Wealth Management Client Solutions Team Leader

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At Regions, the Wealth Management Client Solutions Team Leader provides advice, coaching and guidance to a team of associates who are responsible for advising and administering Wealth Management accounts, serving as a subject matter expert in a particular area or function. This role is focused on the execution of business unit strategic priorities and overseeing sound risk practices.

Leader may also carry a book of business and lead strategic projects.

Leads a team within Client Solutions consisting of one or more of the following: Relationship Consultants, Trust Administrators, Analysts, or Specialists, providing ongoing guidance Understands unique, complex trust agreements and appropriately manages accounts in compliance with Region’s capacity and legal and regulatory guidelines Completes and consults on the most complex transactions and serves as a subject matter expert to Wealth Management partners in the field Develops and maintains internal and external business relationships to enhance business unit goals and to build close partnerships Conducts annual Administrative and Compliance Reviews for an assigned book of accounts (for Private Wealth Management (PWM) and Institutional Services (IS) teams) Handles and/or oversees account annual tax coordination, fee set-up, disbursements, daily cash management, etc. (for PWM and IS teams) Assists team with responses to compliance and internal audit requests Serves as a backup to the team Supervisor as needed Ensures all accounts comply with applicable internal programs and procedures Coordinates administrative functions with attorneys, co-trustees, investment advisors, recordkeepers, and Certified Public Accountants Remains abreast with industry trends to ensure prudent administration and investment management Works closely with partners and team members to provide coaching, advice and training on systems, policies and procedures, regulatory requirements, and fiduciary areas of risk Completes & processes administrative documents for the department Exercises usual authority concerning staffing, performance evaluations, promotions, and terminations, in partnership with business leadership and Human Resources Facilitates new associate onboarding and training for team Ensures team performs duties in compliance with corporate Policies and Procedures and all applicable external regulations Monitors departmental compliance training Contributes to process improvement and oversees all areas of risk to the business and develops ways to mitigate risk Partners with the technology team to define business requirements and perform user acceptance testing for new Wealth Management technologies that enhance innovation May manage relationships with external clients, contra firms, and internal partners to coordinate client administration, account opening, closing