Senior Trust Advisor

About the Role

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.

Responsibilities

• 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 deliver non‑investment and banking services, including financial planning guidance in estate planning, estate administration, charitable and philanthropic initiatives, risk solutions, and family governance.
• 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 for clients.
• Conduct client and prospect meetings, providing advice on trust and estate administration, discretionary actions, modifications or terminations, taxation, etc.
• Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete account‑administration tasks.
• Adhere to all internal policies and procedures of Truist Bank and Truist Wealth as directed by Risk Management and Governance teams.
• Work independently and escalate issues and concerns when necessary.
• Identify and develop a book of business focused on relationships with assets under management greater than $25 MM.

Qualifications

• 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, capable of delivering thought‑provoking insight.
• Proven analytical ability, detail orientation, and capacity to manage client and firm priorities.
• Strong computer skills, including Microsoft Office Suite and ability to learn proprietary bank platforms.
• Preferred: LL.M. in Taxation, Masters of Taxation, CPWA, CIMA, or designations such as JD, MBA, or CFP.
• Preferred: 15+ years of fiduciary experience with a focus on business development and relationship management.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment coverage.
• Tax‑preferred savings accounts and 401(k) plan.
• At least 10 days of vacation (prorated) and 10 sick days (prorated) during the first year, plus paid holidays.
• Potential eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation, depending on position and division.

Schedule

Regular position, 1st shift (United States). Language requirement: English (required).