Director of Practice Management, Truist Investment Services, Charlotte, NC

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Partner with Wealth leadership and advisors to advance Advisor Growth & Development initiatives across the full advisor lifecycle. This role combines strategic consulting, coaching, training, and leadership influence to support advisor recruiting, onboarding, development, engagement, retention, succession planning, and business growth. Design and develop a Practice Management set of strategies that can be implemented across Truist Wealth and advisor groups. This will position Truist Wealth with industry leading programs and help create consistency across the business. The role also leads, mentors, and develops Practice Management Analysts as part of a structured talent and succession pipeline. 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.   1.    Partner with Division, Region, and Field Leadership to develop and execute advisor growth, development, engagement, retention, recruiting, and succession strategies aligned with business objectives. 2.    Serve as a trusted advisor to leadership, providing coaching and guidance on advisor talent management, onboarding, career development, performance enhancement, retention, and organizational priorities. 3.    Design, implement, and support advisor development initiatives that strengthen advisor effectiveness, business growth, practice management, client experience delivery, and long-term business sustainability. 4.    Lead advisor onboarding and transition efforts, ensuring successful integration, accelerated productivity, engagement, and support throughout key career milestones, including growth, succession, and retirement planning. 5.    Champion the adoption and effective use of firm technologies, planning tools, sales enablement resources, collaboration platforms, social media, and client engagement solutions to enhance advisor productivity and client outcomes. 6.    Analyze advisor performance, engagement, adoption, and development trends and recommend strategies, programs, and process improvements to drive growth, retention, and organizational effectiveness. 7.    Partner with recruiting teams and business leaders to support advisor recruiting efforts, candidate engagement, talent acquisition strategies, and workforce planning objectives. 8.    Develop, curate, and deliver learning programs and training solutions, including live and virtual sessions, workshops, leadership forums, and customized content tailored to advisor and market needs. 9.    Collaborate across Operations, Talent Development, Recruiting, and Field Leadership to align strategic priorities, execute business initiatives, and support local, regional, and national programs and events. 10.  Lead and develop Analyst talent through coaching, feedback, mentoring, and structured development opportunities while building a strong succession pipeline and fostering a culture of continuous learning and professional growth.

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations