UHNW Wealth Strategy Lead
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Truist Wealth is seeking a senior wealth planning specialist to manage UHNW financial and estate plans, working with Wealth Advisors to craft tailored strategies for multi-generational families with assets of $25MM and up. You will analyze complex documents, source internal and COI resources, and present recommendations to enhance client retention and revenue.
The role requires deep technical planning knowledge across tax, estate, and wealth transfer, with strong presentation skills and the
This role, UHNW Wealth Strategy Lead at Truist, could be your next opportunity.
The position is based in Baltimore, MD, United States.
This opportunity is part of our work in Legal, Management & Operations.
The advertised compensation is 190..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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