Truist Financial

Director of Advisor Recruiting, Truist Investment Services, New York, Atlanta, Charlotte

Truist Financial$225K — $250K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in wealth management, recruiting strategy, or related leadership roles
  • 5+ years of leadership experience driving enterprise initiatives
  • Proven ability to influence senior stakeholders in complex organizations
  • Strong analytical and strategic thinking skills
  • demonstrated success in improving performance and scaling processes
  • Excellent communication skills for engaging leadership and field teams
  • FINRA Series 7, 66 (or 63/65), and 24

Responsibilities

  • Lead execution of the advisor recruiting strategy across various markets
  • Establish consistent recruiting standards and accountability
  • Partner with leaders to enhance pipeline quality and recruiting discipline
  • Streamline the advisor onboarding experience with the Wealth Onboarding Manager
  • Design onboarding workflows and performance tracking routines
  • Monitor early performance indicators and address advisor productivity risks
  • Develop dashboards for analyzing pipeline health and recruiting effectiveness

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and disability coverage
  • Tax-preferred savings accounts and a 401k plan
  • At least 10 days of vacation and 10 sick days annually
  • Paid holidays and potential eligibility for pension and stock options
Full Job Description
The Director of Advisor Recruiting leads the strategy, execution, and continuous improvement of Wealth and Financial Advisor recruiting across Truist Wealth. This role advances an enterprise approach to attracting, converting, and successfully launching advisors. The Director partners closely with senior wealth leadership, market leaders, recruiting teams, and business partners to strengthen recruiting effectiveness, improve pipeline quality, accelerate advisor productivity, and support early retention outcomes. The role combines strategic leadership, performance analytics, sales enablement, and operating discipline to deliver measurable advisor growth and success. ESSENTIAL DUTIES AND RESPONSIBILITIES The following summarizes the essential functions of this role. Other duties, both major and minor, may be assigned and may change from time to time based on business needs. 1. Lead execution of the enterprise advisor recruiting strategy across markets, segments, and priority growth areas. 2. Establish consistent recruiting standards, operating routines, and accountability across the full recruiting lifecycle. 3. Partner with market, regional, recruiting, onboarding, and field leaders to strengthen pipeline quality, conversion, and recruiting discipline. 4. Partner with the Wealth Onboarding Manager to streamline the end-to-end advisor onboarding experience, from offer acceptance through early-stage productivity. 5. Design and implement repeatable onboarding workflows, milestones, and performance tracking routines to accelerate time to production and revenue contribution. 6. Monitor early performance indicators and proactively address risks to advisor success, productivity, and retention. 7. Develop executive-ready dashboards and reporting that provide an enterprise view of pipeline health, recruiting effectiveness, onboarding progress, productivity, and early retention trends. 8. Translate recruiting and onboarding analytics into actionable insights that inform leadership decisions, field execution, and continuous improvement. 9. Partner with technology and business teams to enhance platforms, tools, workflows, automation, and AI-enabled capabilities supporting recruiting and onboarding. 10. Develop recruiting messaging, advisor value proposition materials, playbooks, campaigns, and field enablement tools that support leader effectiveness and advisor growth. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. 10+ years of experience in wealth management, recruiting strategy, sales enablement, business execution, or related leadership roles 2. 5+ years of leadership experience with demonstrated ability to drive enterprise initiatives 3. Proven ability to lead cross-functional efforts and influence senior stakeholders across a complex organization 4. Strong analytical and strategic thinking skills, with the ability to translate data into actionable outcomes 5. Demonstrated success improving performance, driving adoption, and scaling business processes 6. Excellent communication skills with ability to engage both executive leadership and field teams 7. FINRA Series 7, 66 (or 63/65), and 24 Preferred Qualifications: 1. Experience in wealth management, financial services, or advisor recruiting. 2. Experience supporting or partnering with advisor onboarding, integration, transition, or practice acquisition teams. 3. Experience in sales enablement, business strategy, recruiting operations, performance analytics, or go-to-market execution. 4. Background in technology integration, automation, workflow optimization, or AI-enabled business processes. 5. Experience working with CRM systems, such as Salesforce, and data visualization/reporting tools, such as Tableau or Power BI. 6. Experience developing recruiting, onboarding, marketing, or field enablement content. 7. Strong stakeholder management and cross-functional partnership skills. 8. Ability to operate comfortably across strategy, analytics, execution, and change management. 9. Interest in continuous learning, innovation, and improving how teams operate. The annual base salary for this position is $225,000- $250,000. The starting hourly wage for this position is $107.00 - $119.00. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

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Market Cap
$56.6 billion
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