
Position Type Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $82,726.40 USD
Median: $112,120.00 USD
Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/welcometour/benefits.rf
Location Details Riverchase Complex North Building
Location: Hoover, Alabama
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$63k-94k (estimate)

POST DATE

05/25/2024

EXPIRATION DATE

06/04/2024

WEBSITE

unionplanters.com

HEADQUARTERS

Oxford, MS

SIZE

<25

INDUSTRY

Banking

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