Private Business Advisor II -Closely Held Business Assets

Truist Financial Corporation; Atlanta (GA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life & disability insurance

401(k) plan

Paid vacation & holidays

Job summary

Truist is seeking a senior-level professional to manage a portfolio of complex privately owned business assets. The role focuses on achieving top investment performance while ensuring strict adherence to Privately Held Investments policies.

You will maintain open communication with account officers, work across teams to grow revenue and client engagement, monitor KPIs, and prepare committee materials. A strong regulatory background and financial acumen are essential.

Qualifications

• Bachelor's degree in trust management or related field and related training.
• Graduate-level trust school program (ABA, Cannon, or comparable provider) is preferred.

Responsibilities

• Manage a portfolio of complex privately owned business assets and optimize investment performance.
• Ensure compliance with Privately Held Investments policies and procedures.
• Maintain strong communication with account officers and inform key decisions.
• Collaborate cross-functionally to drive revenue growth and client engagement.
• Monitor KPIs, ensure accurate coding, and document significant events.
• Coordinate with clients, tenants, vendors, and third parties professionally.
• Prepare committee materials such as Pre Acceptances, Sales, and Expenses, and present items to committees as required.

Skills

Time management

Written & verbal communication

Organizational skills

Analytical skills

Project management

Presentations

Cross-functional collaboration

Education

Bachelor's degree in trust management or related

Graduate-level trust school program (ABA/Cannon or comparable)

CTFA/CFP or comparable designation

Advanced degree in law, business or accounting

Tools

Microsoft Office

Job description

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Responsible for the management of a portfolio of the most complex privately owned business assets; ensuring the highest possible investment performance for each asset managed, and will maintain the compliance of all account assets within the Privately Held Investments policies and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 1. Ensure proper administrative and reporting procedures are conducted for each asset, while ensuring policy compliance and operating efficiency.
• 2. Maintain control of liability to the account and to the bank that may result from asset management decisions and mitigate risk.
• 3. Establish a constant and open communication with the account officer and advise him/her of decisions or events which will affect the client.
• 4. Actively work cross-functionally and support market teams' to generate new revenue growth & engagement of clients by presenting the PHI capabilities and value proposition.
• 5. Monitor key performance indicators (KPI) for assigned assets to ensure coding is correct, deficiencies are identified and vital documentation is maintained.
• 6. Maintain professional communication with clients, tenants, vendors and other third parties.
• 7. Document all significant events, decision making steps and decisions.
• 8. Assist in the creation of Committee compliance items such as Pre Acceptances, Sales, and Expenses, as necessary and present items to the Committee as required.

QUALIFICATIONS

• 1. Bachelor's degree in trust management, business, or equivalent experience, education, and related training
• 2. Minimum 10 years' experience in the management or consultant for various business entities.
• 3. Strong technical and regulatory background.
• 4. Excellent time management, written and verbal communication skills.
• 5. Strong organizational, analytical and project management skills.
• 6. Demonstrated proficiency in developing and presenting presentations.
• 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office products

Preferred Qualifications:

• 1. Completion of a graduate-level trust school program (ABA, Cannon, or other comparable provider)
• 2. Certification as Certified Trust and Financial Advisor (CTFA), Certified Financial Planner (CFP) or comparable designation
• 3. Advanced degree in law, business or accounting

General 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. 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.

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.