Senior Trust Advisor

Job Overview

Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participate as part of the broader client‑facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.

• Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions that meet client or prospect goals and objectives, utilizing other specialists where appropriate.
• Proactively engage with clients to deliver all non‑investment and banking aspects to meet client objectives, including financial planning guidance in estate planning, estate administration, charitable giving, philanthropy, risk solutions, and family governance solutions.
• Advise ultra‑high net worth families on a wide variety of financial and non‑financial solutions to meet their goals.
• Interpret complex fiduciary documents and strategies.
• Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
• Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
• Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth, as determined by Risk Management and Governance teams; work independently and escalates issues and concerns when necessary.
• Identify and develop a book of business exclusive focus on relationships with AUM greater than $25MM threshold.

Required Qualifications

• A four‑year college degree in Accounting, Finance, Business Management, Trust Administration or Law.
• 10+ years of fiduciary experience, with a focus on business development and relationship management.
• Effective verbal and written communication skills, able to convey thoughtful insight regarding client issues and concerns.
• Proven analytical ability and detail orientation with ability to manage client and firm priorities.
• Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.

Work Shift:

1st shift (United States of America).

Language Fluency:
English (Required).

Preferred Qualifications

• LL.M in Taxation, Master(s) of Taxation, CPWA, CIMA.
• Advanced degree or designations such as JD, MBA, or CFP.
• 15+ years of fiduciary experience with a focus on business development and relationship management.

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan.
• Minimum 10 days of vacation (prorated based on hire date and full‑time or part‑time status) and 10 sick days (prorated).
• Paid holidays.
• Potential eligibility for Truist’s defined benefit pension plan, restricted stock units, and/or deferred compensation plan (subject to division).

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E-Verify IER Right to Work.