Private Business Advisor II – Closely Held Business Assets

Truist

. Manage a portfolio of the most complex privately owned business assets .

Posted 11/5/2026full-timeUnited StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex privately owned business assets while ensuring compliance with investment policies and procedures. Proficient in risk mitigation, client communication, and cross-functional collaboration to drive revenue growth and maintain high investment performance.

Highest-signal resume keywords

Portfolio ManagementInvestment Performance OptimizationRegulatory ComplianceProject ManagementClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Asset ManagementKPI MonitoringAnalytical SkillsPresentation DevelopmentMicrosoft Office Proficiency

Soft Skills

Time ManagementWritten CommunicationVerbal CommunicationOrganizational Skills

Certifications & Qualifications

CTFACFP

Industry Keywords

Privately Held InvestmentsTrust ManagementRisk MitigationCommittee ComplianceClient Engagement

About the role

Key responsibilities & impact

Manage a portfolio of the most complex privately owned business assets
Ensure the highest possible investment performance for each asset managed
Maintain compliance of all account assets with Privately Held Investments policies and procedures
Ensure proper administrative and reporting procedures for each asset
Maintain control of liability to the account and bank and escalate issues to management to mitigate risk
Communicate with the account officer and advise on decisions or events affecting the client
Work cross-functionally with market teams to generate revenue growth and client engagement by presenting PHI capabilities and value proposition
Monitor KPIs for assigned assets, ensure correct coding, identify deficiencies, and maintain vital documentation
Maintain professional communication 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

Requirements

What you’ll need

Bachelor's degree in trust management, business, or equivalent experience, education, and related training
Minimum 10 years' experience in the management or consultant for various business entities
Strong technical and regulatory background
Excellent time management, written 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
English language fluency required
Preferred: completion of a graduate-level trust school program (ABA, Cannon, or other comparable provider)
Preferred: CTFA, CFP or comparable designation
Preferred: advanced degree in law, business or accounting

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
No less than 10 days of vacation during the first year of employment (prorated)
10 sick days during the first year of employment (prorated)
Paid holidays
Defined benefit pension plan (position/division dependent)
Restricted stock units (position/division dependent)
Deferred compensation plan (position/division dependent)