Truist · 2 hours ago
Institutional Capital Group Managing Director
Charlotte, NC
Full-time
Onsite
Director/Executive
$300K/yr - $300K/yr
16+ years expTruist is a financial services company seeking an Institutional Capital Group Managing Director. The role involves providing client coverage to institutional capital clients, driving revenue growth through various financial services, and developing strategic client plans to meet their objectives.
BankingFinanceFinancial Services
Responsibilities
Responsible for maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based on opportunity
Responsible for loan generation and growing exposure year-over-year for portfolio and clients in sector
Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success
Responsible for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our platform
Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client
Responsible for engaging and facilitating introductions to the appropriate product teammates across Truist to discuss specific solutions as relevant and appropriate to clients' needs and our ability to be relevant in meeting those
Responsible for ensuring there is a reasonably attainable strategy for delivering appropriate return metrics on capital deployment
Additional responsibilities on internal client management duties as specified by manager and team
Qualification
Required
BA/BS degree
Licenses: Series 7 or 79, 63 and 24 for managers only
3.16-18 years of related work experience
Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum
Advanced knowledge of industry, market, and products
Proven ability to develop, nurture and monetize 'trusted advisor' client relationships with senior executives
Advanced analytical and technical skills combined with a problem solving attitude
Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely
Strong partnering and leadership skills in a complex, matrixed environment
Preferred
MBA degree, with a Finance focus
14+ years of related work experience
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
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
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
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