Senior Investment Manager

Truist Financial
Nashville
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 10+ yearsEducation: bachelorsSkills: ["Client-focused","Interpersonal communication","Detail-oriented","Teamwork","Business acumen"]

Partner with Wealth Advisors to deliver investment management services to high and ultra-high net worth clients, and deepen relationships across Truist Wealth’s Reserve and GenSpring segments. Use a holistic view of client circumstances to proactively provide investment advice, build and manage client portfolios, develop investment strategies and policy statements, oversee daily trading activities, and ensure risk management and compliance.

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Truist Financial
Truist Financial
3 days ago

Senior Investment Manager

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Last checked: 5 hours agoStatus: Live

Job Summary

Partner with Wealth Advisors to deliver investment management services to high and ultra-high net worth clients, and deepen relationships across Truist Wealth’s Reserve and GenSpring segments. Use a holistic view of client circumstances to proactively provide investment advice, build and manage client portfolios, develop investment strategies and policy statements, oversee daily trading activities, and ensure risk management and compliance.
Location: Nashville
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Partner with Wealth Advisors on new business development and serve as a primary source for investment communication to Reserve and GenSpring prospective clients.
  • •Discover client goals, analyze prospective client portfolios, develop investment strategy (asset allocation, implementation, portfolio construction), and articulate recommendations and investment process.
  • •Develop and deepen client relationships through proactive communication and advice, including investment education for multiple generations and assessment for family office services engagement.
  • •Support client onboarding, develop the Investment Policy Statement, execute strategic and tactical asset allocation, and transition clients into ongoing portfolio management and communication cycles.
  • •Manage daily trading activities across discretionary, non-discretionary, and trust-based portfolios while adhering to and documenting risk management and compliance with regulatory policies.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysSick Days

Key Requirements

  • •Bachelor’s Degree and equivalent education or related training.
  • •10 years of investment experience, including work with high net worth and ultra-high net worth clients as an investment advisor, portfolio manager, or in related activities.
  • •Strong portfolio management skills and robust business development capabilities, with a multi-product focus across equities, fixed income, foreign exchange, derivatives, structured products, and alternatives.
  • •Track record working with clients with at least $10MM and often greater than $25MM in investible net worth, synthesizing complex strategy into portfolio decisions.
  • •Series 65 licenses, with timelines to transfer/acquire all required registrations and licenses from the start date.
Experience:10+ yearsWealth managementHigh-net-worthInvestment managementPrivate equityHedge funds
Education:Bachelor's
Skills:Client-focusedInterpersonal communicationDetail-orientedTeamworkBusiness acumen
Licenses:Series 65
Certifications:Series 65
Languages:English

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn