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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Manage and lead a team of fiduciary experts in a fast-paced, efficient fiduciary planning, solutions and administration environment for a Truist region. Responsible for enhancing the growth and profitability of the fiduciary business segment while mitigating risk and adhering to all applicable compliance regulations or state laws, which govern fiduciary administration. May maintain a book of business and will participate in Regional Wealth Management Leadership Teams.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Lead and coach a larger team to effectively partner with Trust Advisors to develop current and future fee trust business by offering fiduciary solutions to existing and prospective clients.

2. Participate in New Business Development activities as opportunities are identified. Ensure teams are properly deepening fiduciary relationships and driving new assets, future fee appointments and revenue. Personally assist with new business development by making joint calls on some of the more affluent and sensitive relationships in the assigned Wealth Groups.

3. Work with team members to ensure they achieve personal and team goals. Serve as the hiring, coaching and terminating manager. Establish annual objectives. Coach the team toward the achievement of those objectives. Fairly and justly rate performance using the performance review process and feedback; rewarding results through praise, recognition, compensation and promotions.

4. Develop and recommend appropriate staffing structure and requirements.

5. Responsible for fiduciary oversight of personal trust account book of business. Involved in the supervision of all fiduciary decisions and activities (e.g., account acceptance, exercise of discretionary authority, document interpretation, etc.) and in a variety of risk mitigation initiatives (e.g., documented support for asset concentrations, implications of changes in applicable federal and state laws, Uniform Trust Code implementation, etc).

6. Provide technical support; participate in supervision, training, development and oversight of assigned team.

7. Continually review the assignment of accounts and review workload distribution among the Trust Advisors in assigned regional offices; assist in setting priorities and meeting deadlines for assigned group.

8. Responsible for maintaining and cultivating good working relationships with clients, Wealth Teams, IRM partners, attorneys, Certified Public Accountants (CPAs) and other related professionals to assure quality service and to enhance cross-referral opportunities.

9. Keep informed of administrative progress, complex issues, problems and complaints; make recommendations for improvements and enhancements that will better assure quality service.

10. Keep up to date on legal issues, regulations, investment, tax issues, trends and developments in trust banking industry.

11. Consult with Wealth Regional Directors, Wealth Division Directors and Trust Advisors in evaluation of new ideas, recommendations, and procedures.

12. Serve on various Truist Wealth committees as required.

13. Establish and maintain a network of industry peers in order to stay abreast of current business and regulatory initiatives.

14. Attract, retain, and promote top talent, with a strong focus on diversity, and build a robust slate of credible successors for key leadership positions and for opportunities across Truist.

15. Promote a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law

2. Eight years of fiduciary experience, with a focus on business development and relationship management

3. Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.

4. Proven analytical ability and detail orientation with ability to manage client and firm priorities

5. Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.

Preferred Qualifications:

1. Demonstrates leaderships abilities and management experience in the Financial Services industry; with the ability to grow, advise and recruit teammates.

2. Advance degree or designations, such as JD, MBA, CFP

3. Ten years of fiduciary experience

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 (https://benefits.truist.com/)

. 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.

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