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Managing Director

🕒 April 30

❄ Minnesota – Remote

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đŸ’” $121.9k - $262.1k / year

⏰ Full Time

🔮 Lead

👔 Director

🩅 H1B Visa Sponsor

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đŸ‘» Ghost score 45%

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Logo of Fifth Third Bank

Fifth Third Bank

10,000+ employees

Founded 1858

đŸ›Ąïž Insurance

đŸ’Œ 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

‱ Act as the primary contact for a designated group of clients and prospects ‱ Identify, qualify and prospect qualified fiduciary and investment management clients ‱ Identify and cultivate lead sources ‱ Pursue networking opportunities through professional association contacts ‱ Utilize available research and prospecting resources ‱ Create and maintain a contact database and an active 30-, 60-, and 90-day pipeline ‱ Drive net AUM and revenue growth ‱ Direct preparation of marketing and presentation materials with the marketing group ‱ Assemble firm resources to support the marketing and sales process ‱ Serve as the primary client-facing professional for assigned relationships ‱ Develop and maintain appropriate asset allocations and relationship strategies with team members ‱ Develop customized investment solutions to expand client relationships ‱ Hold ultimate responsibility for each client's experience ‱ Identify, assess, manage, monitor and report risks while operating within the firm's risk appetite ‱ Report to the President of FTWA

🎯 Requirements

‱ Minimum of 10 years' experience in financial services with progressive assignments ‱ Experience responsible for a defined book of business ‱ Pipeline building, prospecting for new relationships, sales and client retention skills ‱ Experience managing an extensive high net worth client book of business over $1M in annual revenue ‱ Thorough understanding of markets and investments ‱ Excellent verbal and written communication skills ‱ Strong organizational skills ‱ Proficiency in multi-tasking and meeting client deadlines ‱ Extensive knowledge of the firm's products and services ‱ Ability to 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, Series 66 license, or a qualifying designation such as CFA, CFP, ChFC, CIC, or PFS required ‱ Some travel associated with client and prospect management may be necessary

đŸ–ïž Benefits

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

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