8 Division Investment Director Jobs in Charlotte, NC
Truist Bank is Hiring a Division Investment Director Near Charlotte, NC
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)Job Grade:
114Please 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.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.
2. 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.
3. Responsibility for the delivery of superior investment advice and consistent execution in client portfolios across the geography.
4. 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.
5. Personally engage with GenSpring and Reserve clients and prospects to deliver the value proposition of the Truist Wealth investment solutions.
6. 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.
7. Engage directly in recruiting new wealth teams to drive overall business growth.
8. 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.
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.
2. Possesses excellent investment knowledge, presentation skills, oral and written communication and has demonstrated success in a sales and service oriented environment.
3. 10 years of investment management experience
4. 5 years management experience
5. Ability to work on complex projects with minimal supervision
6. Demonstrated leadership, personnel management, and project management skills
7. 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.
10. 7 years of management experience
11. MBA/CFA and/or equivalent professional designation
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Job Summary
Full Time
Banking
$232k-353k (estimate)
03/22/2024
06/08/2024
truist.com
CHARLOTTE, NC
>50,000
2019
Public
KELLY S KING
$10B - $50B
Banking
Related Companies
About Truist Bank
Truist is a North Carolina-based financial institution that provides personal and commercial banking products and services for individuals and businesses.
