Institutional Capital Group Managing Director

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Regular or Temporary:
Regular

Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

Responsible for providing client coverage to institutional capital clients (private equity and family office) to include driving revenue growth from payments lending and fees. Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons and are fluent in product areas such as payments leveraged lending and M&A.

Expertise in maximizing client engagement and delivering Truists full suite of products and capabilities to portfolio companies is key. Additional responsibilities on internal client management duties as specified by manager and team.

Locations:
New York Atlanta Charlotte & Miami

• Responsible for maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based on opportunity.
• Responsible for loan generation and growing exposure year-over-year for portfolio and clients in sector.
• Responsible for gaining understanding of clients strategy, financial objectives, risk tolerance and desired outcomes / metrics of success.
• Responsible for developing strategic client plan to address clients strategic and financial objectives leveraging the expertise and solutions offered across our platform.
• Responsible for winning Capital Markets and Banking solutions or other advisory services that align with clients strategic and financial objectives based on bankers knowledge of sector and client.
• Responsible for engaging and facilitating introductions to the appropriate product teammates across Truist to discuss specific solutions as relevant and appropriate to clients needs and our ability to be relevant in meeting those.
• Responsible for ensuring there is a reasonably attainable strategy for delivering appropriate return metrics on capital deployment.
• Responsibilities on internal client management duties as specified by manager and team.

Required Qualifications:

• Series 7 or 79 (and 63 and 24 for managers only)
• 16-18 years of related work experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum.
• Knowledge of industry, market and products.
• Proven ability to develop, nurture and monetize trusted advisor client relationships with senior executives.
• Analytical and technical skills combined with a problem solving attitude.
• Interpersonal style with good listening skills and the ability to communicate complex ideas clearly and concisely.
• Partnering and leadership skills in a complex matrixed environment.

Preferred Qualifications:

• MBA degree with a Finance focus.
• 14 years of related work experience.

The annual salary for this position is $.

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 benefits. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts and a 401(k) plan.

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)…