Truist · 1 week ago
Institutional Investment Manager II
Washington, DC
Full-time
Onsite
Senior Level
$175K/yr - $240K/yr
7+ years expTruist is a financial services company seeking an Institutional Investment Manager II to partner with Wealth Advisors in delivering Investment Management Services to High Net Worth clients. The role involves managing client relationships, developing investment strategies, and ensuring compliance with regulatory policies.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
Bachelor's Degree
7 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 advanced investment skills and knowledge and displays exceptional interpersonal capabilities
An advanced investment professional, who has a track record of working with clients with at least $5MM in investible net worth
Is able to understand complex investment and economic strategy to inform portfolio management decisions
Is able to communicate 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 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
Builds rapport, relationships, and credibility internally and externally
Engages occasionally in external networking opportunities
Is recognized as possessing an appropriate professional presence that facilitates a perception of competence, trustworthiness, credibility, and sensitivity to others
Successfully engages prospects in the client acquisition cycle
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
Preferred
MBA/CFA and/or equivalent professional designation
Combination of buy and sell-side experience
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
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