Senior Trust & Fiduciary Advisor

Truist

Charlotte (NC)

On-site

USD 120,000 - 190,000

Full time

3 days ago

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Benefits offered by this job

Medical benefits

401k plan

Paid holidays

Vacation days

Job summary

Truist is seeking a seasoned Wealth Fiduciary Services Relationship Manager to oversee a portfolio of personal, special needs, and investment trusts. In-office role across preferred Truist locations including Raleigh, Charlotte, Nashville, Orlando, Atlanta, Tampa; other sites considered based on space.

You will guide complex fiduciary strategy, ensure compliance, and partner with client teams to deliver tailored solutions.

Qualifications

10+ years experience as a relationship manager in fiduciary services or related field.
Strong knowledge of estate planning, fiduciary and tax laws.
Excellent written and verbal communication; ability to interpret complex documents.

Responsibilities

Oversees fiduciary advice and oversight for personal trusts, special needs trusts, and guardianship accounts.
Collaborates with client teams to drive fiduciary new business and onboarding.
Meets client service standards by coordinating with advisors and wealth strategists.
Ensures proper trust administration, document interpretation, and cash management.
Coordinates annual regulatory reviews and tax matters (1099s, 1041s, etc.).
Escalates matters to risk, legal, and compliance as needed.
Completes projects in line with the business line and adheres to policies.