Job Description
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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 II (IM) will partner with Wealth Advisors and Fiduciary Teammates to manage client relationships with AUM ranging from $1-5MM. The Signature IM II will have an average client base of approximately 400-600 accounts with corresponding revenue responsibility of approximately $4-6MM. Client service is primarily via virtual/remote service delivery. 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. 1. Plan and execute day-to-day portfolio management responsibilities for assigned accounts within the guidelines of policy and guidance, incorporating model account management through the Centralized Trading Team where appropriate. 2. Deepen and strengthen existing client relationships through advising on investment solutions as well as broader financial guidance. Partners with Wealth Advisors and Fiduciary teammates to deliver comprehensive investment reviews via virtual and occasional in person meetings. 3. Deliver proactive client communication to provide advice to clients and fully understand goals, objectives, and changes in the client relationship. Utilize communication tools including electronic delivery, CRM, and Client Investment Reviews to share and manage investment updates both internally and externally. 4. 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, implementation of changes in overall strategy and objective, reduction in concentrated or non-approved asset positions, management of cash positions, and tax management and loss harvesting. Create proposed investment recommendations for shared authority accounts on a regular and timely basis. 5. 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), any securities that are subject to Letters of Direction, or custom asset allocations. 6. Create new business proposals, maintain expert knowledge of investment solutions available and market/economic environment, and participate in special projects or teams. 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. 1. Bachelor's degree in business or related field or equivalent education and related training 2. 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. 3. Typically has 5 or more years of investment experience. 4. Portfolio management experience with trust and investment management accounts, as well as knowledge of fiduciary policy requirements. Demonstrates superior investment skills and knowledge and a thorough understanding and application of complex investment vehicles and strategies. Preferred Qualifications:
1. MBA or graduate degree in related field 2. Chartered Financial Analyst (CFA) certification [or progress towards CFA] 3. 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. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.
