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Senior Wealth Management Consultant

2 months ago

Dayton, Ohio, United States Fifth Third Full time

Enhance Banking Excellence

At Fifth Third Bank, we connect exceptional talent with outstanding opportunities. Are you prepared to elevate your career in the banking sector?

PRIMARY FUNCTION:

Acts as a trusted consultant and team leader, simplifying complexities for Private Banking clients by engaging and collaborating with them to define and achieve their financial aspirations. Assemble teams of highly qualified specialists to deliver comprehensive wealth management, investment strategies, private banking solutions, risk assessment, and trust services. Guarantees the execution and delivery of the Private Banking experience along with superior client service standards.

KEY RESPONSIBILITIES:

Sales:

  • Cultivates and nurtures both internal and external networks to develop a robust pipeline of new client opportunities.
  • Effectively employs the Life360 Discovery process to assess client profiles and identify needs that lead to asset management, loans, deposits, estate planning, and wealth management.
  • Serves as a Core Team Member for One Bank, identifying opportunities with both new and existing clients. Continuously evaluates client needs to uncover opportunities for deepening relationships.
  • Demonstrates expertise in consultative and advice-driven sales, managing the execution of client service standards to foster lasting client relationships.
  • Develops and strategically implements a personal business plan to meet established revenue and business goals.

Client Experience:

  • Establishes practices that ensure team coordination in consistently delivering Private Banking experience standards.
  • Utilizes the Life360 process in collaboration with team members to provide advice-based solutions.
  • Partners with a tailored team of specialists to ensure high-quality client service delivery.
  • Ensures that service standards and metrics are met based on client needs, segmentation, asset allocation, and risk management.
  • Identifies and refers opportunities for advanced planning solutions.
  • Collaborates with third-party advisors (e.g., attorneys, accountants) to ensure cohesive recommendations aligned with client objectives.
  • Leverages internal and external service providers to maximize effectiveness and efficiency.
  • Acts as the primary contact, resolving issues promptly and effectively.
  • Provides clients with insights on current trends and maintains a comprehensive understanding of investment products, trading strategies, and market dynamics.
  • Responsible for organizing, developing, and executing client reviews to ensure client needs are met, utilizing the Life360 process to continually engage with clients about their goals.
  • Manages the overall profitability of client relationships.
  • Ensures timely recording of process information in CRM regarding status and activities.
  • Drives continuous improvement by seeking ways to enhance client relationships across all areas of Private Banking and other relevant Bancorp channels.
  • Acts as the primary point of contact for Centers of Influence within the Bank.
  • Responsible for implementing recommendations provided to clients.
  • Leads the client onboarding process.
  • Collaborates with team members to ensure alignment and share necessary information and resources to achieve common objectives.
  • Addresses developmental needs and knowledge gaps as identified by management and the Private Bank.
  • Champions the Bancorp Vision and Core Values through personal actions and leadership influence to foster high-performing teams.

ADDITIONAL REQUIREMENTS:

  • Experience in an environment that emphasizes both individual accountability and team performance.
  • Demonstrates urgency and a continuous drive for results while effectively partnering with management at all levels.
  • Exhibits the ability to thrive in a team-oriented environment and build relationships based on value addition rather than title or authority.
  • Proven track record of successfully collaborating with and influencing management and peers to support growth and financial performance.
  • Actively engages in professional and community organizations.
  • Effectively networks and builds relationships both internally and externally.

MINIMUM QUALIFICATIONS:

  • Bachelor's degree or equivalent work experience required; preferred fields include Business Administration, Finance, or Economics.
  • CFP, CFA, or CPWA industry certification is preferred and must be obtained within 24 months (36 months for CFA) of starting to align with Private Bank practice management requirements. Juris Doctorate (JD) and/or Certified Public Accountant (CPA) designations are also acceptable.
  • Required state life and health insurance licenses in accordance with licensing guidelines.
  • Minimum of eight (8) years of successful sales/client service experience in the financial services sector.
  • Stays informed of regulatory and governmental changes affecting clients and collaborates with specialists to remain updated on services and solutions.
  • Strong interpersonal negotiation, verbal and written communication, and presentation skills are essential. Proven proficiency in delivering branded presentations and solutions.
  • Effective problem-solving and analytical skills are necessary.
  • Technical proficiency in software applications including Word, Excel, PowerPoint, and CRM systems.
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

WORK ENVIRONMENT:

  • Typical office environment with minimal exposure to dust, noise, and temperature variations.
  • Extended periods of viewing CRT screens may be required.

Fifth Third Bank is committed to fostering an engaged and inclusive culture and ensuring equal employment opportunities in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.