Institutional Capital Group Managing Director
SunTrust Investment Services, Inc., Charlotte, NC, United States
Job Title
Responsible for providing client coverage to institutional capital clients (private equity and family office), to include driving revenue growth from payments, lending, and fees. Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons and are fluent in product areas such as payments, leveraged lending, and M&A. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities to portfolio companies is key. Additional responsibilities on internal client management duties as specified by manager and team. Locations: New York, Atlanta, Charlotte, & Miami Essential Duties and Responsibilities 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. Responsible for maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based on opportunity. 2. Responsible for loan generation and growing exposure year-over-year for portfolio and clients in sector 3. Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success 4. Responsible for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our platform 5. Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client 6. Responsible for engaging and facilitating introductions to the appropriate product teammates across Truist to discuss specific solutions as relevant and appropriate to clients' needs and our ability to be relevant in meeting those 7. Responsible for ensuring there is a reasonably attainable strategy for delivering appropriate return metrics on capital deployment. 8. Additional responsibilities on internal client management duties as specified by manager and team 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. BA/BS degree 2. Licenses: Series 7 or 79, 63 and 24 for managers only 3.16-18 years of related work experience 4.Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum 5. Advanced knowledge of industry, market, and products 6. Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives 7.Advanced analytical and technical skills combined with a problem solving attitude 8.Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely 9. Strong partnering and leadership skills in a complex, matrixed environment Preferred Qualifications: 1. MBA degree, with a Finance focus 2. 14+ years of related work experience The annual salary for this position is $300,000.00 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.
Responsible for providing client coverage to institutional capital clients (private equity and family office), to include driving revenue growth from payments, lending, and fees. Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons and are fluent in product areas such as payments, leveraged lending, and M&A. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities to portfolio companies is key. Additional responsibilities on internal client management duties as specified by manager and team. Locations: New York, Atlanta, Charlotte, & Miami Essential Duties and Responsibilities 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. Responsible for maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based on opportunity. 2. Responsible for loan generation and growing exposure year-over-year for portfolio and clients in sector 3. Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success 4. Responsible for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our platform 5. Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client 6. Responsible for engaging and facilitating introductions to the appropriate product teammates across Truist to discuss specific solutions as relevant and appropriate to clients' needs and our ability to be relevant in meeting those 7. Responsible for ensuring there is a reasonably attainable strategy for delivering appropriate return metrics on capital deployment. 8. Additional responsibilities on internal client management duties as specified by manager and team 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. BA/BS degree 2. Licenses: Series 7 or 79, 63 and 24 for managers only 3.16-18 years of related work experience 4.Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum 5. Advanced knowledge of industry, market, and products 6. Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives 7.Advanced analytical and technical skills combined with a problem solving attitude 8.Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely 9. Strong partnering and leadership skills in a complex, matrixed environment Preferred Qualifications: 1. MBA degree, with a Finance focus 2. 14+ years of related work experience The annual salary for this position is $300,000.00 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.