Private Business Advisor II -Closely Held Business Assets

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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:

Responsible for the management of a portfolio of the most complex privately owned business assets; ensuring the highest possible investment performance for each asset managed, and will maintain the compliance of all account assets within the Privately Held Investments policies and procedures.

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. Ensure proper administrative and reporting procedures are conducted for each asset, while ensuring policy compliance and operating efficiency.

2. Maintain control of liability to the account and to the bank that may result from asset management decisions and escalate issues to management in a timely manner to mitigate risk.

3. Establish a constant and open communication with the account officer and advise him/her of decisions or events which will affect the client.

4. Actively work cross-functionally and support market teams' to generate new revenue growth & engagement of clients by presenting the PHI capabilities and value proposition.

5. Monitor key performance indicators (KPI) for assigned assets to ensure coding is correct, deficiencies are identified and vital documentation is maintained. 

6. Maintain professional communication with clients, tenants, vendors and other third parties. 

7. Document all significant events, decision making steps and decisions.

8. Assist in the creation of Committee compliance items such as Pre Acceptances, Sales, and Expenses, as necessary and present items to the Committee as required.

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. Bachelor's degree in trust management, business, or equivalent experience, education,  and related training

2. Minimum 10 years' experience in the management or consultant for various business entities.

3. Strong technical and regulatory background.

4. Excellent time management, written and verbal communication skills.

5. Strong organizational, analytical and project management skills.

6. Demonstrated proficiency in developing and presenting presentations.

7. Demonstrated proficiency in basic computer applications, such as Microsoft Office products

Preferred Qualifications:

1. Completion of a graduate-level trust school program (ABA, Cannon, or other comparable provider)

2. Certification as Certified Trust and Financial Advisor (CTFA), Certified Financial Planner (CFP) or comparable designation

3. Advanced degree in law, business or accounting 

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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