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.  
1.    Critical partner in new business development and acts as a primary source for investment communication.  Assists the Wealth Advisor in acquiring Reserve and GenSpring level, prospective clients.
2.    Assist Wealth Advisors with information discovery and client goal identification for prospective clients.  Analyze prospective client investment portfolios; develop investment strategy - inclusive of asset allocation, investment implementation, and portfolio construction. Assess added complexity across the balance sheet, including limited partnerships and business interests, and impact on investment recommendations.  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.  Ascertain the engagement level for family office services and provide investment education to multiple generations within families.
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.    Responsible for building a rapport with each of his or her base of client families prior to capital deployment which will help ensure long-lasting client/trusted advisor relationships.
7.    Implement investment recommendations and transition new clients into a collaborative and on-going portfolio management and client communication cycle.
8.     Based on investment reviews withclients, 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.
9.    Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures.

QUALIFICATIONS
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 and equivalent education or related training
2.    Ten years of investment experience, which should include experience as an investment advisor, portfolio manager, or other investment-related activities with a focus on high net worth and ultra-high net Worth clients. Demonstrates superior investment skills and knowledge and displays expert interpersonal capabilities. 
3.    Possesses both strong portfolio management skills as well as robust business development capabilities.  A Senior IM is client-focused, detail-oriented, and excels at interpersonal communication.  The role requires a multi-product focus that incorporates equities, fixed income, foreign exchange products, derivatives, structured products, alternative investments, private equity and hedge fund strategies.
4.    An expert-level investment professional, who:
•    Has a track record of working with clients with at least $10MM and often greater than $25MM in investible net worth.  
•    Is able to synthesize complex investment and economic strategy from internal and external sources to inform portfolio management decisions.
•    Is able to communicate sophisticated and complicated 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 articulating to clients and teammates 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 and externally.  
a.    Builds rapport, relationships, and credibility internally and externally.
b.    Is a visible bank presence within the immediate community and is recognized as a representative of Truist investment thought leadership.
c.    Engages consistently and frequently in external networking opportunities.
d.    Speaks occasionally at Truist sponsored-events about market and economic issues.
•    Is recognized as possessing an appropriate executive presence that facilitates a perception of expertness, trustworthiness, credibility, and sensitivity to others.
•    Is entrepreneurial in approach and displays a high-level of business acumen in recognition of one’s own behaviors and the connection to Truist Wealth’s business strategy.
•    Is viewed as a leader among peers.
•    Successfully engages prospects in the client acquisition cycle.
5.    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 Qualifications:
1.    MBA/CFA and/or equivalent professional designation 
2.    Combination of buy and sell-side experience