The Regional Managing Director manages Wealth Management's product and service delivery in an assigned region, including direct responsibility for all client servicing activities and oversight of investment decisions pertaining to client accounts.
Responsible for contributing to the teams growth and profitability with extensive focus on new client acquisition, developing referral sources and deepening of existing relationships through client cross sell activities.
Manages most complex client relationships. Applies extensive industry/market/product/client knowledge to drive revenue production and business growth. Expert ability to advise clients on Investment opportunities. Plays a key role in developing strategy and objectives for designated business area.
In this role, the selected candidate will develop treatment modalities consistent with OMH and grant-funded regulations to ensure evidence-based, culturally competent, trauma-informed mental health disorder treatment of highest possible quality.
Develop and enhance key solutions that align with industry trends and leverage the capabilities and experience of the organization; develop short-and long-term vision and strategic plans for Service Line that aligns with business unit and corporate goals.
Responsible for managing a desk, sector, or deal team. Skillfully develops and maintains effective internal working relationships across CIB and SunTrust Bank. May represent the Bank in fiscal, legal, regulatory and/or trade entities. Applies highly developed risk management skills and sets the standard for risk management practices for assigned team; coaches team, and holds team accountable.
Provide all operational control for new building with expenses exceeding $250K and above annually, including maintaining insurance, managing vendor contracts, maintaining compliance with all building codes and legal issues, and collaborating with neighbors on community issues.