Center for Family Legacy - Business Owner Advisory

Location: Palm Beach Gardens FL - 4300 TBC Way

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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.

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.

Additional Locations: Charlotte NC - 214 North Tryon Street, Washington DC - 1445 New York Avenue, NW - Washington Main Office, Orlando, FL, New York NY - 50 Hudson Yards