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Truist Senior Trust Advisor - Truist Wealth in New York, New York

Req ID: R0051863

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Senior Trust Advisor will provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. They will Participate as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.


  1. 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.

  2. 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.

  3. 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.

  4. Understand and provide interpretation as related to complex fiduciary documents and strategies

  5. Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.

  6. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.

  7. 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

  8. Identify and develop a book of business exclusive focus on relationships with AUM greater than $25MM threshold


  1. Degree in Accounting, Finance, Business Management, Trust Administration or Law

  2. 10 -15 years of fiduciary experience, with a focus on business development and relationship management

  3. Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.

  4. Proven analytical ability and detail orientation with ability to manage client and firm priorities

  5. Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.


  1. LL.M in Taxation, Masters of Taxation, CPWA, CIMA

  2. Advanced degree or designations such as JD, MBA, or CFP

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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