• Wealth Regional Supervisor…

    Truist (Charlotte, NC)
    …States of America) **Please review the following job description:** The Central Supervisor will work closely with Truist Private Financial Advisors, CSAs, ... Regional Operations Managers and Complex Managers. The individual will be a member of a team which functions as the designee of the Principal Manager and performs… more
    Truist (08/08/25)
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  • Wealth Regional Supervisor…

    Truist (Charlotte, NC)
    …systems to ensure compliance with firm policies related to advisory account management. Focus on meeting all regulatory requirements pertaining to oversight. ... and procedures to ensure compliance with regulation. + conduct ongoing advisory account reviews related to regulatory items. + Serve as primary escalation point… more
    Truist (07/08/25)
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