FTWA Managing Director

Fifth Third Bancorp
Minnesota
Workplace: RemoteFull timeUSD 121,900 - 262,100 annuallyFunction: Executive & General ManagementExperience: 10+ yearsSkills: ["Risk management","Client relationship management","Communication","Organizational skills","Time management","Team collaboration"]

Lead client relationships for a designated group of Fifth Third Wealth Advisors clients and prospects, serving as the primary contact while ensuring an exceptional client experience. Drive business development by identifying and prospecting qualified fiduciary and investment management clients, building a 30/60/90-day pipeline, and supporting net AUM and revenue growth. Collaborate on investment solutions and marketing materials while maintaining accountability for risk and compliance.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

FTWA Managing Director

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Lead client relationships for a designated group of Fifth Third Wealth Advisors clients and prospects, serving as the primary contact while ensuring an exceptional client experience. Drive business development by identifying and prospecting qualified fiduciary and investment management clients, building a 30/60/90-day pipeline, and supporting net AUM and revenue growth. Collaborate on investment solutions and marketing materials while maintaining accountability for risk and compliance.
Location: Minnesota
Workplace: Remote
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Identify, qualify, and prospect qualified fiduciary and investment management clients; cultivate lead sources and networking opportunities.
  • •Create and maintain a contact database and manage a 30/60/90-day pipeline for qualified prospects.
  • •Serve as the primary client-facing professional for assigned relationships and own the client experience.
  • •Work with teams to develop asset allocations and relationship strategies, and develop customized investment solutions as needed.
  • •Accountably identify, assess, manage, monitor, and report risks while following firm policies and procedures; initiate marketing and presentation materials to support sales process.
Travel: Low travel

Pay and Benefits

Salary: USD 121,900 - 262,100 annually

Key Requirements

  • •Minimum 10 years of experience in financial services with progressive assignments, including responsibility for a defined book of business and pipeline building.
  • •Experience managing an extensive high net worth client book of business with $1M+ in annual revenue.
  • •Series 65, Series 66, or a qualifying designation such as CFA, CFP, ChFC, CIC, or PFS required.
  • •Proven ability to prospect for new relationships and support sales and client retention.
  • •Excellent verbal and written communication skills, strong organizational skills, and knowledge of the firm’s products and services.
Experience:10+ yearsFinancial servicesWealth managementHigh net worthInvestment management
Skills:Risk managementClient relationship managementCommunicationOrganizational skillsTime managementTeam collaboration
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
Glassdoor
Glassdoor: 3.7
WebsiteLinkedInGlassdoor