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Job description
Posting Description
nAbout the Company:
nWealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.
nWith over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
nFor more information, visit Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
nReports To: MD, President, Wealthspire Trust
nLocation: Nashville, TN or Remote
nPosition Overview
nThe Sr. Trust Advisor is responsible for the oversight and administration of the firm’s trust solutions where Wealthspire Trust serves as fiduciary. This role manages associated operational activities, supports new business development initiatives, and ensures effective communication of policies and procedures to Advisors. Additionally, the Senior Trust Advisor plays a key role in advancing, scaling, and fostering collaboration within this specialized business model across Wealthspire.
nKey Responsibilities:
nTrust and Estate Administration
nnnOversee the onboarding of trust accounts, including comprehensive review and interpretation of trust documents.
n
nnManage ongoing trust administration, including monitoring contributions, distributions, and withdrawals, and ensuring accurate tax coding.
n
nnEnsure timely execution of required distributions, including income, annuity, unitrust, interest, and other fixed payments.
n
nnCoordinate tax-related activities, including facilitating tax payments and partnering with trust accountants and third-party tax preparers.
n
nnMonitor and collect fiduciary fees in accordance with applicable agreements.
n
nnConduct relationship meetings with Wealthspire Advisors, co-trustees, and clients to support effective trust administration and client service.
n
nnLead annual trust administration and regulatory reviews (Reg 9), including:
n
nnOverseeing the preparation and distribution of annual beneficiary statements and trust accountings
n
nnCoordinating annual trust reviews, including investment and portfolio discussions with Advisors and co-fiduciaries
n
nnPreparing and delivering Crummey notices for annual exclusion gifts
n
nnEnsure trust activities remain in compliance with the Investment Policy Statement (IPS).
n
nnApply specialized knowledge in the administration of Special Needs Trusts, guardianships, and conservatorships.
n
nnDemonstrate expertise in directed trust administration; familiarity with New Hampshire trust requirements preferred.
n
nnSupport Advisors with estate administration upon client death, including asset funding and final distribution processes.
n
nnContribute to special projects and initiatives, particularly related to new trust and estate business opportunities in partnership with Wealthspire Advisors and Family Office Solutions.
n
n nTraining and Internal Support
nnnEducate Advisors, Client Service Associates, and Client Administration Associates on trust onboarding, administration processes, and ongoing trustee responsibilities.
n
nnDeliver internal training and communications to ensure consistent understanding and adherence to Wealthspire Trust policies and procedures.
n
n nQualifications:
nnnBachelor’s degree required; advanced degree or relevant certifications preferred.
n
nn10+ years of experience in trust administration or a related role.
n
nnDemonstrated commitment to delivering exceptional service to clients and internal partners, with experience supporting high-net-worth individuals and families.
n
nnRecognized subject matter expertise in trust and estate solutions, with the ability to effectively promote and articulate offerings.
n
nnStrong organizational skills with exceptional attention to detail and the ability to independently manage multiple, long-term priorities.
n
nnProven ability to work collaboratively in a team environment, with flexibility and a willingness to support and drive change.
n
nnProficiency in Microsoft Office and other business systems; experience with CRM platforms preferred.
n
nnExcellent written and verbal communication skills, with the ability to interact effectively across all levels of the organization.
n
n nWhat we offer:
nWealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.
nThe base salary range for this position is $114,800 - 155,300 . The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
nWealthspire and You... Better Together!
nWealthspire is an inclusive Equal Employment Opportunity employer.
n#Wealthspire
n.
n nAbout the Company:
nWealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.
nWith over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
nFor more information, visit Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
nReports To: MD, President, Wealthspire Trust
nLocation: Nashville, TN or Remote
nPosition Overview
nThe Sr. Trust Advisor is responsible for the oversight and administration of the firm’s trust solutions where Wealthspire Trust serves as fiduciary. This role manages associated operational activities, supports new business development initiatives, and ensures effective communication of policies and procedures to Advisors. Additionally, the Senior Trust Advisor plays a key role in advancing, scaling, and fostering collaboration within this specialized business model across Wealthspire.
nKey Responsibilities:
nTrust and Estate Administration
nnnOversee the onboarding of trust accounts, including comprehensive review and interpretation of trust documents.
n
nnManage ongoing trust administration, including monitoring contributions, distributions, and withdrawals, and ensuring accurate tax coding.
n
nnEnsure timely execution of required distributions, including income, annuity, unitrust, interest, and other fixed payments.
n
nnCoordinate tax-related activities, including facilitating tax payments and partnering with trust accountants and third-party tax preparers.
n
nnMonitor and collect fiduciary fees in accordance with applicable agreements.
n
nnConduct relationship meetings with Wealthspire Advisors, co-trustees, and clients to support effective trust administration and client service.
n
nnLead annual trust administration and regulatory reviews (Reg 9), including:
n
nnOverseeing the preparation and distribution of annual beneficiary statements and trust accountings
n
nnCoordinating annual trust reviews, including investment and portfolio discussions with Advisors and co-fiduciaries
n
nnPreparing and delivering Crummey notices for annual exclusion gifts
n
nnEnsure trust activities remain in compliance with the Investment Policy Statement (IPS).
n
nnApply specialized knowledge in the administration of Special Needs Trusts, guardianships, and conservatorships.
n
nnDemonstrate expertise in directed trust administration; familiarity with New Hampshire trust requirements preferred.
n
nnSupport Advisors with estate administration upon client death, including asset funding and final distribution processes.
n
nnContribute to special projects and initiatives, particularly related to new trust and estate business opportunities in partnership with Wealthspire Advisors and Family Office Solutions.
n
n nTraining and Internal Support
nnnEducate Advisors, Client Service Associates, and Client Administration Associates on trust onboarding, administration processes, and ongoing trustee responsibilities.
n
nnDeliver internal training and communications to ensure consistent understanding and adherence to Wealthspire Trust policies and procedures.
n
n nQualifications:
nnnBachelor’s degree required; advanced degree or relevant certifications preferred.
n
nn10+ years of experience in trust administration or a related role.
n
nnDemonstrated commitment to delivering exceptional service to clients and internal partners, with experience supporting high-net-worth individuals and families.
n
nnRecognized subject matter expertise in trust and estate solutions, with the ability to effectively promote and articulate offerings.
n
nnStrong organizational skills with exceptional attention to detail and the ability to independently manage multiple, long-term priorities.
n
nnProven ability to work collaboratively in a team environment, with flexibility and a willingness to support and drive change.
n
nnProficiency in Microsoft Office and other business systems; experience with CRM platforms preferred.
n
nnExcellent written and verbal communication skills, with the ability to interact effectively across all levels of the organization.
n
n nWhat we offer:
nWealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.
nThe base salary range for this position is $114,800 - 155,300 . The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
nWealthspire and You... Better Together!
nWealthspire is an inclusive Equal Employment Opportunity employer.
n#Wealthspire
n.
Worksite address
franklin, TN, 37068, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.