FTWA Managing Director

5 days ago


Charlotte, North Carolina, United States Fifth Third Full time
About the Role

We are seeking a highly experienced and skilled Financial Services Leader to join our team as a FTWA Managing Director. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients and prospects, and driving business growth through strategic planning and execution.

Key Responsibilities
  • Business Development
    • Identify and qualify potential clients and prospects for our financial services
    • Develop and implement effective marketing and sales strategies to drive business growth
    • Build and maintain a strong network of contacts and relationships within the industry
  • Relationship Management
    • Provide exceptional client service and support to our existing clients
    • Develop and implement customized investment solutions to meet the unique needs of our clients
    • Work closely with our team to ensure seamless delivery of our services
  • Leadership and Management
    • Lead and manage a team of professionals to achieve business objectives
    • Develop and implement effective strategies to drive business growth and improve client satisfaction
    • Collaborate with our leadership team to drive organizational success
Requirements
  • Minimum of 10 years' experience in financial services, with a proven track record of success
  • Strong understanding of markets and investments, with excellent verbal and written communication skills
  • Ability to work effectively in a team environment, with a strong focus on client satisfaction
  • Series 65 license, 66 license, or a qualifying designation (such as CFA, CFP, ChFC, CIC, and PFS)
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation and benefits package


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