Senior Trust Advisor

Aon; Franklin (TN); Hybrid; USD 115,000 - 155,000; Full time

Benefits offered by this job

Competitive salary and benefits

401(k) plan with company match

Health and wellness benefits

Job summary

Wealthspire Advisors seeks a Senior Trust Advisor to oversee trust administration, support new business development, and ensure policy compliance across Wealthspire Trust. The role focuses on fiduciary oversight, collaboration with Advisors and clients, and scaling specialized trust and estate services.

The position requires extensive experience in trust administration, excellent communication, and ability to lead projects in a dynamic environment.

Qualifications

• Bachelor’s degree required; advanced degree or certifications preferred.
• 10+ years of experience in trust administration or related role.
• Proven ability to deliver exceptional service to high-net-worth clients.
• Strong organizational skills and attention to detail; able to manage multiple priorities.
• Excellent written and verbal communication; collaborative team player.

Responsibilities

• Oversee onboarding of trust accounts, including review and interpretation of trust documents.
• Manage ongoing trust administration, including monitoring contributions, distributions, withdrawals, and tax coding.
• Coordinate tax-related activities with trust accountants and third-party preparers.
• Lead annual trust administration and regulatory reviews (Reg 9), including beneficiary statements and trust accountings.
• Support Advisors with estate administration upon client death, including asset funding and final distributions.

Education

Bachelor's degree

Advanced degree or certifications preferred

Tools

Microsoft Office

CRM platforms

Job description

About the Company:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Reports To: MD, President, Wealthspire Trust

Location: Nashville, TN or Remote

Position Overview

The Sr. Trust Advisor is responsible for the oversight and administration of the firm's trust solutions where Wealthspire Trust serves as fiduciary. This role manages associated operational activities, supports new business development initiatives, and ensures effective communication of policies and procedures to Advisors. Additionally, the Senior Trust Advisor plays a key role in advancing, scaling, and fostering collaboration within this specialized business model across Wealthspire.

Key Responsibilities:

Trust and Estate Administration

• Oversee the onboarding of trust accounts, including comprehensive review and interpretation of trust documents.
• Manage ongoing trust administration, including monitoring contributions, distributions, and withdrawals, and ensuring accurate tax coding.
• Ensure timely execution of required distributions, including income, annuity, unitrust, interest, and other fixed payments.
• Coordinate tax-related activities, including facilitating tax payments and partnering with trust accountants and third-party tax preparers.
• Monitor and collect fiduciary fees in accordance with applicable agreements.
• Conduct relationship meetings with Wealthspire Advisors, co-trustees, and clients to support effective trust administration and client service.
• Lead annual trust administration and regulatory reviews (Reg 9), including:
• Overseeing the preparation and distribution of annual beneficiary statements and trust accountings
• Coordinating annual trust reviews, including investment and portfolio discussions with Advisors and co-fiduciaries
• Preparing and delivering Crummey notices for annual exclusion gifts
• Ensure trust activities remain in compliance with the Investment Policy Statement (IPS).
• Apply specialized knowledge in the administration of Special Needs Trusts, guardianships, and conservatorships.
• Demonstrate expertise in directed trust administration; familiarity with New Hampshire trust requirements preferred.
• Support Advisors with estate administration upon client death, including asset funding and final distribution processes.
• Contribute to special projects and initiatives, particularly related to new trust and estate business opportunities in partnership with Wealthspire Advisors and Family Office Solutions.

Training and Internal Support

• Educate Advisors, Client Service Associates, and Client Administration Associates on trust onboarding, administration processes, and ongoing trustee responsibilities.
• Deliver internal training and communications to ensure consistent understanding and adherence to Wealthspire Trust policies and procedures.

Qualifications:

• Bachelor's degree required; advanced degree or relevant certifications preferred.
• 10+ years of experience in trust administration or a related role.
• Demonstrated commitment to delivering exceptional service to clients and internal partners, with experience supporting high-net-worth individuals and families.
• Recognized subject matter expertise in trust and estate solutions, with the ability to effectively promote and articulate offerings.
• Strong organizational skills with exceptional attention to detail and the ability to independently manage multiple, long-term priorities.
• Proven ability to work collaboratively in a team environment, with flexibility and a willingness to support and drive change.
• Proficiency in Microsoft Office and other business systems; experience with CRM platforms preferred.
• Excellent written and verbal communication skills, with the ability to interact effectively across all levels of the organization.

What we offer:

Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.

The base salary range for this position is $114,800 - 155,300. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.

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