Privately Held Investments Manager - Closely Held Business Assets

Truist; Atlanta (GA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability benefits

401k plan

Job summary

Truist is seeking a senior leader to oversee the Privately Held Investments (PHI) team and its real estate portfolio. You will work with internal and external partners to grow business while ensuring adherence to risk management and policy standards.

You will lead cross-functional collaboration, manage operations, train staff, and review asset management processes to improve efficiency and compliance. Strong communication and presentation skills are essential.

Qualifications

• Bachelor’s degree in trust management, business, or equivalent.
• 10+ years’ experience managing specialty assets.
• 5+ years’ experience in business management and regulatory knowledge.
• Strong communication, organization, and presentation skills.
• Proficiency with Microsoft Office products.

Responsibilities

• Provide leadership to ensure proper administrative and reporting controls.
• Oversee asset management processes and staff training.
• Conduct monthly team meetings to review goals and processes.
• Collaborate with market teams to generate revenue growth and client engagement.
• Monitor KPI and ensure policy compliance and documentation.
• Review and revise asset management procedures and policies.
• Coach and develop teammates and manage staffing assignments.
• Assist in committee reviews and compliance items.

Skills

Leadership

Coaching

Analytical skills

Communication

Project management

Sales

Time management

Education

Bachelor's degree in trust management or related

Graduate-level trust school program

CTFA/CFP or comparable designation

Tools

Microsoft Office

Job description

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

Responsible for the overall management of the Privately Held Investments team and their assigned portfolio of real estate assets. Partner with internal and external teammates to encourage new business while ensuring adherence to the policies, procedures and risk management protocols.

Maintain strict control of liability to the account and to the bank that may result from asset management decisions.

Essential Duties And Responsibilities

• Provide the leadership and management necessary to ensure the team has the proper administrative and reporting procedures, proper operational controls, and people in place to effectively serve the organization while ensuring policy compliance and operating efficiency.
• Coordinate team duties with other PHI Managers including but not limited to, overseeing asset management processes, conducting training as required to ensure service standards, and periodically review team staffing assignments.
• Conduct monthly team meetings to continually refresh training related to, goals, processes and procedures, and new ideas. Encourage participation and interaction; recognize excellent teammate performance.
• Actively work cross-functionally and support market teams' to generate new revenue growth & engagement of clients by presenting the PHI capabilities and value proposition.
• Monitor key performance indicators (KPI) for team performance and compliance to ensure procedures are followed and vital documentation is maintained.
• Develop and present recommendations for modifications to asset management processes and procedures.
• Use coaching moments to improve performance both individually and as "One Team".
• Recommend new teammates, provide training, assign and evaluate work product, counsel, discipline, and terminate, as required.
• Review and revise PHI Policies and procedures to ensure they are realistic and aligned with PHI success criteria; ensure teammates are in compliance; communicate updates regularly.
• Assist in the review of Committee compliance items such as Pre Acceptances, Sales, and Expenses, as requested by PHI teammates.

Qualifications

Required Qualifications

• Bachelor's degree in trust management, business, or equivalent experience, education, and related training
• Minimum 10 years' experience in the management of specialty assets.
• Minimum 5 years' experience in business management
• Strong technical and regulatory background.
• Excellent time management, written and verbal communication skills
• Strong Sales, Coaching, and analytical skills.
• Strong organizational and project management skills.
• Demonstrated proficiency in developing and presenting presentations.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office products

Preferred Qualifications

• Completion of a graduate-level trust school program (ABA, Cannon, or other comparable provider)
• Certification as Certified Trust and Financial Advisor (CTFA), Certified Financial Planner (CFP) or comparable designation
• Advanced degree in law, business or accounting

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.

• Medical
• Dental
• Vision
• Life insurance
• Disability
• Accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
• 10 sick days (also prorated)
• Paid holidays
• Defined benefit pension plan
• Restricted stock units
• 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.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work