FTWA Managing Director

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The Fifth Third Wealth Advisors Managing Director acts as the primary contact for a designated group of clients and prospects.  Targeted relationship will have $5 million or more of investible assets with a desired relationship minimum of $2 million. The Managing Director reports to the President of FTWA.

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 10 years' experience in financial services, with progressive assignments, including being responsible for a defined book of business, pipeline building skills, prospecting for new relationships, sales and client retention.
• Experience managing an extensive high net worth client book of business over $1M in annual revenue.
• Possess a thorough understanding of markets and investments, excellent verbal and written communication skills, and strong organizational.
• 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. …