
10,000+ employees
Founded 1858
đĄïž Insurance
đŒ Consulting
đŠ Logistics
Insurance âą Consulting âą 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.
đ April 30
âïž Minnesota â Remote
đ” $121.9k - $262.1k / year
â° Full Time
đŽ Lead
đ Director
đŠ H1B Visa Sponsor
đ» Ghost score 45%
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10,000+ employees
Founded 1858
đĄïž Insurance
đŒ Consulting
đŠ Logistics
Insurance âą Consulting âą 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.
âą Act as the primary contact for a designated group of clients and prospects âą Identify, qualify and prospect qualified fiduciary and investment management clients âą Identify and cultivate lead sources âą Pursue networking opportunities through professional association contacts âą Utilize available research and prospecting resources âą Create and maintain a contact database and an active 30-, 60-, and 90-day pipeline âą Drive net AUM and revenue growth âą Direct preparation of marketing and presentation materials with the marketing group âą Assemble firm resources to support the marketing and sales process âą Serve as the primary client-facing professional for assigned relationships âą Develop and maintain appropriate asset allocations and relationship strategies with team members âą Develop customized investment solutions to expand client relationships âą Hold ultimate responsibility for each client's experience âą Identify, assess, manage, monitor and report risks while operating within the firm's risk appetite âą Report to the President of FTWA
âą Minimum of 10 years' experience in financial services with progressive assignments âą Experience responsible for a defined book of business âą Pipeline building, prospecting for new relationships, sales and client retention skills âą Experience managing an extensive high net worth client book of business over $1M in annual revenue âą Thorough understanding of markets and investments âą Excellent verbal and written communication skills âą Strong organizational skills âą Proficiency in multi-tasking and meeting client deadlines âą Extensive knowledge of the firm's products and services âą Ability to maintain and leverage relationships with Centers of Influence âą Demonstrated ability to work as a member of a team âą Proven time management skills âą Series 65 license, Series 66 license, or a qualifying designation such as CFA, CFP, ChFC, CIC, or PFS required âą Some travel associated with client and prospect management may be necessary
âą Comprehensive benefits programs supporting physical, financial, emotional and social well-being âą Incentive compensation plan based on company, line of business and/or individual performance âą Differentiated compensation offerings âą Employee and family benefits programs
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