Truist Financial

19 hours ago

Investment Manager II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Partner with Wealth Advisors to deliver investment management for new and existing high net worth clients in the Reserve segment. Proactively provide advice based on financial planning and a holistic view of each client’s circumstances, managing ~50–75 relationships. Build and deepen client relationships through proactive communication, onboarding support, investment policy statements, discretionary and non-discretionary trading oversight, and ongoing portfolio monitoring with risk and compliance adherence.

Location: Houston

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Serve as a critical partner in new business development and a primary source for investment communication, supporting acquisition of Reserve-level prospective clients.
•Help identify client goals, analyze prospective portfolios, and develop investment strategy including asset allocation, investment implementation, and portfolio construction.
•Deliver proactive investment advice and communication to deepen and strengthen relationships with high net worth clients.
•Support client onboarding by developing the Investment Policy Statement and executing strategic and tactical asset allocation.
•Manage daily trading activities across discretionary, non-discretionary, and trust-based portfolios and recommend/monitor/adjust portfolio strategies while adhering to risk management and compliance requirements.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

•Bachelor's degree.
•7+ years of investment experience as an investment advisor, portfolio manager, or other investment-related role focused on high net worth clients.
•Advanced investment skills and exceptional interpersonal capabilities, including client-centric communication of complex investment and economic concepts.
•Track record working with clients with at least $5MM in investible net worth and experience understanding sophisticated financial solutions (e.g., GRATs, CRUTs, IDGT) and complex insurance strategies.
•Series 65 license (with specified transfer/acquisition timing after start).

Experience:Wealth managementHigh net worthPortfolio managementBuy-sideSell-side

Education:Bachelor's

Skills:Client-focused communicationInterpersonal skillsTeamworkRisk managementProblem solving

Licenses: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

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Truist Financial

19 hours ago

Investment Manager II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: Houston

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Serve as a critical partner in new business development and a primary source for investment communication, supporting acquisition of Reserve-level prospective clients.
•Help identify client goals, analyze prospective portfolios, and develop investment strategy including asset allocation, investment implementation, and portfolio construction.
•Deliver proactive investment advice and communication to deepen and strengthen relationships with high net worth clients.
•Support client onboarding by developing the Investment Policy Statement and executing strategic and tactical asset allocation.
•Manage daily trading activities across discretionary, non-discretionary, and trust-based portfolios and recommend/monitor/adjust portfolio strategies while adhering to risk management and compliance requirements.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

•Bachelor's degree.
•7+ years of investment experience as an investment advisor, portfolio manager, or other investment-related role focused on high net worth clients.
•Advanced investment skills and exceptional interpersonal capabilities, including client-centric communication of complex investment and economic concepts.
•Track record working with clients with at least $5MM in investible net worth and experience understanding sophisticated financial solutions (e.g., GRATs, CRUTs, IDGT) and complex insurance strategies.
•Series 65 license (with specified transfer/acquisition timing after start).

Experience:Wealth managementHigh net worthPortfolio managementBuy-sideSell-side

Education:Bachelor's

Skills:Client-focused communicationInterpersonal skillsTeamworkRisk managementProblem solving

Licenses: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