Senior Investment Manager

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Regular

English (Required)

1st shift (United States of America)

Responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) and Ultra High Net Worth ($25+MM in AUM) clients and deepen existing client relationships in the Reserve and Gen Spring segments of Truist Wealth. Deliver advice proactively based upon financial planning and a holistic view of the client’s circumstances. Will typically manage a client base of approximately 40-75 relationships with assets under management averaging $800 million and revenue responsibility averaging $5 million.

They should be sought out by peers and co-workers for advice and assistance relating to investment expertise and client solutions.

• Critical partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve and Gen Spring level, prospective clients.
• Assist Wealth Advisors with information discovery and client goal identification for prospective clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of asset allocation, investment implementation, and portfolio construction. Assess added complexity across the balance sheet, including limited partnerships and business interests, and impact on investment recommendations. Effectively articulate our investment process and recommendations.
• As a key member of the Truist Wealth client facing team, share responsibility for developing and deepening client relationships through the delivery of proactive communication and advice. Ascertain the engagement level for family office services and provide investment education to multiple generations within families.
• Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client’s unique situation. Execute on strategic and tactical asset allocation.
• Manage the daily trading activities in discretionary, non-discretionary, and trust-based portfolios.
• Responsible for building a rapport with each of his or her base of client families prior to capital deployment which will help ensure long-lasting client/trusted advisor relationships.
• Implement investment recommendations and transition new clients into a collaborative and on-going portfolio management and client communication cycle.
• Based on investment reviews with clients, recommend, establish, monitor and adjust investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment, portfolios.
• Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures.

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.

• Bachelor’s Degree and equivalent education or related training
• Ten years of investment experience, which should include experience as an investment advisor, portfolio manager, or other investment-related activities with a focus on high net worth and ultra-high net Worth clients. Demonstrates superior investment skills and knowledge and displays expert interpersonal capabilities.
• Possesses both strong…