Private Business Advisor II -Closely Held Business Assets

Truist•Atlanta, GA

About The Position

Responsible for managing a portfolio of the most complex privately owned business assets, ensuring the highest possible investment performance for each asset and maintaining compliance with Privately Held Investments policies and procedures. The role also supports client engagement and revenue growth by collaborating with market teams and presenting the Privately Held Investments capabilities and value proposition.

Requirements

Bachelor's degree in trust management, business, or equivalent experience, education, and related training.
At least 10 years of experience managing or consulting for various business entities.
Strong technical and regulatory background.
Excellent time management, written communication, and verbal communication skills.
Strong organizational, analytical, and project management skills.
Demonstrated proficiency in developing and presenting presentations.
Demonstrated proficiency in basic computer applications, such as Microsoft Office products.

Nice To Haves

Completion of a graduate-level trust school program, such as ABA, Cannon, or a comparable provider.
Certification as a Certified Trust and Financial Advisor (CTFA), Certified Financial Planner (CFP), or comparable designation.
Advanced degree in law, business, or accounting.

Responsibilities

Ensure proper administrative and reporting procedures are conducted for each asset while maintaining policy compliance and operating efficiency.
Manage and escalate liability risks to the account and the bank resulting from asset management decisions.
Maintain open communication with the account officer and advise them of decisions or events that may affect the client.
Work cross-functionally with market teams to support revenue growth and client engagement by presenting Privately Held Investments capabilities and value proposition.
Monitor key performance indicators for assigned assets, ensuring correct coding, identifying deficiencies, and maintaining vital documentation.
Communicate professionally with clients, tenants, vendors, and other third parties.
Document significant events, decision-making steps, and decisions.
Assist in creating Committee compliance items, including Pre Acceptances, Sales, and Expenses, and present items to the Committee as required.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division