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Managing Director

đź•’ 2 days ago

🌪️ Kansas – Remote

info

đź’µ $121.9k - $262.1k / year

⏰ Full Time

đź”´ Lead

đź‘” Director

🦅 H1B Visa Sponsor

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Logo of Fifth Third Bank

Fifth Third Bank

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.

đź“‹ Description

• Acts as the primary contact for a designated group of clients and prospects • Responsible for identification, qualification and prospecting qualified fiduciary and investment management clients • Create and maintain a contact database and an active pipeline for qualified prospects • Initiate and direct the preparation of marketing and presentation materials in conjunction with the marketing group • Work with team members to develop and maintain appropriate asset allocations and relationship strategies • Develop customized investment solutions to expand client relationships

🎯 Requirements

• Minimum of 10 years' experience in financial services • Experience managing an extensive high net worth client book of business over $1M in annual revenue • Series 65 license, 66 license or a qualifying designation (such as CFA, CFP, ChFC, CIC, and PFS) required • Strong organizational skills and ability to meet client deadlines • Excellent verbal and written communication skills • Demonstrated ability to work as a member of a team • Proven time management skills

🏖️ Benefits

• Health insurance • 401(k) matching • Paid time off • Comprehensive benefits programs that support individual needs • Incentive compensation plan based on performance

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