[Hiring] Business Transition Development Director @Fifth Third Bank

Role Description

Responsible for executing on Business Transition Advisory strategy to achieve AUM goals and closed business through the improvement of referrals for wealth management services to business owners and business executives.

Key role working with Regional Private Bank, Commercial Bank and Capital Markets to expand the One Bank partnership and integration of W&AM and Wholesale to achieve client penetration and grow fee income.

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.

Qualifications

• Bachelor's degree required; graduate degree preferred.
• Minimum of 8 years of experience in Private Banking Wealth Management and/or Trust and Legal (e.g. trust, legal or accounting).
• Required licenses: SIE, 7, and Series 63.
• Demonstrated track record of success in business development.
• Strong relationship management skills with internal partners, COIs, and clients.
• Exceptional client service skills.
• Exhibits a sense of urgency and a continual drive to results.
• Ability to partner effectively with management at all organizational levels.
• Highly effective in a team-oriented environment.
• Demonstrates superior interpersonal negotiation, verbal and written communication and presentation skills.
• Uses effective leadership, problem solving and analytic skills.
• Ability to use all Microsoft Office software including Word, Excel, PowerPoint, and CoPilot.

Requirements

• Provide advisory services to clients/families navigating complex business transitions with a minimum EBITDA of $5M or greater and post-transition liquidity of $15M or greater per owner.
• Strengthen and increase usage of the Private Bank to business owners and executives at every stage of their business life cycle including effective transition planning.
• Execute on business transition processes and operating rhythms to develop and manage a robust pipeline leading to closed business and achievement of client experience and financial outcomes.
• Contribute to continuous improvement of business advisory transition practice management.

Benefits

• Total Base Pay Range: 121,900.00 - 262,100.00 USD Annual.
• Eligible to participate in an incentive compensation plan based on company, line of business and/or individual performance.
• Extensive benefits programs designed to support the individual needs of employees and their families, encompassing physical, financial, emotional and social well-being.

Company Description

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.