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Signature Investment Manager
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-31
Listing for:
Crump Life Insurance Svcs Inc
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
The Signature Investment Manager I (IM) will partner with Fiduciary Teammates to manage client relationships with AUM less than $1MM or consisting exclusively of Irrevocable Trust relationships. The Signature IM I will have an average client base of approximately 800-1,000 accounts with corresponding revenue responsibility of approximately $6-8MM. Client service is via written correspondence and remote service delivery. The Signature IM 1 relies upon a strong partnership with assigned Trust Advisors for administrative responsibilities.
Regular or Temporary:
Regular. Language Fluency:
English (Required).
Work Shift:
1st shift (United States of America).
- Plan and execute day-to-day portfolio management for assigned accounts within the guidelines of policy and guidance, incorporating model account management executed through the Centralized Trading Team for the majority of accounts.
- Deepen and strengthen existing client relationships through advising on investment solutions as well as broader financial guidance upon request. Partners with Fiduciary teammates to bring broader Truist capabilities to the Client, relying on Trust Advisors
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