GENERAL FUNCTION: The Fifth Third Wealth Advisor
Manager acts as the primary contact for a designated group of clients and prospects which may involve working within a team led by a Managing Director. Targeted relationship will have $5 million or more of investible assets with a desired relationship minimum of $2 million.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the firm's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development- (40%-80%)- Responsible for identification, qualification and prospecting qualified fiduciary and investment management clients for the firm.
- Identify and cultivate lead sources, pursue networking opportunities through professional association contacts, and utilize available research and prospecting resources.
- Create and maintain a contact database and an active pipeline (30, 60, 90 days) for qualified prospects.
- Responsible for net AUM and revenue growth.
- Initiate and direct the preparation of marketing and presentation materials in conjunction with the marketing group and assemble the requisite firm resources to support the marketing and sales process.
Relationship Management- (20%-60%) - Serves as the primary client facing professional for assigned relationships.
- Works with all team members to develop and maintain the appropriate asset allocations and relationship strategies.
- Develops customized investments solutions, as necessary, to expand the client relationships.
- While working with the team, has ultimate responsibility for each client's experience.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Minimum of 5-7 years of successful high net worth sales and client service experience in financial services and investment management industries.
- Thorough understanding of markets and investments, excellent verbal and written communication skills, and strong organizational skills.
- Proficient at multi-tasking and meeting client deadlines, as well as having an extensive knowledge of the firm's products and services.
- Maintains and continues to expand and leverage relationships with Centers of Influence.
- Demonstrated ability to work as a member of a team.
- Proven time management skills are necessary.
- Series 65 license, 66 license or a qualifying designation (such as CFA, CFP, ChFC, CIC, and PFS) required.
- Some travel associated with client and prospect management may be necessary.
WORKING CONDITIONS: - Normal office environment with little exposure to dust, noise, temperature and the like.
FTWA Relationship Manager
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Tampa, Florida 33607
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
