Wealth Management Relationship Team Administrator - Safe Act

Wealth Management Relationship Team Administrator

At Regions, the Wealth Management Relationship Team Administrator (RTA) will lead the area's Wealth and Trust Assistants to ensure quality service to both internal partners and clients. The RTA will have direct management responsibility for assistant staff and may also directly support members of the advisor team.

Primary Responsibilities :

• Provides leadership, coaching and training to support specialist, 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 assistant team, ensuring consistency across the Wealth Management function
• Assists Relationship 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)
• Monitors departmental compliance training
• Monitors risk and compliance on various client transaction activity
• May perform 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

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

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https : / / fedregistry.nationwidelicensingsystem.org for more information.

Requirements :

Preferences :

This position is a part of Regions' Private Wealth Management team.

Full time

Compensation Details :

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.

Job Range Target : Minimum : $63,833.39 USD Median : $85,806.00 USD Incentive Pay Plans : This job may participate in an annual discretionary bonus plan.

Benefits Information :

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please visit https : / / www.regions.com / welcometour / benefits.rf .

Location Details

Location : Dallas, Texas

Equal Opportunity Employer / including Disabled / Veterans