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About the Role

Serve as a specialized advisor within Truist Wealth’s Center for Family Legacy (CFL), helping ultra-high-net-worth business owners and families navigate business succession, ownership transition, and liquidity planning decisions. Focus on acquiring new client relationships and creating strategic revenue opportunities across Wealth, Commercial Banking, and Investment Banking through advisory engagements arising from business transition events.

Responsibilities

Serve as a dedicated advisor to ultra-high-net-worth business owners and families evaluating business succession, ownership transition, and liquidity planning opportunities.
Help business owners identify and prioritize personal, family, financial, business, and legacy objectives that influence ownership and transition decisions.
Advise clients on strategic alternatives, including family succession, third-party sales, ESOPs, management buyouts, majority and minority recapitalizations, dividend recapitalizations, and other transition strategies.
Leverage expertise in estate planning, wealth transfer planning, tax planning, and business succession to help clients evaluate opportunities and tradeoffs associated with various transition alternatives.
Partner with Wealth Advisors and specialists across Wealth, Trust, Investments, Credit, Estate Planning, Tax, Philanthropy, Family Governance, Commercial Banking, and Investment Banking to develop integrated recommendations and solutions.
Coordinate with clients' external advisors, including attorneys, accountants, valuation professionals, consultants, and other professional advisors, as appropriate.
Execute Truist's One Team approach by fostering collaboration across Wealth and other lines of business to deliver a coordinated client experience.
Support acquisition and deepening of ultra-high-net-worth client relationships through specialized expertise, education, and business development activities.
Educate clients, prospects, and teammates regarding business succession, transition readiness, and the intersection of business planning, wealth planning, tax planning, estate planning, philanthropy, and family legacy planning.
Develop and strengthen key partnerships across Wealth, Commercial Banking, Corporate & Investment Banking, and other Truist business lines.
Serve as a public speaker and subject matter expert for internal and external presentations involving business owners, succession planning, ownership transitions, and transition readiness.
Provide thought leadership through white papers, educational materials, marketing content, and best practices related to business owner advisory and transition planning.
Drive strategic revenue opportunities arising from business owner advisory engagements and successful transition planning outcomes.

Requirements

Bachelor's degree or equivalent education and related training.
Juris Doctor (JD).
Ten or more years of experience in estate planning, wealth transfer planning, tax planning, business succession planning, or related advisory disciplines.
Demonstrated experience advising business owners, entrepreneurs, and ultra-high-net-worth individuals and multigenerational families, particularly around ownership transition alternatives, including business sales, family succession strategies, ESOPs, recapitalizations, and other liquidity events.
Strong knowledge of business succession planning, ownership transitions, liquidity events, estate planning, wealth transfer strategies, and related tax considerations.
Excellent relationship management, communication, presentation, and business development skills.
Proven ability to collaborate across multiple disciplines and business lines to deliver integrated client solutions.
Knowledge of philanthropic planning, family governance, and legacy planning concepts.
Professional speaking, thought leadership, or educational presentation experience.

Skills

Estate planning
Wealth transfer planning
Tax planning
Business succession planning
Advising business owners
Advising entrepreneurs
Advising ultra-high-net-worth individuals
Advising multigenerational families
Ownership transition alternatives
Business sales
Family succession strategies
ESOPs
Recapitalizations
Liquidity events
Wealth transfer strategies
Tax considerations
Relationship management
Communication
Presentation
Business development
Collaboration
Philanthropic planning
Family governance
Legacy planning concepts
Public speaking
Thought leadership
Educational presentation

Location

United States of America

Work Type

Regular
1st shift

Experience Level

Ten or more years of experience

Education Level

Bachelor's degree
Juris Doctor (JD)
LL.M. in Taxation

Salary/Compensations

$200,000 - $250,000

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan

About the Company

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.

Equal Opportunity

EEO is the Law
IER Right to Work