Truist Division Investment Director, Truist Wealth in Atlanta, Georgia
Req ID: R0044980
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Supervise, manage and coach a team of 15-25 client facing Investment Managers and Analysts who provide investment solutions and execution directly to private clients and prospects within a broad geographic region in the Ultra High Net Worth, GenSpring (client AUM over $25MM) and High Net Worth, Reserve (client AUM over $5MM) segments of Truist Wealth. Work closely with Truist Wealth Division Leadership to drive new client acquisition, revenue and retention goals.
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.
Execute on comprehensive sales and marketing strategies to drive achievement of the team's goals for acquisition of new AUM and retention of existing clients. Deliver average annual new recurring revenue growth of $7.5MM.
Supervise the daily trading activities of 15-20 Investment Managers and Analysts who manage an average aggregate AUM of $10 Billion. Monitor accounts for adherence to portfolio construction guidance within client specific constraints and delivery of advice driven investment strategies.
Responsibility for the delivery of superior investment advice and consistent execution in client portfolios across the geography.
Represent the team and geography as a voting member of the Trust Investment Committee which has responsibility for approximately 130 traditional managers with 520 strategies, 70 alternative investment strategies and 30 Private Capital solutions.
Personally engage with GenSpring and Reserve clients and prospects to deliver the value proposition of the Truist Wealth investment solutions.
Hire, manage, coach and retain top talent for Investment Analysts and Investment Managers for GenSpring and Reserve segments of Truist Wealth. Responsible for managing the career path for internal teammates.
Engage directly in recruiting new wealth teams to drive overall business growth.
Responsible for the team's compliance with all regulatory policies, procedures and training, including interaction with Regulators. Resolve escalated issues on complex relationships and investment recommendations.
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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.
Bachelor's degree in Business or a related field, or equivalent education and related training
Possesses excellent investment knowledge, presentation skills, oral and written communication and has demonstrated success in a sales and service oriented environment.
10+ years of investment management experience
5+ years management experience
Ability to work on complex projects with minimal supervision
Demonstrated leadership, personnel management, and project management skills
Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position.
7+ years of management experience
MBA/CFA and/or equivalent professional designation
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
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