Fifth Third Bank · 4 hours ago
Fifth Third Wealth Advisors Managing Director
United States
Full-time
Remote
Lead/Staff, Director/Executive
$120K/yr - $241K/yr
10+ years exp
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Responsibilities
Responsible for identification, qualification and prospecting qualified fiduciary and investment management clients for the firm.
Identify and cultivate lead sources, pursue networking opportunities through professional association contacts and utilize available research and prospecting resources.
Create and maintain a contact database and an active pipeline (30, 60, 90 days) for qualified prospects.
Responsible for net AUM and revenue growth.
Initiate and direct the preparation of marketing and presentation materials in conjunction with the marketing group and assemble the requisite firm resources to support the marketing and sales process.
Serves as the primary client facing professional for assigned relationships.
Works with all team members to develop and maintain the appropriate asset allocations and relationship strategies.
Develops customized investments solutions, as necessary, to expand the client relationships.
While working with the team, has ultimate responsibility for each client’s experience.
Qualification
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Required
Minimum of 10 years' experience in financial services, with progressive assignments, including being responsible for a defined book of business, pipeline building skills, prospecting for new relationships, sales and client retention.
Experience managing an extensive high net worth client book of business over $1M in annual revenue.
Possess a thorough understanding of markets and investments, excellent verbal and written communication skills, and strong organizational.
Proficient at multi-tasking and meeting client deadlines, as well as having an extensive knowledge of the firm’s products and services.
Maintains and continues to expand and leverage relationships with Centers of Influence.
Demonstrated ability to work as a member of a team.
Proven time management skills are necessary.
A Series 65 license, 66 license or a qualifying designation (such as CFA, CFP, ChFC, CIC, and PFS) must be obtained within 90 days of start date.
Some travel associated with client and prospect management may be necessary.
Company
Fifth Third Bank
Fifth Third Bancorp is a diversified financial services company, that specializes in small business, retail banking, investments. It is a sub-organization of Fifth Third Bank.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Gregory Carmichael
Chairman & CEO
B
Bryan Preston
Chief Financial Officer
Recent News
2024-11-25
Company data provided by crunchbase
