Wealth Management Relationship Team Administrator

About the role

The Wealth Management Relationship Team Administrator (RTA) at Regions is responsible for leading the area's Wealth and Trust Assistants to ensure high-quality service to both internal partners and clients. This role involves providing leadership, coaching, and training to Wealth Relationship Specialists, managing assistant staff, and supporting advisors.

Responsibilities

• Provides leadership, coaching, and training to Wealth Relationship Specialists, serving as their dedicated subject matter expert on policies and procedures for business group systems and transactions
• Understands client needs and identifies opportunities to improve and resolve client service issues
• Coaches associates to identify expansion opportunities within existing relationships and/or identifies knowledge gaps
• Disseminates pertinent information to the Wealth Relationship Specialists, ensuring consistency
• Aids Relationship Specialists teams with resolving complex client issues
• Completes and processes administrative documents for the department (HR forms, CARS requests, ad hoc management reporting, other various reports)
• Maintains departmental compliance training
• Maintains risk and compliance on various client transaction activity
• Performs general management duties, in partnership with business leadership and Human Resources, exercising usual authority concerning staffing, performance evaluations, promotions, and terminations
• Facilitates new associate onboarding and training for Wealth Management associates
• Supports Wealth Management Leaders, as needed, with other administrative duties such as onboarding of new associates, complex reporting, and other duties as assigned
• Travels, as needed, to support the assigned area market

Requirements

• High School Diploma or GED
• Five (5) years of experience in a related field

Preferences

• College Degree or Technical School Certification

Skills and Competencies

• Ability to supervise and manage a team
• Work under pressure and meet deadlines
• Demonstrated leadership capabilities
• Excellent customer service skills
• Strong relationship-building capabilities
• Strong verbal, written communication, and organizational skills

Pay and Benefits

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. 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.

• Minimum Job Range: $61,588.45 USD
• Median: $82,780.00 USD

Other benefits include:

• 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

To learn more about Regions’ benefits, please visit this link.