Wealth Management Relationship Team Administrator - Wealth Operations

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.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

At Regions, the Wealth Management Relationship Team Administrator (RTA) - Safe Act 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

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

Preferences

• College Degree or Technical School Certification

Additional Preferences

• Paralegal, Trust Operations, Investment Operations, Wealth Management Operations and Support leadership/supervisory experience are strongly preferred.
• Previous experience managing a geographically dispersed team of at least 11 people is strongly preferred.

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

Position Type

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.

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:

Median:

Incentive Pay Plans:

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 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

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 click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Equal Opportunity Employer/including 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.