Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
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Job Description:At Regions, the Wealth Management Client Solutions Supervisor is responsible for leading a team of consultants focused on client administration and acquisition of a small group of Personal and Institutional Trust and Retirement Plan accounts.
Primary Responsibilities
Utilizes a high level of trust industry expertise to lead a team of consultants
Consults on the most complex client relationships and develops customized solutions based upon subject matter expertise
Develops and maintains client relationships
Partners with technology to define business requirements and perform user acceptance testing for new Wealth Management technologies that enhance innovation
Contributes to process improvement and risk management strategies
Ensures team is performing duties in compliance with Corporate Policies and Procedures and all applicable external regulations
Serves as a subject matter expert to Wealth Management partners in the field, specializing in Estates, Retirement, Endowments & Foundations, Custody, Asset Management or Funeral Trust services
Provides advice, coaching, and guidance to team members
Performs general supervisory duties, including performance evaluations, promotions, and terminations
Leads and manages special projects as needed
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
Bachelor’s degree and seven (7) years of Trust or closely related experience
High School Diploma and eleven (11) years of Trust or closely related experience
Preferences
Master’s in Business Administration (MBA)
Juris Doctor (JD)
Experience in Custody industry, ERISA, Trust Administration and Institutional/Retirement Services Administration, and Investments
Professional designations and/or certifications
Previous supervisory or management experience
Skills and Competencies
Excellent verbal, written communication, and organizational skills
Proficiency in Microsoft Office suite and Corporate Trust related systems
Strong analytical and problem-solving skills
Strong attention to detail
Strong presentation and sales skills
This position supervises the Institutional Client Solutions team, which manages Institutional Trust, Corporate Trust Paying Agent, Statutory Trust, Retirement Services, and Endowment & Foundations.
Position Type
Full timeCompensation 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.
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.
Job Range Target:
Minimum:
$82,726.40 USDMedian:
$112,120.00 USDIncentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive 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.
Paid Vacation/Sick Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease 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 click or copy the link below to your browser.
https://www.regions.com/welcometour/benefits.rf
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.