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Job Description : Job Description The Foundations and Endowments (F&E) Advisory Center Client Manager will have primary responsibility in delivering client service and administration for Trust and investment advisory relationships with not-for-profit institutional organizations and Private Foundations. The Client Manager will work closely with the other F&E Advisory Center client relationship teammates (investment advisor and account specialist) in serving and coordinating the daily administration needs of assigned client relationships. This position will also be responsible for the fiduciary and risk/compliance oversight for their assigned not-for-profit institutional client relationships. Fiduciary and risk/compliance oversight include but are not limited to required minimum distributions, tax reporting, Reg. 9, AML and KYC responsibilities.
Qualifications Position Requirements: Bachelor's degree. Positive "can do" attitude and ability to work well within an Advisory Center environment in serving F&E clients. Needs to have strong problem solving skills and a keen sense of and attention to detail. A minimum of 3-5 years of demonstrated success in client management working within a Trust and investment advisory framework. Any experience serving not-for-profit institutional clients is a plus.
Preferred: Undergraduate degree in economics, business, finance, accounting or other business related field. In addition, may have one or more professional designations, i.e. - CTFA, CFP.
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 origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.
To 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