Mid-Level
Signature Investment Manager I
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Regular or Temporary: Regular
**Language Fluency: **English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
The Signature Investment Manager I (IM) will partner with Fiduciary Teammates to manage client relationships with AUM less than $1MM or consisting exclusively of Irrevocable Trust relationships. The Signature IM I will have an average client base of approximately 800-1,000 accounts with corresponding revenue responsibility of approximately $6-8MM. Client service is via written correspondence and remote service delivery. The Signature IM 1 relies upon a strong partnership with assigned Trust Advisors for administrative responsibilities.
ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.
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Plan and execute day-to-day portfolio management for assigned accounts within the guidelines of policy and guidance, incorporating model account management executed through the Centralized Trading Team for the majority of accounts.
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Deepen and strengthen existing client relationships through advising on investment solutions as well as broader financial guidance upon request. Partners with Fiduciary teammates to bring broader Truist capabilities to the Client, relying on Trust Advisors for the majority of administrative communication for Irrevocable Trust Accounts.
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Deliver proactive written client communication in conjunction with Trust Advisors to provide investment advice and guidance. Utilize communication tools including electronic delivery, CRM, and Client Investment Reviews to share and manage investment updates to clients.
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Implement and provide ongoing monitoring of investment plans and strategies for assigned accounts. Monitoring will include rebalancing of accounts to bring asset allocation in line with investment objectives for accounts that are not centrally traded, implementation of changes in overall strategy and objective, reduction in concentrated or non-approved asset positions and management of cash positions. Create proposed investment recommendations for shared authority accounts on a regular and timely basis.
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Monitor and mitigate (when necessary) compliance issues and guidelines for assigned accounts to include creating compliance system rules based on investment policy trade restrictions (do not buy, do not sell), management of any securities that are subject to Letters of Direction or custom asset allocations.
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Expand existing relationships through quality client service delivery and maintaining expert knowledge of investment solutions available and current market/economic environment.
Required Qualifications: 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.
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Bachelor's degree in business or related field or equivalent education and related training
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Intermediate/advanced technology skills, including MS Office products. Very strong organizational skills, detail oriented and ability to work on numerous tasks simultaneously. Solid verbal and written communication. Ability to work in collaborative environment.
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Typically has 3 or more years of investment experience.
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Portfolio management experience with trust and investment management accounts, as well as knowledge of fiduciary policy requirements. Demonstrates strong investment skills and knowledge and a thorough understanding and application of complex investment vehicles and strategies.
Preferred Qualifications:
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MBA or graduate degree in related field
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Chartered Financial Analyst (CFA) certification [or progress towards CFA]
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Additional Professional Designations such as CFP(r), CTFA, CAIA
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 position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. 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), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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