FTWA Senior Portfolio Manager

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GENERAL FUNCTION: Acts at the direction of the Fifth Third Wealth Advisors within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and complex client accounts. Primary functions include investment management, client service and support of

new business efforts.

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 Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Consult with the Fifth Third Wealth Advisor and client/prospects to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship.

• Working with Fifth Third Wealth Advisors, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management.

• Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk.

• Regularly engage with other members of the firm and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes.

• Mentor more junior Portfolio Managers.

• Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.

• Keep informed of market trends and analyze the effect of these trends on client's investment portfolios.

• Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed.

• Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's degree required in a related field, and the successful candidate is likely to have an advanced degree, such as an MBA or CFA.

• Generally, the incumbent should have 7 to 10 years' experience involving money management, including investment decision making.

• Solid communication and presentation skills are required for this position.

FTWA Senior Portfolio Manager

Total Base Pay Range 119,500.00 - 256,900.00 USD Annual

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 -- Virtual, Alabama 00000

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.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity 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.