Conversion of Wealth Management has a colossal disaster - Anonymous employee Truist Employee Review

3.0
Mar 12, 2021
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Regional and local management is great Good benefits Good pay

Cons

Top management sucks Top management has no appreciation for who brings on revenue Conversion of wealth management has been a colossal failure Systems have actually gotten worse

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5.0
Jul 15, 2026
Recommend
CEO approval
Business Outlook

Pros

Opportunity to build long-term relationships with physicians and medical professionals to make a meaningful impact by helping them achieve financial security and life goals. Ability to develop expertise in a niche market, creating strong professional differentiation.

Cons

Expect high-performance pressure to meet revenue, asset growth, and client acquisition goals. Long sales cycle, as developing trust with physicians and converting prospects into clients can take months or years. Developing strong relationships requires effective networking, prospecting, and event attendance beyond traditional work hours.

2.0
Jul 15, 2026
Recommend
CEO approval
Business Outlook

Pros

Pay and good people (whatever is left). Nice amentities.

Cons

Things started going downhill in 2023. New senior leader took over our department and created the most hostile environment I have ever experienced which was motivated unchecked by leaders above them. Too many good leaders left and what is left are the most incompetent and toxic leadership you will ever see. There is a reason the bank isn't doing so good and it's reputation at this point is unsalavageable. Another merger won't save Truist and offshoring jobs to India is an attempt to milk the company until the well runs dry and executives abandon ship with steep payouts.

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