Center for Family Legacy - Business Owner Advisory

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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:

Position Summary
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.
Partner with Wealth Advisors and the broader Wealth team to guide clients through strategic alternatives, including family succession, third-party sales, ESOPs, management buyouts, majority and minority recapitalizations, dividend recapitalizations, and other ownership transition strategies. Help clients evaluate how these decisions may impact family wealth, estate planning, tax optimization, philanthropic objectives, governance, and long-term legacy goals.
Coordinate delivery of Truist resources through a One Team approach by partnering with Wealth Advisors and internal specialists to develop and implement customized, integrated solutions. Promote a consistent and replicable approach to business owner advisory by institutionalizing best practices, educating teammates and clients, and serving as a thought leader on business succession and transition planning.

Job Description

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.

• 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.

To comply with the NY pay transparency statute and for work locations in NY only, the annual base salary for this position is $200,000 - $250,000.

Qualifications

Required Qualifications

• 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.

Preferred Qualifications

• LL.M. in Taxation.
• Knowledge of philanthropic planning, family governance, and legacy planning concepts.
• Professional speaking, thought leadership, or educational presentation 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. 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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