Senior Private Business Asset Manager

Truist Financial Corporation; Atlanta (GA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life & disability insurance

401(k) plan

Paid vacation & holidays

Job summary

Truist is seeking a senior-level professional to manage a portfolio of complex privately owned business assets. The role focuses on achieving top investment performance while ensuring strict adherence to Privately Held Investments policies.

You will maintain open communication with account officers, work across teams to grow revenue and client engagement, monitor KPIs, and prepare committee materials. A strong regulatory background and financial acumen are essential.

Qualifications

• Bachelor's degree in trust management or related field and related training.
• Graduate-level trust school program (ABA, Cannon, or comparable provider) is preferred.

Responsibilities

• Manage a portfolio of complex privately owned business assets and optimize investment performance.
• Ensure compliance with Privately Held Investments policies and procedures.
• Maintain strong communication with account officers and inform key decisions.
• Collaborate cross-functionally to drive revenue growth and client engagement.
• Monitor KPIs, ensure accurate coding, and document significant events.
• Coordinate with clients, tenants, vendors, and third parties professionally.
• Prepare committee materials such as Pre Acceptances, Sales, and Expenses, and present items to committees as required.

Skills

Time management

Written & verbal communication

Organizational skills

Analytical skills

Project management

Presentations

Cross-functional collaboration

Education

Bachelor's degree in trust management or related

Graduate-level trust school program (ABA/Cannon or comparable)

CTFA/CFP or comparable designation

Advanced degree in law, business or accounting

Tools

Microsoft Office

Job description

Truist is seeking a senior-level professional to manage a portfolio of complex privately owned business assets. The role focuses on achieving top investment performance while ensuring strict adherence to Privately Held Investments policies.

You will maintain open communication with account officers, work across teams to grow revenue and client engagement, monitor KPIs, and prepare committee materials. A strong regulatory background and financial acumen are essential.