FTWA Relationship Manager

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5-7 yearsSkills: ["Communication","Organizational skills","Multitasking","Time management","Teamwork","Risk awareness"]

Act as primary wealth advisor for a defined group of high-net-worth clients and prospects, driving business development to grow net AUM and revenue. Identify and qualify fiduciary and investment management opportunities, build a 30/60/90-day pipeline, and prepare marketing materials. Manage client relationships and work with team members on asset allocation strategies and customized investment solutions, ensuring an exceptional client experience while managing risk.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

FTWA Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Act as primary wealth advisor for a defined group of high-net-worth clients and prospects, driving business development to grow net AUM and revenue. Identify and qualify fiduciary and investment management opportunities, build a 30/60/90-day pipeline, and prepare marketing materials. Manage client relationships and work with team members on asset allocation strategies and customized investment solutions, ensuring an exceptional client experience while managing risk.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Identify, qualify, and prospect fiduciary and investment management clients for the firm.
  • •Develop and cultivate lead sources, pursue networking opportunities, and use research and prospecting resources.
  • •Build and maintain a contact database and an active 30/60/90-day pipeline for qualified prospects.
  • •Serve as the primary client-facing professional for assigned relationships, with ultimate responsibility for client experience.
  • •Work with team members to develop asset allocation and relationship strategies and develop customized investment solutions as needed.

Key Requirements

  • •Minimum of 5-7 years of successful high net worth sales and client service experience in financial services and investment management.
  • •Series 65 license, Series 66 license, or a qualifying designation (such as CFA, CFP, ChFC, CIC, and PFS) required.
  • •Thorough understanding of markets and investments, with excellent verbal and written communication and strong organizational skills.
  • •Proficiency in multitasking, meeting client deadlines, and having extensive knowledge of the firm’s products and services.
  • •Demonstrated ability to work as a member of a team, maintain and expand Centers of Influence relationships, and strong time management skills.
Experience:5-7 yearsFinancial servicesInvestment managementHigh-net-worthWealth management
Skills:CommunicationOrganizational skillsMultitaskingTime managementTeamworkRisk awareness
Licenses:Series 65Series 66
Certifications:Series 65Series 66CFACFPChFCCICPFS

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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