Comerica Farmington Hills , MI 48336
Posted 1 week ago
Alliance Investment Unit Manager, Vice President
The Alliance Investment Unit Manager role will be a professional collaboration between two great financial firms. Comerica's alliance will allow clients to take advantage of Comerica Bank & Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service driven model. The Trust Alliance Investment Unit Manager role will be responsible for leading and directing a team of investment professionals, who in turns will be responsible for the oversight of new business and the due diligence/risk management of our Alliance partners who manage our client's investments.
Position Competencies
Successful incumbents possess effective communication skills, problem solving skills, appropriate functional and technical skills, the ability to multitask, meet service standards and are focused on the customer.
Position Responsibilities:
Risk Management & Investment Oversight
Ensure timely completion of investment reviews.
Review and provide guidance on asset/investment allocations.
Adhere to Comerica's investment policies and procedures
New Business Development Support
Assist Alliance Business Development Officers in the evaluation of new business opportunities.
Conduct pre-acceptance due diligence of new accounts' investment holdings.
Onboard new accounts.
Partner Due Diligence and Oversight
Conduct annual partner meetings to review current investment platforms.
Perform annual due diligence of Partner suitability within Comerica business objectives and criteria.
Leadership and Management
Position Qualifications
Charlotte8:00am
5:00pm Monday
Friday
Comerica