Senior Investment Manager
On-site · Houston, Texas, United States
Job Summary
Senior Investment Manager at Truist Wealth partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM AUM) and Ultra High Net Worth ($25+MM AUM) clients in the Reserve and GenSpring segments. Manages a client base of approximately 40-75 relationships with assets under management averaging $800 million and revenue responsibility averaging $5 million. Responsibilities include proactive investment advice based on financial planning and a holistic view of client circumstances, asset allocation, portfolio construction, onboarding and development of Investment Policy Statements, daily trading activities in discretionary/non-discretionary/trust-based portfolios, building rapport with client families, and delivering client education across generations. Requires deep investment expertise, client-centric communication, and leadership within the Wealth team, with a focus on risk management, regulatory compliance, and driving business development. Preferred qualifications include MBA/CFA and/or equivalent designation; Series 65 licenses must be obtained within 60-100 days from Start Date.
Required Qualifications
- Bachelor’s Degree and equivalent education or related training
- Ten years of investment experience in investment advisor/portfolio management with focus on high net worth clients
- Strong portfolio management and business development capabilities
- Series 65 licenses or equivalent regulatory licenses
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