Senior Trust Advisor — Estate & Fiduciary Strategy

Wealthspire Trust; Franklin (TN); On-site; USD 115,000 - 155,000; Full time

Benefits offered by this job

401(k) match

Health and wellness benefits

Paid time off

Job summary

Wealthspire Trust in Nashville, TN or Remote is seeking a Senior Trust Advisor to oversee fiduciary trust solutions, onboarding, and administration. The role supports tax coding, distributions, and regulatory reviews while collaborating with Wealthspire Advisors and co-trustees.

The position emphasizes serving high-net-worth clients, mentoring staff, and driving best practices in special needs trusts, guardianships, and directed trusts, with IPS compliance guidance.

Qualifications

• Bachelor's degree required; advanced degree or certifications preferred.
• 10+ years in trust administration or related role.
• Experience serving high-net-worth individuals and families.
• Strong client service and communication skills; detail-oriented.

Responsibilities

• Oversee onboarding of trust accounts and interpret trust documents.
• Manage ongoing trust administration, including contributions, distributions, and tax coding.
• Coordinate annual trust reviews and regulatory I.R.S. related tasks.
• Support Advisors with estate administration and client service.
• Educate and train Advisors and staff on trust onboarding and administration.

Skills

Trust administration

Client service

Regulatory compliance

Team collaboration

CRM experience

Detail orientation

Education

Bachelor's degree

Advanced degree or certifications

Tools

Microsoft Office

CRM platforms

Job description

Wealthspire Trust in Nashville, TN or Remote is seeking a Senior Trust Advisor to oversee fiduciary trust solutions, onboarding, and administration. The role supports tax coding, distributions, and regulatory reviews while collaborating with Wealthspire Advisors and co-trustees.

The position emphasizes serving high-net-worth clients, mentoring staff, and driving best practices in special needs trusts, guardianships, and directed trusts, with IPS compliance guidance.