Truist Sterling Capital Management Client Strategist Institutional 

United States, North Carolina, Charlotte 

242947583

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.

• Develop and execute business plan to target institutional investors across the corporate, healthcare, insurance, government, pension, sovereign, and financial institution channels
• Proactively develop and maintain relationships with relevant national and regional investment consultants
• Proactively working with Truist investment, capital markets, and specialty banking functions
• Maintain a strong working knowledge about the firm’s primary strategies and foster/incubate new strategies
• Conduct client needs analysis and provide appropriate solutions utilizing the full breadth and depth of Sterling Capital’s investment solutions
• Represent the firm with integrity and expertise in the marketplace
• Jointly work with the Fixed Income, Equity, multi-asset teams, and Head of Institutional Distribution to understand and position the firm’s investment views to gain acceptance as a thought leader and a refined expert in key product areas
• Leverage peer analysis to position the firm’s products effectively relative to competitors
• Sponsor client on-boarding and continue to advocate for the needs of assigned clients
• Exceed client service expectations through proactive, on-going communication and attention to client needs and requests
• Call upon resources of the firm (people and technology) to provide valuable solutions to strengthen relationships and meet sales expectations. Key internal partners include investment management, legal, risk management, operations, product management, marketing, compliance, information technology and others
• Jointly work with the Head of Institutional Distribution to enhance solutions materials
• Travel domestically and internationally (as required) to develop new relationships, as well as service existing clients

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.

• FINRA Series 7 or 6 and Series 63 required or must be obtained within three months from date of hire
• BS/BA degree required
• 5-10 years of experience in the investment management industry, with at least three years of successful business development and relationship management experience
• Knowledgeable about banking responsibilities for clients, capital formation, and legal regulatory frameworks
• Team-player who is able to work in an environment where there is reciprocity and contacts are leveraged for mutual benefit
• Able to communicate expert investment solutions
• Excellent verbal, written and presentation skills with proven ability to communicate complexity with simplicity
• Intelligent, independent thinker with maturity and good judgment; hard working and strong organizational skills
• An interest and willingness to maintain best practices and procedures that foster world-class client origination and service
• Willingness and ability to travel frequently, including the potential for extended workdays and weekend assignments

Preferred Qualifications:

• MBA, CFA, CAIA, CTP
• Established and verifiable relationships with pension funds, corporations, endowments, banks or insurance companies, as well as with consultants