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Posting Date :
Primary Location :
Orlando / Central FL Area, FL US
Work Address :
200 South Orange Avenue
Job ID :
Schedule :
Job Description :
Job Description

The Advisory Center Manager is accountable for all aspects of core Fiduciary administration, relationship management and risk management in the Florida and Texas markets.  The role is responsible for coordinating and managing all resources available from human capital to systems in support of the various activities in the Advisory Center.  This position is familiar with all aspects of Florida laws, statutes, and regulations which impact the administration of Fiduciary accounts.  This position is responsible for the successful implementation of initiatives and projects impacting the Advisory Centers, Fiduciary, Private Wealth Management (PWM) and SunTrust. This position is responsible for client relationship management, retention and sales in the Core and Proactive segments.  This position is responsible for maintaining highly effective relationships with Division Managers, Managing Directors, Investment leaders, Estate Services leaders, Human Resources and other Administrative/Operational Centers leaders.



The position is responsible for tactical planning and the contribution to strategic planning for both the regional and enterprise-wide Advisory Centers. 


The Advisory Center Manager oversees a Trust administration group with income of greater than $30 million and fiduciary assets greater than $4.5 billion.


Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.


Basic Requirements:

Ten (10) plus years of management experience, with increasing levels of accountability.  A minimum of BS/BA degree in related field or equivalent practical expertise. Excellent ability to apply sophisticated financial and estate planning solutions. 


Preferred Requirements:

Advanced degrees such as MBA, JD, LLM or designation CPA, CFTA or CFP are a plus. Prefer minimum 5 years Private Wealth Management related experience.


Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national originTo review the EEO Poster, copy and paste the following link into your browser:
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