UHNW Business Succession Advisor

Truist; New York (NY); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid time off

Education and training opportunities

Job summary

Truist Wealth’s Center for Family Legacy seeks a specialized advisor to help ultra-high-net-worth business owners and families navigate succession, ownership transitions, and liquidity planning. You will work with Wealth, Commercial Banking, and Investment Banking teams to develop integrated strategies and opportunities arising from business transitions.

You will partner with Wealth Advisors and internal specialists to craft tailored, tax-efficient, and wealth-preserving solutions, educating

Qualifications

• Bachelor's degree or equivalent education and related training.
• Juris Doctor (JD).
• Ten+ years of experience in estate planning, wealth transfer planning, tax planning, business succession planning, or related advisory disciplines.
• Demonstrated experience advising ultra-high-net-worth individuals and multigenerational families on ownership transition alternatives (sales, ESOPs, recapitalizations, liquidity events).
• Strong knowledge of succession planning, liquidity events, estate planning, and related tax considerations.
• Excellent relationship management, communication, presentation, and business development skills.
• Proven ability to collaborate across disciplines to deliver integrated client solutions.

Responsibilities

• Serve as a dedicated advisor to ultra-high-net-worth owners and families for succession, ownership transition, and liquidity planning opportunities.
• Help clients identify personal, family, financial, business, and legacy objectives guiding ownership decisions.
• Advise on strategic alternatives including family succession, ESOPs, recapitalizations, and other transition strategies.
• Leverage estate planning and tax planning expertise to evaluate transition opportunities and tradeoffs.
• Partner with Wealth Advisors and specialists to develop integrated recommendations and solutions.
• Coordinate with clients' external advisors to deliver a coordinated client experience.
• Foster collaboration across Wealth and other lines of business to deliver integrated solutions.
• Support acquisition and deepening of UHNW client relationships through education and business development.
• Educate clients and teammates on business succession, wealth planning, and governance.
• Develop partnerships across Wealth, Commercial Banking, Corporate & Investment Banking to expand services.
• Serve as a public speaker and subject matter expert for internal and external presentations on succession planning.
• Provide thought leadership through white papers and marketing content on business owner advisory and transition planning.
• Drive strategic revenue opportunities arising from client engagements and successful transition outcomes.

Skills

Estate planning

Wealth transfer planning

Tax planning

Business succession planning

Client relationship management

Public speaking

Education

Juris Doctor (JD)

LL.M. in Taxation

Bachelor's degree or equivalent

Job description

Truist Wealth’s Center for Family Legacy seeks a specialized advisor to help ultra-high-net-worth business owners and families navigate succession, ownership transitions, and liquidity planning. You will work with Wealth, Commercial Banking, and Investment Banking teams to develop integrated strategies and opportunities arising from business transitions.

You will partner with Wealth Advisors and internal specialists to craft tailored, tax-efficient, and wealth-preserving solutions, educating