Job Description

Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates 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 which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions. Demonstrated ability to advise and deliver ultra-high net worth families on a wide variety of both financial and non-financial solutions to meet their goals. Understand and provide interpretation as related to 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 from time to time by our Risk Management and Governance teams. Works 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 include 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 communication skills, proven analytical ability and detail orientation, and strong computer skills. Preferred qualifications include LL.M in Taxation, Masters of Taxation, CPWA, CIMA, advanced degrees or designations such as JD, MBA, or CFP, and 15+ years of fiduciary experience with a focus on business development and relationship management.

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