Talent.com
SunTrust Investment Services, Inc.
Senior Trust AdvisorSunTrust Investment Services, Inc. • Memphis, TN, United States
Senior Trust Advisor

Senior Trust Advisor

SunTrust Investment Services, Inc. • Memphis, TN, United States
1 day ago
Job type
  • Full-time
Job description

Job Title

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.

Essential Duties and Responsibilities:

  • 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 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.

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 communication skills both verbal and written, being able to convey thought provoking 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.
  • Preferred Qualifications:
    • LL.M in Taxation, Masters 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

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.

Create a job alert for this search

Senior Trust Advisor • Memphis, TN, United States

Similar jobs

Work-From-Home Product Advisor - $45 per hour

Great LionSenatobia, Mississippi
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Direct Support Professional

Arcadia Home Care and StaffingMillington, TN, United States
Full-time

Addus Direct Support Professional.Take advantage of this unique opportunity to learn the fundamentals of quality home care and deliver life-changing service to your clients.As an Addus Direct Suppo... Show more

 • Promoted

Wealth Advisor

Simmons BankMemphis, TN, United States
Full-time

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.The Wealth Advisor analyzes and interprets cli... Show more

 • Promoted

HR Support Specialist - Time Administrator

ABB Holdings IncSenatobia, MS, United States
Full-time

At ABB, we help industries run leaner and cleanerand every person here makes that happen.You'll be empowered to lead, supported to grow, and proud of the impact we create together.Join us and help ... Show more

 • Promoted

Financial Advisor

Adams Keegan, Inc.Memphis, TN, United States
Full-time

Financial Advisor Memphis, TN.A nationally recognized, Memphis-based RIA with over $2.Financial Advisor to join its growing team.This is a rare opportunity to become part of one of the most respec... Show more

 • Promoted

Credit Manager

BestWay Rent To OwnSenatobia, MS, United States
Full-time

At Bestway our Credit Managers play a pivotal role in our vision to enhance the customers rent to own experience.We expect our Credit Managers to be customer centric individuals that help our custo... Show more

 • Promoted

Clinical Director (Home Health)

OptumHernando, MS, United States
Full-time

Explore opportunities with Home Choice Health Services, a part of LHC Group, a leading post-acute care partner for hospitals, physicians and families nationwide.As members of the Optum family of bu... Show more

 • Promoted

Work From Home - Online Product Support - $45 per hour

GL1Senatobia, Mississippi
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Senior Trust Advisor

SunTrust Investment Services, Inc.Memphis, TN, United States
Full-time

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 relation... Show more

 • Promoted

Financial Advisor - Memphis

Thrivent Financial for LutheransMemphis, TN, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

 • Promoted

HR Support Specialist - Time Administrator

ABBSenatobia, MS, United States
Full-time

ABB Time Administrator Position.At ABB, we help industries run leaner and cleanerand every person here makes that happen.You'll be empowered to lead, supported to grow, and proud of the impact we c... Show more

 • Promoted

Project Manager-Special Projects

Nabholz CorporationHernando, MS, United States
Full-time

Nabholz Construction Project Manager.Originally founded as a small construction company in 1949, Nabholz is now a team of more than 1,700 industry leading professionals working together to serve ou... Show more

 • Promoted

Certified Residential Appraiser Opportunities

Impact Valuation Group, LLCMemphis, TN, US
Full-time

W-2 Staff Appraiser or Independent Membership Appraiser.Impact Valuation Group (IVG) is expanding nationwide and currently has more qualified appraisal orders than our teams can fulfill.Certified R... Show more

Business Development / Sales Professional - Remote

Horizon SearchSenatobia, MS, United States
Remote
Full-time

Business Development / Sales Professional - Remotej-11564Regular / Full-TimeExperience in SAAS, medical, clinical, psychological assessment, or healthcare salesSales Cycle :Full-cycle sales, huntin... Show more

 • Promoted

Remote Product Tester

OCPAHernando, Mississippi, US
$18.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home in the UK to fulfill upcoming contracts with local and international companies.We guarantee 15-25 hours per week with an hourly pay of between £18/hr.Th... Show more

 • Promoted

Restorative Aide

TopazMillington, TN, United States
Full-time

Join Millington Healthcare, a Skilled Nursing Facility Financial Services Office, in Millington, TN and make a difference in people's lives!.We are seeking a compassionate and skilled Restorative A... Show more

 • Promoted

Physical Therapist Assistant, PT24

Campbell Clinic PCMillington, TN, United States
Part-time

Note: This is a part-time position, working 24 hours per week.Treats patients and delegates appropriate patient care tasks to technician staff.Essential Functions Statement(s).Treats patients in a ... Show more

 • Promoted

Remote Client Advisor 100K+ | Mentorship Included Memphis, TN

MeronandKemboiFinancialAgencyMemphis, TN, United States
Remote
Full-time +2

Are you working hard but not getting paid what you are worth Or earning well but sacrificing your time and freedomAt Meron Financial Agency we believe you can have both:financial success and a life... Show more

 • Promoted

Consumer Opinion Research Participant

GL IncSenatobia, Mississippi
$15.00 hourly
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

MIT

SnipesSenatobia, MS, United States
Full-time

SNIPES Manager In Training (MIT).We live sneakers, streetwear, and neighborhood culture! All Day! Every Day!.With more than 750 stores in Europe and the USA, SNIPES is one of the leading sneaker an... Show more