About this opportunity
Truist Inc lists this Senior Trust Advisor opportunity in memphis, Tennessee. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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nIf you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)
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nRegular or Temporary:
nRegular
nLanguage Fluency: English (Required)
nWork Shift:
n1st shift (United States of America)
nPlease review the following job description:
nProvide 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.
nESSENTIAL DUTIES AND RESPONSIBILITIES
nFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
nnnEngage 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.
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nnProactively 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.
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nnDemonstrated 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.
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nnUnderstand and provide interpretation as related to complex fiduciary documents and strategies
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nnConduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
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nnObtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
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nnAdhere 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
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nnIdentify and develop a book of business exclusive focus on relationships with AUM greater than $25MM threshold
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n nQUALIFICATIONS
nRequired Qualifications:
nThe requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
nnnFour Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
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nn10 + years of fiduciary experience, with a focus on business development and relationship management
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nnEffective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.
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nnProven analytical ability and detail orientation with ability to manage client and firm priorities
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nnStrong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.
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n nPreferred Qualifications:
nnnLL.M in Taxation, Masters of Taxation, CPWA, CIMA
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nnAdvanced degree or designations such as JD, MBA, or CFP
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nn15+ Years of fiduciary experience with a focus on business development and relationship management
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n nGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (
n. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
nTruist 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.
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Worksite address
memphis, TN, 37544, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.