Trust Advisor II

Provide fiduciary advice and thought leadership to high net worth clients, partnering with Wealth Advisors and Investment Managers as part of the broader client-facing wealth team. Deliver guidance across estate planning, estate administration, charitable/philanthropic giving, risk solutions, and trust/state administration. Conduct client and prospect meetings, interpret complex fiduciary documents, and coordinate account administration with internal teams while building a business focused on the $10M–$25M threshold.