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Job Description : Job Description The Foundations and Endowments (F&E) Client Manager will have primary responsibility for delivering high touch client service and administration of Trust and investment advisory/administrative solutions to Private Foundations and not-for-profit institutional organizations in a consultative manner. This will include the fiduciary and risk/compliance oversight for Private Foundation and not-for-profit client relationships within their assigned book of business. This includes but is not limited to Reg. 9, AML and KYC responsibilities for assigned relationships. The Client Manager will also will work in a supporting role with F&E business development officers, investment advisors, other STI Teammates and COI's in identifying and cultivating Board Members/Investment Committee Members as well as Staff of prospective Private Foundation and not-for-profit institutional organizations. This will be done through cultivation activities to include sharing Thought Leadership materials and other best thinking via webinars, s eminars and conferences Qualifications Bachelor's degree. Positive "can do" attitude and ability to work well within a Team 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 5-7 years of demonstrated success in client management working within a Trust and investment advisory framework serving Private Foundation and not-for-profit clients. 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