Über diese Business Transition Development Director Stelle bei Fifth Third Bank
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GENERAL FUNCTION: 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.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Strategic Partner
Responsible for developing strategic relationships with One Bank partners to execute on Business Transition Advisory strategy with focus on target client.
Deliver educational sessions to Private Bank, Middle Market, Corporate Finance and Capital Markets as well as external panels to highlight transition advisory capabilities, process, and value.
Contribute to strategic alliances to integrate business transition advisory services for business owners and key executives as they navigate the complexities of wealth.
Proactively communicate with partners on referrals, opportunities, and prospects.
Transition Advisory Services
Provide advisory services to clients/families navigating complex business transitions 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.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Bachelor's degree required; graduate degree preferred.
Minimum of 8 years of experience in Private Banking Wealth Management and/or Trust and Legal e (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 coupled with an ability to partner effectively with management at all organizational levels.
Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
Demonstrates superior interpersonal negotiation, verbal and written communication and presentation skills.
Uses effective leadership, problem solving and analytic skills.
Computer / Technical: Ability to use all Microsoft Office software including Word, Excel, Power Point, and CoPilot.
WORKING CONDITIONS:
Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of computer screens.
Travel required 45%.
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, Texas 00000Attention 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.
