Truist Financial

1 week ago

Senior Trust Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Provide fiduciary advice and thought leadership to high-net-worth clients as part of a client-facing wealth team. Partner with Wealth Advisors and Investment Managers to deliver trust and estate planning support, including estate administration, discretionary trust actions, taxation guidance, and family governance solutions. Manage client priorities, interpret complex fiduciary documents, and build a book of business focused on AUM relationships over $25MM.

Location: Memphis

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Engage with the Wealth Advisor and Investment Manager as a team to deliver advice and solutions aligned to client or prospect goals.
•Proactively deliver non-investment and banking aspects of client objectives, including estate planning and related risk solutions and family governance.
•Advise and support ultra-high net worth families with a range of financial and non-financial solutions to meet their goals.
•Interpret complex fiduciary documents and strategies, and provide guidance on trust and estate administration, discretionary actions, and taxation.
•Build and develop a book of business focused on relationships with AUM over $25MM while partnering with internal teams to complete account administration tasks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysPensionEquity

Key Requirements

•Four-year college degree in Accounting, Finance, Business Management, Trust Administration, or Law.
•10+ years of fiduciary experience focused on business development and relationship management.
•Effective verbal and written communication skills to convey insight on client issues and concerns.
•Proven analytical ability and strong attention to detail with the ability to manage client and firm priorities.
•Strong computer skills, including Microsoft Suite, and the ability to learn proprietary bank platforms and software.

Experience:10+ years

Education:Bachelor's in Accounting, Finance, Business Management, Trust Administration or Law

Skills:CommunicationAnalytical thinkingDetail orientationRelationship managementPriority management

Certifications:LL.M in TaxationMasters of TaxationCPWACIMAJDMBACFP

Languages:English

Tech Stack:Microsoft Suite

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Truist Financial

1 week ago

Senior Trust Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: Memphis

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Engage with the Wealth Advisor and Investment Manager as a team to deliver advice and solutions aligned to client or prospect goals.
•Proactively deliver non-investment and banking aspects of client objectives, including estate planning and related risk solutions and family governance.
•Advise and support ultra-high net worth families with a range of financial and non-financial solutions to meet their goals.
•Interpret complex fiduciary documents and strategies, and provide guidance on trust and estate administration, discretionary actions, and taxation.
•Build and develop a book of business focused on relationships with AUM over $25MM while partnering with internal teams to complete account administration tasks.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysPensionEquity

Key Requirements

•Four-year college degree in Accounting, Finance, Business Management, Trust Administration, or Law.
•10+ years of fiduciary experience focused on business development and relationship management.
•Effective verbal and written communication skills to convey insight on client issues and concerns.
•Proven analytical ability and strong attention to detail with the ability to manage client and firm priorities.
•Strong computer skills, including Microsoft Suite, and the ability to learn proprietary bank platforms and software.

Experience:10+ years

Education:Bachelor's in Accounting, Finance, Business Management, Trust Administration or Law

Skills:CommunicationAnalytical thinkingDetail orientationRelationship managementPriority management

Certifications:LL.M in TaxationMasters of TaxationCPWACIMAJDMBACFP

Languages:English

Tech Stack:Microsoft Suite

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn