Managing Director

🔥 14 hours ago

🌪️ Kansas – Remote

🌪️ Kansas – Remote

💵 $121.9k - $262.1k / year

⏰ Full Time

🔴 Lead

👔 Director

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Fifth Third Bank

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1858

🏦 Banking

Banking

Fifth Third Bank is a diversified financial services company offering a wide range of banking and financial products and services. It provides personal banking solutions such as checking and savings accounts, credit and debit cards, and identity theft protection. Borrowers can access various loans and mortgage options, while investors benefit from investment products like ETFs, mutual funds, and stocks. The bank also provides a robust set of services for businesses and commercial clients, including cash management, treasury management, and specialized lending solutions. Additionally, Fifth Third offers wealth management services with private banking, trust, and estate services. Customers can benefit from Fifth Third's online and mobile banking platforms, enabling them to bank anywhere at any time. Fifth Third Bank is focused on delivering seamless banking experiences with a strong emphasis on customer convenience and security.

📋 Description

• Acts as the primary contact for a designated group of clients and prospects • Responsible and accountable for risk by openly exchanging ideas and opinions • Elevates concerns and follows policies and procedures as defined • Accountable for always doing the right thing for customers and colleagues • Achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types • Responsible for business development identifying, qualification and prospecting qualified fiduciary and investment management clients for the firm • Identifies and cultivates lead sources and networking opportunities • Creates and maintains a contact database and an active pipeline for qualified prospects • Responsible for net AUM and revenue growth • Initiates and directs the preparation of marketing and presentation materials • Serves as the primary client-facing professional for assigned relationships • Works with team members to develop and maintain appropriate asset allocations and relationship strategies • Develops customized investment solutions as necessary to expand client relationships • Has ultimate responsibility for each client’s experience.

🎯 Requirements

• Minimum of 10 years' experience in financial services • Responsible for a defined book of business • Pipeline building skills • Prospecting for new relationships • Sales and client retention experience • 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 • Strong organizational skills • Proficient at multi-tasking and meeting client deadlines • Extensive knowledge of the firm’s products and services • Maintain and leverage relationships with Centers of Influence • Demonstrated ability to work as a member of a team • Proven time management skills • Series 65 license, 66 license or a qualifying designation (CFA, CFP, ChFC, CIC, PFS) required. • Some travel associated with client and prospect management may be necessary.

🏖️ Benefits

• Comprehensive benefits • Differentiated compensation offerings