Investment Manager III - Reserve (Atlanta, GA)

| Atlanta, GA
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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 Reserve Investment Manager 3 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth. The Reserve IM 3 will deliver advice proactively based upon financial planning and a holistic view of the client's circumstances.
The Reserve IM 3 will typically manage a client base of approximately 50-75 relationships with assets under management averaging $800 million and revenue responsibility averaging $5 million. They should be sought out by peers and co-workers for advice and assistance relating to investment expertise and client solutions.

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.
  • Critical partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective clients
  • Assist Wealth Advisors with information discovery and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of asset allocation, investment implementation, and portfolio construction. Effectively articulate our investment process and recommendations
  • As a key member of the Truist Wealth client facing team, share responsibility for developing and deepening client relationships through the delivery of proactive communication and advice for HNW clients
  • Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client's unique situation. Execute on strategic and tactical asset allocation
  • Manage the daily trading activities in discretionary, non-discretionary, and trust-based portfolios
  • Implement investment recommendations and transition new clients into a collaborative and on-going portfolio management and client communication cycle
  • Based on investment reviews with HNW clients, recommend, establish, monitor and adjust investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment, portfolios
  • Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures

QUALIFICATIONS

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.
  • Bachelor's Degree
  • 10 years investment experience, which should include experience as an investment advisor, portfolio manager, or other investment-related activities with a focus on high net worth clients. Demonstrates superior investment skills and knowledge and displays expert interpersonal capabilities
  • 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.
  • Possesses both strong portfolio management skills as well as robust business development capabilities. A Reserve IM is client-focused, detail-oriented, and excels at interpersonal communication. The role requires expert knowledge of a broad range of investment vehicles, such as equities, fixed income, alternatives, derivatives, structured products, private equity, and foreign exchange
  • An expert-level investment professional, who:

-Has a track record of working with clients with at least $10MM in investible net worth.

-Is able to synthesize complex investment and economic strategy from internal and external sources to inform portfolio management decisions.

-Is able to communicate sophisticated and complicated investment and economic concepts in a client-centric manner that is straight-forward, thoughtful and relatable.

-Is an active team player in identifying the need for and articulating to clients and teammates the investment implications of sophisticated financial solutions, such as GRATs, CRUTs, IDGT, and complex insurance strategies.

-Is able to navigate the complexity of the organizational structure to coordinate resources, problem solve, and deliver to clients the highest level of client service.

-Is intensely focused on building brand internally and externally.

-Builds rapport, relationships, and credibility internally and externally.

-Is a visible bank presence within the immediate community and is recognized as a representative of Truist investment thought leadership.

-Engages consistently and frequently in external networking opportunities.

-Speaks occasionally at Truist sponsored-events about market and economic issues.

-Is recognized as possessing an appropriate executive presence that facilitates a perception of expertness, trustworthiness, credibility, and sensitivity to others.

-Is entrepreneurial in approach and displays a high-level of business acumen in recognition of one's own behaviors and the connection to Truist Wealth's business strategy.

-Is viewed as a leader among peers.

-Successfully engages prospects in the client acquisition cycle.

Preferred Qualifications:
  • MBA/CFA and/or equivalent professional designation
  • Combination of buy and sell-side experience

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.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
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