Investment Manager II

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). 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 2 (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 2will deliver advice proactively based upon financial planning and a holistic view of the client's circumstances. The Reserve IM 2 will typically manage a client base of approximately 50-75 relationships with assets under management averaging $500 million and revenue responsibility averaging $4 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.  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. 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. 2. 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. 3. 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. 4. 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. 5. Manage the daily trading activities in discretionary, non-discretionary, and trust-based portfolios 6. Implement investment recommendations and transition new clients into a collaborative and on-going portfolio management and client communication cycle. 7.  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. 8. Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures. 9.

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 2. 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.