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Posting Date :
11-16-2017
Primary Location :
HOME Remote, OH US
Work Address :
600 Superior Avenue East
Job ID :
W445394
Schedule :
Full-time
:
Investment-Strategist,-Private-Wealth-Management-(Cleveland-or-Cincinatti,-OH)
Job Description :
Job Description

As part of the Investment Solutions team, the Investment Strategist is responsible for helping Client Advisors win new clients and to deepen and strengthen existing client relationships through advising on investment solutions.  The Investment Strategist combines the technical skills of portfolio managers with the communication and selling skills of sales-traders. The role requires a multi-product focus that incorporates equities, fixed income, and foreign exchange products, derivatives, structured products, alternative investments, private equity and hedge fund strategies.  Based on investment reviews with clients, recommends and establishes investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment portfolios. Develops investment policy statements and advises on strategic and tactical asset allocation. Partners in new business development opportunities and acts as primary resource for investment communication.

 

As a key member of the PWM client facing team, the Investment Strategist shares responsibility for developing and deepening client relationships through the delivery of proactive advice and/or referrals for clients and participates in the development of client strategy to meet the full range of needs, including investment, trust, risk management, credit and banking needs

 

Registered:   Maintains proper 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.  Ensures that appropriate continuing education requirements are met where needed.


Qualifications

Typically manages the largest and/or most complex investment accounts with a client base of approximately 40-75 relationships.  Assets Under Management will typically exceed $800 million with revenue responsibility exceeding $5 million. Typically sought out by peers and co-workers for advice and assistance relating to investment expertise and client solutions. 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.  

 

Minimum Requirements:  Bachelors degree. 10 years investment experience, which should include experience as an investment advisor or portfolio manager working with wealthy & high net worth clients. Demonstrates superior investment skills and knowledge and a thorough understanding and application of complex investment vehicles and strategies. 

 

Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.

 

Preferred Requirements: MBA/CFA and/or equavilent professional designation.

Combination of buy and sell-side experience.

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national originTo review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf
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