Business Transition Development Director

🕒 4 days ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $121.9k - $262.1k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Fifth Third Bank

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1858

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

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

• Execute the Business Transition Advisory strategy to achieve AUM goals and closed business • Improve referrals for wealth management services to business owners and business executives • Partner with Regional Private Bank, Commercial Bank, and Capital Markets to expand One Bank integration and grow fee income • Develop strategic relationships with One Bank partners focused on target clients • Deliver educational sessions to banking groups and external panels • Contribute to strategic alliances integrating business transition advisory services • Communicate proactively with partners on referrals, opportunities, and prospects • Provide advisory services to clients and families navigating complex business transitions • Strengthen Private Bank usage among business owners and executives throughout the business lifecycle • Manage transition processes and operating rhythms to develop a robust pipeline and close business • Contribute to continuous improvement of the business advisory transition practice • Identify, assess, manage, monitor, and report risks within the Bank's risk appetite • Travel approximately 45%

🎯 Requirements

• Bachelor's degree required; graduate degree preferred • Minimum of 8 years of experience in Private Banking Wealth Management and/or Trust and Legal (e.g. trust, legal or accounting) • Required licenses: SIE, Series 7, and Series 63 • Demonstrated track record of success in business development • Strong relationship management skills with internal partners, COIs, and clients • Exceptional client service skills • Ability to partner effectively with management at all organizational levels • Ability to build relationships based on added value • Superior interpersonal, negotiation, verbal and written communication, and presentation skills • Effective leadership, problem-solving, and analytical skills • Ability to use Microsoft Office software including Word, Excel, PowerPoint, and CoPilot • Travel required 45%

🏖️ Benefits

• Incentive compensation plan based on company, line of business and/or individual performance • Comprehensive benefits supporting physical, financial, emotional and social well-being • Differentiated compensation offerings • Employee and family benefits programs

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