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Open nowPosted today

Premier Performance Leader

Truist1,392 open roles

Where
Charlotte NC
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Your applicationOpen nowPremier Performance LeaderTruist · Charlotte NC

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The clock on this job

Early applications get read.

14.0% of postings close within 7 days. Measured by our own scanner across the market. Truist postings stay open a median of 20 days.

Share of postings closed within
  1. 2.3%1 day
  2. 4.7%3 days
  3. 14.0%7 days
  4. 22.5%14 days
  5. 38.3%30 days
  6. 59.0%60 days
This job: posted today

Truist median: 20 days open

The posting

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Premier Performance Leader designs, leads and certifies the Premier onboarding journey for new Premier Advisors entering through the Premier Advisor Advancement Journey (PAAJ), Path to Premier (PTP) and traditional hiring. The role owns each teammate’s journey plan for the first 6–8 weeks in role, leads PACE preparation and reinforcement, and owns PACE Discovery certification.

This role certifies readiness against the proficiency gate, confirming adherence to sales practices, compliance and operational standards before transitioning each teammate to the Performance Execution Leader. The Premier Performance Leader partners with Regional and Team Directors, Licensing, Learning, Compliance, Delivery Partners and Execution, and reports onboarding and certification outcomes to senior leadership. This is an individual contributor role with no direct reports.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Onboarding journey: Design, develop and implement the Premier onboarding journey to accelerate readiness and time to productivity across the Premier Advisor Advancement Journey (PAAJ), Path to Premier (PTP) and traditional hires. Own each teammate’s journey plan for the first 6–8 weeks in role.

2. PACE leadership: Lead PACE in partnership with the learning partners who facilitate, including pre-PACE preparation and post-PACE reinforcement to close skill gaps before certification.

3. Discovery certification: Own PACE Discovery certification, including recommendations. Conduct certification observations and lead remediation and re-certification.

4. Proficiency gate: Certify teammate readiness against the proficiency gate, confirming adherence to sales practices, compliance and operational standards, and transition each teammate to the Performance Execution Leader.

5. Regional and Team Director partnership: Provide ongoing communication and feedback to Regional Directors and Team Directors on teammate progress, strengths, development areas and certification results as teammates navigate the onboarding journey.

6. Content coordination: Coordinate sales and systems onboarding content with Performance Execution and enablement partners, following Legal, Risk and Compliance (LRC) guidelines.

7. Analysis and reporting: Analyze onboarding and certification results to identify readiness trends, risks and opportunities; report time to readiness and certification outcomes to senior leadership.

8. Liaison and escalation: Act as liaison with Licensing, Learning, Compliance, Delivery Partners and Execution; raise and follow up on issues; may act on behalf of the Director.

9. Cohort management: Manage multiple concurrent cohorts and onboarding windows, anticipating capacity conflicts and resolving roadblocks.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree or an equivalent combination of education and work experience

2. 10+ years of experience in financial services in advisor development, onboarding, sales enablement, coaching or training, supporting licensed advisors who serve mass affluent clients

3. A minimum of Securities Industry Essentials (SIE), FINRA Series 7 and Series 66 (63 and 65 in lieu of 66) must be active and maintained, or must be obtained within [100-150] days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date.

4. Demonstrated experience observing, assessing and certifying advisor discovery and sales conversations, and leading remediation and re-certification

5. Strong understanding of sales practices, compliance and operational standards as they apply to licensed advisors

6. Excellent coaching, facilitation, meeting management and presentation skills, virtually and in person, to large groups

7. Demonstrated ability to manage multiple concurrent programs, timelines and priorities, anticipating conflicts and resolving roadblocks

8. Experience analyzing readiness, certification or performance data and presenting findings and recommendations to senior leadership

9. Ability to influence and partner across Licensing, Learning, Compliance, Delivery Partners, Execution and field leadership

10. Self-motivated; excels in a minimally managed, high-profile position

Preferred Qualifications:

1. Advanced degree in Business, Finance, Management, Organizational Leadership or related field

2. CFP certification or comparable advanced course of study (ChFC, CFA, CPA, MSFS)

3. Prior experience as a Premier Advisor or in Premier field leadership

4. Experience with PACE or a comparable consultative sales and discovery methodology

5. Experience with Tableau, PowerPoint, Excel and other presentation and data tools

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 our Benefits site. 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.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

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