Truist Financial

1 week ago

Senior Investment Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Partner with Wealth Advisors to deliver investment management services for new and existing high- and ultra-high-net-worth clients across Truist Wealth segments. Provide proactive, holistic financial advice, assist with client onboarding and the Investment Policy Statement, and develop investment strategies including asset allocation and portfolio construction. Manage daily trading for multiple portfolio types, monitor and adjust recommendations, and ensure documented risk management and regulatory compliance while strengthening client relationships.

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Partner with Wealth Advisors on new business development and serve as a primary source for investment communication.
•Work with advisors on information discovery and client goal identification; analyze portfolios and develop investment strategies including asset allocation and portfolio construction.
•Deepen client relationships by delivering proactive communication and advice, including investment education across multiple generations.
•Assist with onboarding, develop the Investment Policy Statement, and execute strategic and tactical asset allocation.
•Manage daily trading activities and implement, monitor, and adjust investment recommendations while adhering to risk management and compliance requirements.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysEquity

Key Requirements

•Bachelor’s degree and equivalent education or related training.
•Ten years of investment experience as an investment advisor, portfolio manager, or similar investment-related role focused on high net worth and ultra-high net worth clients.
•Strong portfolio management and business development capabilities across equities, fixed income, foreign exchange, derivatives, structured products, alternative investments, private equity, and hedge fund strategies.
•Track record working with clients with at least $10MM (often $25MM+) in investible net worth, including ability to synthesize complex strategy and communicate it client-friendly.
•Series 65 licenses; candidates must transfer within 60 days of the Start Date or acquire required registrations/licenses within 100 days.

Experience:10+ yearsHigh net worthUltra-high net worth

Education:Bachelor's

Skills:Client-focusedDetail-orientedInterpersonal communicationTeam playerEntrepreneurial

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

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Truist Financial

1 week ago

Senior Investment Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Partner with Wealth Advisors on new business development and serve as a primary source for investment communication.
•Work with advisors on information discovery and client goal identification; analyze portfolios and develop investment strategies including asset allocation and portfolio construction.
•Deepen client relationships by delivering proactive communication and advice, including investment education across multiple generations.
•Assist with onboarding, develop the Investment Policy Statement, and execute strategic and tactical asset allocation.
•Manage daily trading activities and implement, monitor, and adjust investment recommendations while adhering to risk management and compliance requirements.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysEquity

Key Requirements

•Bachelor’s degree and equivalent education or related training.
•Ten years of investment experience as an investment advisor, portfolio manager, or similar investment-related role focused on high net worth and ultra-high net worth clients.
•Strong portfolio management and business development capabilities across equities, fixed income, foreign exchange, derivatives, structured products, alternative investments, private equity, and hedge fund strategies.
•Track record working with clients with at least $10MM (often $25MM+) in investible net worth, including ability to synthesize complex strategy and communicate it client-friendly.
•Series 65 licenses; candidates must transfer within 60 days of the Start Date or acquire required registrations/licenses within 100 days.

Experience:10+ yearsHigh net worthUltra-high net worth

Education:Bachelor's

Skills:Client-focusedDetail-orientedInterpersonal communicationTeam playerEntrepreneurial

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

Website LinkedIn