Full-Time

FTWA Relationship Manager

Confirmed live in the last 24 hours

Fifth Third Bank

Fifth Third Bank

10,001+ employees

Provides diverse banking and financial services

Social Impact
Financial Services

Compensation Overview

$80.5k - $169.1kAnnually

+ Incentive Compensation Plan

Senior

Springfield, IL, USA

Category
Asset Management
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Marketing

You match the following Fifth Third Bank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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.
  • A Series 65 license, 66 license or a qualifying designation (such as CFA, CFP, ChFC, CIC, and PFS) must be obtained within 90 days of start date.
Responsibilities
  • 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.
  • 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.

Fifth Third Bank offers a variety of financial services, including personal and business banking, loans, mortgages, credit lines, and insurance products. Their services cater to individual consumers, small businesses, and commercial clients, providing comprehensive solutions for managing finances. The bank generates revenue through interest on loans, fees for services, and commissions from insurance and investment products. What sets Fifth Third Bank apart from its competitors is its strong focus on community engagement and financial education, helping clients understand and manage their finances better. The goal of Fifth Third Bank is to provide accessible financial solutions while promoting financial literacy and community involvement.

Company Size

10,001+

Company Stage

IPO

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1858

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital banking services enhances Fifth Third Bank's digital platform opportunities.
  • Interest in sustainable finance allows the bank to offer eco-friendly financial products.
  • Fintech partnerships can enhance customer experience and streamline operations for Fifth Third Bank.

What critics are saying

  • Increased competition in credit facilities may draw business away from Fifth Third Bank.
  • Potential overexposure to the aviation sector could be risky during industry downturns.
  • Pressure on interest margins may force the bank to offer more competitive rates.

What makes Fifth Third Bank unique

  • Fifth Third Bank offers a comprehensive range of financial services and products.
  • The bank emphasizes community engagement and financial education for its clients.
  • It provides personalized banking experiences using AI and data analytics.

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Benefits

Health Insurance

Paid Sick Leave

Paid Holidays

Performance Bonus

Flexible Work Hours

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